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Mynda Treacy
@mynda
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Joined: Jul 16, 2010
Last seen: Jun 25, 2026
Topics: 0 / Replies: 4786
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RE: Increase Since Last Invoice

Hi Tykru, Please see Excel file attached. You can do this with Power Query by extracting the various pieces of data and then merging the queries ba...

7 years ago
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RE: Creating Speedometer Dashboard for KPI

Hi Safirah, Thanks for sharing your file. I don't teach speedometer/gauge charts because these are not best practice for dashboards. They take u...

7 years ago
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RE: Pivot table totals don't match table data

🙂 you won't forget this lesson though, so all worthwhile in the end.

7 years ago
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RE: Update monthly report source for Power Pivot

Ideally you should be loading your data to Power Pivot via Power Query, not direct to Power Pivot. Power Pivot can't get data from a folder, only Powe...

7 years ago
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RE: Increase Since Last Invoice

Hi Tykru, Can you please provide a mock-up of what you'd like to see in Excel. It doesn't have to include all of the data, just a few of the PO#s. ...

7 years ago
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RE: Update monthly report source for Power Pivot

Hi Allison, Do you want to add the new data to the query or replace the old data with the new data? If you want to add to it then you add your n...

7 years ago
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RE: Pivot table totals don't match table data

Hi Mardi, Your parentheses are in the wrong place. The * [Sum of Hours] should be inside SUMX like this: =SUMX('Tbl All Staff', 'Tbl All Staff'[...

7 years ago
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RE: Query data then remove source!

Hi Bax, You'd be best to keep the source data in a separate file to the analysis file. You can leave the formulas in this file if you want. Then ge...

7 years ago
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RE: Excel not responding

Hi Colin, See my response below to your help desk question on the same topic. In future, please post to one place. The forum is good for 'how to' q...

7 years ago
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RE: Fail to load table to excel sheet from Query editor

Hi Leal, Welcome to our forum. I'm unable to load the data from that site too. It reports a time out error, so it's possible the website is prev...

7 years ago
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RE: Calculation from two fields from separate tables

🙂 glad you found a solution. Just keep in mind that the merging method only adds up correctly because you have one value for each month. If you h...

7 years ago
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RE: Sum multiple columns but not summarize

Hi Jenn, Welcome to our forum. This is a job for a PivotTable, not Power Query. See file attached. Mynda

7 years ago
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RE: Sum based on a date range (customer recent orders)

Hi Peter, Welcome to our forum. This isn't a job for Power Query. Power Query is for getting and cleaning the data which you then load to an Exc...

7 years ago
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RE: Calculation from two fields from separate tables

Hi Mardi, Just because you know you only have one value for each month doesn't mean Power BI knows that. Typically you would have more than one val...

7 years ago
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RE: Power Pivot or Power Query first?

Hi Brenda, I recommend Power Query and then Power Pivot because this is the order you'd use them in. i.e. you get data with Power Query and then lo...

7 years ago
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