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Mynda Treacy
@mynda
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Joined: Jul 16, 2010
Last seen: May 17, 2025
Topics: 0 / Replies: 4762
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RE: Projecting a Monthly total

Ah, that makes sense. I agree, one day's worth of values is not much to go on. Maybe you could leave the forecast blank until you have enough data.

3 years ago
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RE: Projecting a Monthly total

Hi Matt, Change the formula in cell M2 to this: =XLOOKUP(C3,CRTData[Months],CRTData[Combined Running Totals],"")/IF(DAY(C3)=1, NETWORKDAYS.INTL(...

3 years ago
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RE: only fetch "new" data (since the previous fetch)

Hi Peter, You can use Incremental Refresh. Mynda

3 years ago
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RE: Projecting a Monthly total

Thanks, Matt. I thought the attachment was going to be an Excel file. Can you please upload a sample Excel file containing your formula and the desire...

3 years ago
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RE: Projecting a Monthly total

Hi Matt, No file attached. Please click the Start Upload button after selecting your file and wait for the grey check mark beside the file size bef...

3 years ago
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RE: Help for a newbie please - Excel Power Query

Hi Carla, You can do this using the filter button drop downs on each column. Have you tried this? If you're still stuck, please provide a sample fi...

3 years ago
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RE: Display database name using sql query in Power Query

Hi Aiyah, I'm not familiar with SQL, sorry. However, once the query loads, you might be able to get the database name from the Source step of the q...

3 years ago
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RE: Best way to sort raw interval data

No need to create a group. Simply put the channel name in the filters area and use the drop down on the PivotTable to check the boxes for the items yo...

3 years ago
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RE: Comparing worksheets

Hi and welcome to our forum! You can automate this with Power Query. Alternatively, you can probably use some more formulas to make things a bit le...

3 years ago
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RE: QuickBooks Enterprise best connector?

Hi Alicia, Great to hear you're enjoying the course! Thanks for sharing the link. You didn't say which tables you were planning on using from Qu...

3 years ago
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RE: Best way to sort raw interval data

Hi Anita, If you want a chart that includes AC1, AC2 and AC3, you simply select them in the PivotTable filter for the Channel Name. i.e. put the ch...

3 years ago
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RE: Match and code bank transactions

Hi Bax, Please see this tutorial on searching for text strings in Power Query. Hope that points you in the right direction. Mynda

3 years ago
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RE: QuickBooks Enterprise best connector?

Hi Alicia, Thanks for confirming it wasn't 5.04. I presume you meant 5.05 even though you wrote 5.04 again in your reply 😉 What I say in that ...

3 years ago
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RE: Best way to sort raw interval data

Hi Anita, Once you Close & Load the first time, the only place you can edit the load to settings is by right-clicking the query in the Queries ...

3 years ago
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RE: multiple if List.Contains

Hi Jennifer, Better to use a lookup (merge tables): Or you can use List Functions: Or if it's an approximate match: Mynda

3 years ago
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