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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Mapping to a report template

Hello,

 

I have to simplify the question and cannot provide data due to privacy issues.  

Let's say I have a standard report format in excel that I want to populate from external data.

I need to submit a new report each month, not Append data from a previous month.

 

The report I have to populate is in this format:

Sales DateSales PriceCost of goods
BlankBlankBlank

 

The Source Data is in this format:

Sales DatePriceItemIDCOGRegion
     

 

 

In reality the report has 125 data fields.  The source data has >200 data fields.  Titles and data types do not all match.

Approach 'Merge Queries as new' using fuzzy logic does not seem to work - I would have to select 125 matching columns from each query??

 

'Append as new' worked partially but only if I rename ALL of the data fields to match, plus make ALL data types the same.  Even then I was left with errors.

 

'Appending' into the blank template seems like it should work.  Is this the best way?  What am I missing?

 

Thank you

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