Forum Discussion
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 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.
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
2 Replies
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
