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sbadiger3's avatar
sbadiger3
Helper I
3 years ago
Solved

Need a solution for report automation

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...
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  • ppm1's avatar
    ppm1
    3 years ago

    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

ppm1's avatar
ppm1
Solution Sage
3 years ago

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's avatar
sbadiger3
Helper I
3 years ago

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.