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There is a folder with 27 files (Funds) with the same structure.
Goal - Combine the 27 files into into 1 file reformatted into a tabular format using get file > from folder. There are identical transformations to be made for each file before combining.
Problem - I edited the Transform Sample File with transformations. The total "Applied Steps" are as follows:
Source
Navigation
Transposed Table
Removed Columns
Appended Query
Transposed Table
Reordered Columns
Filled Down
After the above Transposed Table step, I duplicated the Transform Sample File which created a Transform Sample File (2) query. The total "Applied Steps" in this query is as follows:
Source
Navigation
Transposed Table
Removed Other Columns
Kept Range of Rows
Renamed Columns
Next, I created an Append Query to append the "Header 1 - Col1, Header 1 - Col2, Header 1 - Col3, Header 1 - Col4" Columns in Transform Sample File (2) into TransformSample File, but on the same row as the Header 2 columns.
In the "Other Queries", When the combination happens, it seems to only include the transformations (Transform Sample File (2)) of Fund 1, and repeats with Fund 1 Data for the remaining 26 files. My expectations were that the transformations would repeat for each Fund and reference the relative fund.
Was duplicating the Transform Sample File in order to move the Header 1 columns / data in line with Header 2 columns / data the cause of the issue? Is there a more efficient way to achieve a combined tablular format of the 27 files? Any help would be appreciated 🙏🏾
Your transform file becomes a function applied to the Folder table column. What you should do is once you've applied the first transform file, filter to just one table, open it, then make a reference query to that single table. Make your additional transforms there, and then make that query a function (you'll need to make the Source = a parameter)
Now you have a function, copy it to notepad. Go back and undo the filter to just one table, and apply your new transform function to the table column. It may be a little tricky depending on your experience.
--Nate
Are you (or anyone) able to walk me through these steps? This is definitely a little more complex than I thought it would be.