excel - Data import from new reports and automatically update existing records in existing data -


i seek expert advice of of in accomplishing work related task.

task : task perform analysis on reports obtained worksafe monthly , weekly , getting valuable information out. for example :

  1. number of injuries on monthly basis drilled down department , divisions.
  2. total days lost in year
  3. count of type of claims
  4. possible return date.

so receive these reports , add modified columns it. correct employee names , id's create relationship between employee database in powerpivot position, dept , division.

now every month in new report there 2 or 3 new claims added it, , existing claims updates info. updated return work date, short term disability days etc.

currently go through them manually , it's time consuming , tiring. if there there older claims weren't getting updates could've imported folder using power query , added steps remove duplicates. however, if remove duplicate claims using powerquery now, i'll removing same claims updated info.

could here suggest efficient way power query or other approach?

thanks in advance. i'd appreciate time , effort.

if use powerquery , select source file -> folder, when choose combine , edit table first column named source.name; use differentiate updates.

for instance: if start 2 excel files in same folder (theoretically, different date source files you)...

ws1.xlsx: enter image description here

ws1 - copy.xlsx:enter image description here

then use folder both in source...

enter image description here

(navigate folder appropriate.)

...and select combine & edit...

enter image description here

...and select worksheet...

enter image description here

then this:

enter image description here

...and clear information came source file.


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