Change the Power Query source based on a cell value | Data refresh automation | Excel Off The Grid

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  • เผยแพร่เมื่อ 26 ม.ค. 2025

ความคิดเห็น • 227

  • @geektimes7591
    @geektimes7591 10 หลายเดือนก่อน +1

    Most helpful video ever. Not even ChatGPT was as clear as you. Thank you!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  10 หลายเดือนก่อน +1

      I find that Actual Intelligence always beats Artificial Intelligence 😂

  • @JB-qc5de
    @JB-qc5de 4 หลายเดือนก่อน +1

    You would think after watching this video so many times I would have it memorized but here I am again using it in another excel file. It is on my top 10 most useful/ watch videos. Thank you for creating it.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 หลายเดือนก่อน +1

      As much as I like the views, I would advise creating a text file with the code in it and save it on your desktop. Then you can just copy/paste the code each time.
      Or at least, that’s what I do. 😁

  • @ismaelkourouma5558
    @ismaelkourouma5558 2 ปีที่แล้ว +5

    Thanks Mark. This is the best and quick way to update the file path into Power Query.
    I have just amended a bit to have something fully automated by using the following formulas to get the file name and the file path without no manual change:
    =CELL("filename") then
    =MID(B4,FIND("[",B4)+1,FIND("]",B4)-FIND("[",B4)-1) assuming the fomula above is in the cell B4
    =LEFT(B4,FIND("[",B4)-1) assuming the fomula above is in the cell B4
    Thats all. Simply but very efficient.
    Cheers

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Great work. That’s a nice addition 👍

  • @rogeriopenna9014
    @rogeriopenna9014 ปีที่แล้ว +1

    It worked! Awesome! Will be using this with PowerAutomate Desktop, where PowerAutomate Desktop will be changing the paths and filenames based on another Excel file list.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  ปีที่แล้ว +2

      Yes!!! That’s exactly what I do 😁

  • @markroy1542
    @markroy1542 4 ปีที่แล้ว +2

    So far the easiest and simplest method I found in youtube! Thank you!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      I had used a harder version for years. Then I found this.
      It just takes a little knowledge with M code. 😀

  • @alexandrereisonline9091
    @alexandrereisonline9091 ปีที่แล้ว +1

    Thanks!!! I used this tutorial and had complete success!!!

  • @unw0rthy
    @unw0rthy ปีที่แล้ว +1

    This is brilliant and helped me from copying and pasting from a bunch of different workbooks. Thank you!!

  • @davidfamilydoctor9430
    @davidfamilydoctor9430 15 วันที่ผ่านมา

    I previously would load parameter as table, then drill-down to a string. But even that did not work the other day, inexpicably. Happy to find this approach.

  • @jasminechater718
    @jasminechater718 3 ปีที่แล้ว +7

    Thank you, thank you, thank you! I have been looking for this all week!! So simple and useful - thanks a billion :D

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      No problem, glad I could help 😀

    • @paulv3216
      @paulv3216 ปีที่แล้ว

      @@ExcelOffTheGrid This is great information. Can you show how to do this for a SQL statement? Eg. I want to just update 1 value in SQL without having to open the editor for each query. So my SQL statement might say where value=100 and I want to update them to say where value=200 using this method or something as simple.Thanks.

  • @CHEMELLE_B
    @CHEMELLE_B 2 ปีที่แล้ว +2

    Works brilliantly! And the video was easy to follow. Thanks so much!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Thanks Chemelle, I’m glad you found it useful.

  • @spharaoh27-dv1fw
    @spharaoh27-dv1fw 3 หลายเดือนก่อน +1

    Amazing as always. Knew it was an old one as there's no "if you're ready, let's get started"! Your presentation has come on heaps since these vids :)

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      I try not to look back at old videos - they make me cringe.
      I’m sure I will look back at current videos and feel the same in a few months. 😁
      It’s funny that my inability to know how to transition from an intro to the main content has ended up becoming a catch phrase.
      That’s video includes such a crucial technique. Maybe I should give it an update so that it reaches more people. 😁

  • @reversemoustachecat8127
    @reversemoustachecat8127 3 ปีที่แล้ว +4

    Pure gold!! I have used your tutorial video to figure out how I can update a query web path name using a similar method. Now my data table changes based on the stock symbol entered without the limitations of the office365 data types. Thank you!

  • @michelleday6876
    @michelleday6876 ปีที่แล้ว +1

    Just what I was looking for! Thank you!

  • @peggymahabir6108
    @peggymahabir6108 2 ปีที่แล้ว +1

    Sweet! It worked perfectly. A simple and easy to follow tutorial. Thank you!!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      Thanks Peggy. Glad I could help 👍

  • @maxzr
    @maxzr 3 ปีที่แล้ว +2

    I liked your video. That was exactly what I was looking for. Thanks!

  • @beabeeeee
    @beabeeeee 2 ปีที่แล้ว +2

    Then how about we make the file name on drop down list? is that possible?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Yes, you can. Just add a named range to the cell with the data validation drop down list.

  • @grahamhitchings
    @grahamhitchings ปีที่แล้ว +1

    Brilliant!! I used this method to update a stored procdure call based on the values inserted into a couple of spreadsheet cells. Many thanks :)

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  ปีที่แล้ว

      Nice work! I’m glad you could put it to good use.

  • @calebgerweck2163
    @calebgerweck2163 4 ปีที่แล้ว +1

    Thank you. This is by far the easiest explanation for this.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      Thanks - I've used a number of more complicated methods. But this seems to be the easiest and fastest.

