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Budgeting process workflow
Hi I am looking for some ideas/videos/blogs to automate my workflow. My company use microsoft 365, but powerapps is not a option. I will explain how the process is now: 1. Export a masterfile 2....
PowerQuery may be able to help but not solve everything.
- The splitting of a master file is better left to VBA
Powerquery can not create new worksheets or workbooks automatically.
And it certainly can not create folders - Collecting the data is where PowerQuery can help
- It can get all the folders and filenames with SharePoint.Files()
- It can consolidate all excell files into one big dataset
- Do analysis, transform the data
- Distributing the results is better left to VBA or PowerScript, again, powerquery can not automatically create new files or folders.
- I am not familiar with the PowerBI capabilities to create dashbards and only show the data for a particular department, but I am pretty sure it can be done.
But you would probably need a corporate license for Power BI though.
- The splitting of a master file is better left to VBA
Thanks, but I can not share company data. But if you create a ID column and some dummy value, how do you split this in to two query?
| ID | Value |
| 1 | 100 |
| 2 | 200 |
Hi Felpan
Thanks for your quick reply, and in power query, it cannot split the value to multiple querises based on one table.
You can refer to the following similar thread.
Export n files in folder as n different query - Microsoft Fabric Community
Best Regards!
Yolo Zhu
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