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jy1
Frequent Visitor

Self referencing in power query for retaining formulas

Hi,

 

I have created successfully a self referencing table in excel that has an extra column that data can be added into manually and stays aligned with correct columns when sorted.  My next objective is to add data manually in excel in column that already has formulas in it but when I refresh the formulas disappear and therefore won't generate more input when excel source is updated.  I have thought of adding a separate column for inputting in which can then be included in another column also holding power query derived data but seems a bit clumsy?  Would you have any ideas on this please?  I hope this makes sense.  Thanks.

2 REPLIES 2
Anonymous
Not applicable

Hi @jy1 ,
Based on your description, you can use power query to create a custom column to achieve your goal. This created custom column will be bound to the data you already have and you can also use the merge option to manipulate both columns.
Add a custom column (Power Query) - Microsoft Support
Add a custom column - Power Query | Microsoft Learn
Ultimate Guide to Adding Columns Using Excel Power Query (popautomation.com)

Best regards,
Albert He


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

jy1
Frequent Visitor

Thanks Albert for your suggestion but am still not sure how to enter data in Excel column that also holds formulas so would be grateful please for any help on this using power query custom columns.

 

Thanks again

 

Julian Yorke

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