Folder Query

[crjackson]

Hello!

I am trying to set up a folder query so that the users can save the report each month and update the dataset. My issue is that each month's report also includes the previous month's numbers. Is there a way to set this up where the previous months don't duplicate without manual manipulation each time they save? See the example below. For October's report, I don't want them to have to manually delete September's data to avoid doubling the totals.

[Anonymous · Accepted solution]

Hi @crjackson ,

If you want to keep only the latest month's data. Please try this:

= Table.FromColumns({List.First(Table.ToColumns(PreviousStepName))} & {List.Last(Table.ToColumns(PreviousStepName))})

all steps:

let
    Source = Excel.Workbook(File.Contents("C:\Users\v-cgao\Desktop\New Microsoft Excel Worksheet.xlsx"), null, true),
    Table1_Table = Source{[Item="Table1",Kind="Table"]}[Data],
    #"Changed Type" = Table.TransformColumnTypes(Table1_Table,{{"Column1", type text}, {"Sep'22", Int64.Type}, {"Oct'22", Int64.Type}}),
    #"Demoted Headers" = Table.DemoteHeaders(#"Changed Type"),
    Custom1 = Table.FromColumns({List.First(Table.ToColumns(#"Demoted Headers"))} & {List.Last(Table.ToColumns(#"Demoted Headers"))}),
    #"Promoted Headers" = Table.PromoteHeaders(Custom1, [PromoteAllScalars=true]),
    #"Changed Type1" = Table.TransformColumnTypes(#"Promoted Headers",{{"Column1", type text}, {"Nov'22", Int64.Type}})
in
    #"Changed Type1"

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[AlexisOlson]

You could load from folder but only take the latest file which contains the data from all the previous months.

[crjackson]

Would that work if you have multiple years? 

[AlexisOlson]

I don't know how you've got things set up for multiple years. Does each report only contain data from that year? If yes, then filter for December or the latest. If each report is cumulative over all years, just take the latest.