Hi,I need to map the source of my data to an Excel TAB instead of a table, in this case called "FT Actual" to use as a table for my model in Power Query. I cannot create the table from power pivot because I have created, in the same file, a macro that paste the new data information above the other. So this makes that any table created to the model disappear. What I have in mind is to use the get the data from Workbook option but the problem is that I would like to change in the advance editor the path so it get the data from the same file instead of the following : File.Contents("C:\Users\cristian.longatti\Desktop\Macro Actual vs Forecast.xlsm" Advance editor: letSource = Excel.Workbook(File.Contents("C:\Users\cristian.longatti\Desktop\Macro Actual vs Forecast.xlsm"), null, true),#"FT Actual_Sheet" = Source{[Item="FT Actual",Kind="Sheet"]}[Data],#"Promoted Headers" = Table.PromoteHeaders(#"FT Actual_Sheet", [PromoteAllScalars=true]),#"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Date", type date}, {"Category", type text}, {"Category Group", type text}, {"Actual or Forecast", type text}, {"Amount", type number}, {"Currency:", type text}, {"Contract Number: ", type number}, {"Contract Name:", type text}, {"WMU: ", type text}, {"Customer Number:", type number}, {"Customer Name:", type text}, {"Forecast Version:", type text}})in#"Changed Type" Any ideas ?? Thanks.

To build a query, a person look at the source of the data and the required output to build a transformation. No one (to my knowledge) can look at vba code and build a query. I can only tell that the macro is opening several excel workbooks, picking certain fields and then copy pasting the data into a destination workbook. This process is pretty simple by selecting the From Folder option in Power query. You would then need to modify the resulting sample query to pull in only the fields that you need and load to the Data model. All of this is quite simple to build if you have access to the data sources and are at least an intermediate Power Query user. If you are system saavy and want to learn the tool, then you could try it out. If not, you should probably hire someone to setup the query and the architecture.

Powr query editor - change path same file | Microsoft Fabric Community

5 Replies

Anonymous
Not applicable
6 years ago
Instead of using a macro to bring the data into the excel workbook, why don't you use Power query to bring the data directly from the source into the model directly? Power query was built for this purpose.
- cristianml
  Post Prodigy
  6 years ago
  Hi Anonymous ,
  
  The macro that I mentioned before is not used to bring the information to the tab, this is only one part of the process, the macro does some kind of Special tranformation of some reports from a specific format into a table format and paste that tranformed information into the Excel TAB. I don´t think that Power Query could do that :
  
  If you want to look at the Macro VBA script see below :
  
  Sub FTActual()
  'PURPOSE: This Macro transform all Forecast Trends into a tabular format.
  Dim wb As Workbook
  Dim myPath As String
  Dim myFile As String
  Dim myExtension As String
  Dim FldrPicker As FileDialog
  'Optimize Macro Speed
  Application.ScreenUpdating = False
  Application.EnableEvents = False
  
  'Retrieve Target Folder Path From User
  Set FldrPicker = Application.FileDialog(msoFileDialogFolderPicker)
  With FldrPicker
  .Title = "Select a Target Folder"
  .AllowMultiSelect = False
  If .Show <> -1 Then GoTo NextCode
  myPath = .SelectedItems(1) & "\"
  End With
  'In Case of Cancel
  NextCode:
  myPath = myPath
  If myPath = "" Then GoTo ResetSettings
  'Target File Extension (must include wildcard "*")
  myExtension = "*.xls*"
  'Target Path with Ending Extention
  myFile = Dir(myPath & myExtension)
  'Loop through each Excel file in folder
  Do While myFile <> ""
  
  'Set variable equal to opened workbook
  Set wb = Workbooks.Open(Filename:=myPath & myFile)
  
  'Ensure Workbook has opened before moving on to next line of code
  'DoEvents
  
  'Code
  
  Worksheets.Add.Name = "FT MME Data"
  
  ThisWorkbook.Activate
  Sheets(Sheets.Count).Select
  Range("A:F").Copy
  Workbooks(2).Activate
  Range("A1").PasteSpecial xlPasteAll
  Application.CutCopyMode = False
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Columns("B:B").Select
  Selection.ClearOutline
  Range("B13:C13").Select
  ActiveCell.FormulaR1C1 = "Actual or Forecast"
  Range("B14:C14").Select
  Sheets("FT MME Data").Select
  Range("E2").Select
  ActiveCell.FormulaR1C1 = _
  "=IFERROR(HLOOKUP(RC[-2],'MME_FI_Forecast_Trend_Report_NH'!R12C4:R13C112,2,0),"""")"
  Range("F2").Select
  ActiveCell.FormulaR1C1 = _
  "=IFERROR(VLOOKUP(RC[-4],'MME_FI_Forecast_Trend_Report_NH'!R12C2:R180C112,MATCH('FT MME Data'!RC[-3],'MME_FI_Forecast_Trend_Report_NH'!R12C2:R12C112,0),0),0)"
  
  Range("E2").Select
  Selection.Copy
  ActiveCell.Offset(0, -2).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 2).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  Application.CutCopyMode = False
  
  Range("F2").Select
  Selection.Copy
  ActiveCell.Offset(0, -2).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 2).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  Application.CutCopyMode = False
  
