Need a solution for report automation

[sbadiger3]

Hi everyone, I hope you guys are doing well. 
I have recently started my career as a Data Analyst. In my current organization, I have been doing various reports. But the problem is for each report I need to manually extract csv file from Uniware which is a warehouse management tool. For every data extract it takes a lot of time. After every extraction, everyday I need to make mostly same transformations on the data dump. 

Can someone please tell if there is a way to simplify this process as this approach is very time consuming. 

[ppm1 · Accepted solution]

Yes! Power query can automate this for you. You have two options:

1. If possible, you may be able to connect PQ to Uniware and skip the csv exports

2. If not, export and save your csv files to a shared location (preferably SharePoint vs. local hard drive). Do not open or make any changes to csv. Instead use the Text/CSV connector in PQ to extract and transform your data, combine with previous csv files (if applicable), and load your data for analysis.

Pat

[sbadiger3]

Thanks @ppm1 , will try this out. There's no option to connect to Uniware, I guess I need to take the csv dumps and then make transformations in the PQ.