  ' Currency
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("G4").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("G1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("H4").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("G2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("G2").Select
  Selection.Copy
  ActiveCell.Offset(0, -4).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 4).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Contract Number
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("B7").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("H1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("C7").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("H2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("H2").Select
  Selection.Copy
  ActiveCell.Offset(0, -4).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 4).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Contract Name
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("D7").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("I1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("E7").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("I2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("I2").Select
  Selection.Copy
  ActiveCell.Offset(0, -4).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 4).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy WMU
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("G6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("J1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("H6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("J2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("J2").Select
  Selection.Copy
  ActiveCell.Offset(0, -5).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 5).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Customer Number
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("B6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("K1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("C6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("K2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("K2").Select
  Selection.Copy
  ActiveCell.Offset(0, -5).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 5).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Customer Name
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("D6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("L1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("E6").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("L2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("L2").Select
  Selection.Copy
  ActiveCell.Offset(0, -5).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 5).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Forecast Version
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("B9").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("M1").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Sheets("MME_FI_Forecast_Trend_Report_NH").Select
  Range("C9").Select
  Selection.Copy
  Sheets("FT MME Data").Select
  Range("M2").Select
  Selection.PasteSpecial Paste:=xlPasteValues
  
  Range("M2").Select
  Selection.Copy
  ActiveCell.Offset(0, -5).Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.Offset(0, 5).Select
  Range(Selection, Selection.End(xlUp)).Select
  ActiveSheet.Paste
  Selection.Copy
  Selection.PasteSpecial Paste:=xlPasteValues
  
  ' Copy Column formatting
  
  Columns("B:B").Select
  Selection.Copy
  Columns("G:M").Select
  Selection.PasteSpecial Paste:=xlPasteFormats, Operation:=xlNone, _
  SkipBlanks:=False, Transpose:=False
  
  ActiveSheet.Columns("A:M").AutoFit
  
  ActiveSheet.Columns("C").Delete
  
  Application.DisplayAlerts = False
  Columns("E:E").Select
  Selection.AutoFilter
  ActiveSheet.Range(Selection, Selection.End(xlUp)).AutoFilter Field:=1, Criteria1:="-"
  Range("E2").Select
  Range(Selection, Selection.End(xlDown)).Select
  Selection.SpecialCells(xlCellTypeVisible).Select
  Selection.Delete
  Selection.AutoFilter
  Range("A1").Activate
  Sheets("MME_FI_Forecast_Trend_Report_NH").Delete
  
  ActiveSheet.Name = "FT"
  
  ActiveWorkbook.Close SaveChanges:=True
  
  'Ensure Workbook has closed before moving on to next line of code
  'DoEvents
  'Get next file name
  myFile = Dir
  Loop
  ThisWorkbook.Activate
  Sheets("FT Actual").Cells.Clear
  
  ResetSettings:
  'Reset Macro Optimization Settings
  Application.EnableEvents = True
  Application.Calculation = xlCalculationAutomatic
  Application.ScreenUpdating = True
  'Target File Extension (must include wildcard "*")
  myExtension = "*.xls*"
  'Target Path with Ending Extention
  myFile = Dir(myPath & myExtension)
  'Loop through each Excel file in folder
  Do While myFile <> ""
  'Set variable equal to opened workbook
  Set wb = Workbooks.Open(Filename:=myPath & myFile)
  
  'Ensure Workbook has opened before moving on to next line of code
  DoEvents
  
  'Code
  
  Range("A1").Select
  Range(Selection, Selection.End(xlToRight)).Select
  Range(Selection, Selection.End(xlDown)).Select
  Selection.Copy
  ThisWorkbook.Activate
  Sheets("FT Actual").Select
  Range("Z1").Select
  ActiveCell.End(xlDown).Activate
  ActiveCell.End(xlToLeft).Activate
  ActiveCell.End(xlUp).Activate
  ActiveCell.Offset(1, 0).Select
  ActiveSheet.Paste
  Application.CutCopyMode = False
  
  Workbooks(2).Activate
  ActiveWorkbook.Close SaveChanges:=True
  
  'Ensure Workbook has closed before moving on to next line of code
  DoEvents
  'Get next file name
  myFile = Dir
  Loop
  ThisWorkbook.Activate
  Sheets("FT Actual").Select
  Range("1:1").Select
  Selection.Delete
  Application.DisplayAlerts = False
  Columns("A:A").Select
  Selection.AutoFilter
  ActiveSheet.Range(Selection, Selection.End(xlUp)).AutoFilter Field:=1, Criteria1:="Date"
  Range("A2").Select
  Range(Selection, Selection.End(xlDown)).Select
  Selection.SpecialCells(xlCellTypeVisible).Select
  Selection.Delete
  Selection.AutoFilter
  Range("A1").Activate
  ActiveSheet.Columns("A:Z").AutoFit
  Range("A1").Activate
  
  Columns("A:A").Select
  Range(Selection, Selection.End(xlToRight)).Select
  Selection.ColumnWidth = 120
  Selection.Rows.AutoFit
  ActiveSheet.Columns("A:Z").AutoFit
  Range("A1").Select
  ActiveWorkbook.Save
  'Message Box when tasks are completed
  MsgBox "Task Complete!"
  
  End Sub
  - Anonymous
    Not applicable
    6 years ago
    Actually, Power query was designed to do special transormations. My expectation is that you would be able to perform the same transformation in about 10 lines of code at most.

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