  • @OzduSoleilDATA
    @OzduSoleilDATA 4 ปีที่แล้ว +2

    Very good explanation. Very useful!

  • @jasonjackson4555
    @jasonjackson4555 3 ปีที่แล้ว +1

    This is great! I’m going to use this at work right away!

  • @timosborn73
    @timosborn73 10 หลายเดือนก่อน +1

    I was trying to do this with Parameter queries and then I saw this, great technique, thank you!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  10 หลายเดือนก่อน

      It's all the same methods, but applied in a slightly different way. Hopefully this way is easy to replicate.

  • @deprive-999x
    @deprive-999x 2 ปีที่แล้ว +2

    How can you auto refresh after you change the File Path?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      I’ve got a video here that explains how to do it.
      th-cam.com/video/1sD_HOX0RSk/w-d-xo.html

  • @wiggumo
    @wiggumo 2 ปีที่แล้ว +2

    Does this work for web links?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Yes it can work with web links,
      but you’ll probably need to deal with the Privacy settings and Formula.Firewall error.

    • @wiggumo
      @wiggumo 2 ปีที่แล้ว +1

      @@ExcelOffTheGrid thanks. So I've got an issue I'm using a table with 2 columns, one with a list of URL with the data source to these URL Is a csv. The issue I'm having is that if you change these URL, it's coming up with error message because it is keeping the headers of the first URL I did originally! What can I do to fix it? And I can't attach images here unfortunately

  • @ilpol4349
    @ilpol4349 2 ปีที่แล้ว +2

    Thank you, really useful !!! I applied it to Dynamic Web Query using dynamic URL based on cell values and it works too.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Well done - good work. The principles apply to so many areas.

  • @hazemnabil4143
    @hazemnabil4143 ปีที่แล้ว +2

    What if we have multiple file names that need to load all of them into multiple tabs

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  ปีที่แล้ว +1

      Try this… th-cam.com/video/23nulGrMBAM/w-d-xo.htmlsi=bCC0Ck7AnjmSd5Vw

  • @danielmpinga4102
    @danielmpinga4102 9 หลายเดือนก่อน +1

    This worked out perfectly. Thanks!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  9 หลายเดือนก่อน

      Great news, I’m glad I could help.

  • @markringrose188
    @markringrose188 3 ปีที่แล้ว +1

    Brilliant. Really helpful and easy to understand

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Thanks Mark, I'm glad it was helpful 😀

  • @Koniogdy
    @Koniogdy 2 ปีที่แล้ว +1

    Mark - thank you for these videos. They are really extremely well explained and usefull!!
    I've implemented Your tricks without any problems (works like a charm) and really appreciate for Your help.
    Well done!
    Jarek.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      Thanks Jarek I appreciate that. I’m glad you’ve found them useful. 👍

  • @kirtirajpoojary8043
    @kirtirajpoojary8043 3 ปีที่แล้ว +1

    You made my day, thanks and keep posting something new !! :)

  • @venusyu7475
    @venusyu7475 2 ปีที่แล้ว +1

    The best and simple way!

  • @danial.amirian
    @danial.amirian 2 ปีที่แล้ว +1

    Very useful, thank you very much 🙏🙏🙏

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      You’re welcome. It’s a really useful technique.

  • @dhananjaypinjan2643
    @dhananjaypinjan2643 2 ปีที่แล้ว +1

    Thanks a lot for most useful PQ trick 👍 Very well explained 🙏🙏🙏

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      Thank you. I hope you can put it to good use 😀

  • @MyAvn
    @MyAvn 2 หลายเดือนก่อน

    Great video thanks Mark

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 หลายเดือนก่อน

      Glad you enjoyed it 👍

  • @alecseidman5601
    @alecseidman5601 6 หลายเดือนก่อน

    So cool! Worked great for me!

  • @justadancer7x43
    @justadancer7x43 ปีที่แล้ว +2

    Will this method work if I’m trying to pull a dynamic table name out of a static access database? The access database will not change but the table I’m pulling from will. All tables being dynamically pulled would have the same fields but different data?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  ปีที่แล้ว +1

      Sorry, but I’ve not used it with an access database. Try it, and see.

  • @Mukdeni
    @Mukdeni 3 ปีที่แล้ว +1

    Thank you for the awesome video! It's very very helpful

  • @yesbose
    @yesbose 2 ปีที่แล้ว +1

    This is simply a great method.

  • @Harziona
    @Harziona 3 ปีที่แล้ว +2

    Brilliant idea. Thanks so much for sharing. How about if the data source is a SQL Server instance name? Can I use the same method in the video?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      Yes, this approach should work with any text string within the M code.

    • @Harziona
      @Harziona 3 ปีที่แล้ว +1

      @@ExcelOffTheGrid Thanks so much. Yes, it works.

  • @alpeshshah891
    @alpeshshah891 4 ปีที่แล้ว +1

    Brilliant, thank you for the simple but most effective method of explaining how to do this, I already have many ways of using this to create great reports.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      Fantastic news - I’m glad you could put it to immediate use. 👍

    • @daytonrowen4515
      @daytonrowen4515 3 ปีที่แล้ว

      i realize it is kinda off topic but do anyone know of a good site to stream newly released series online ?

    • @kartermorgan5795
      @kartermorgan5795 3 ปีที่แล้ว

      @Dayton Rowen Flixportal

    • @daytonrowen4515
      @daytonrowen4515 3 ปีที่แล้ว

      @Karter Morgan Thanks, signed up and it seems like a nice service :) I appreciate it !

    • @kartermorgan5795
      @kartermorgan5795 3 ปีที่แล้ว

      @Dayton Rowen You are welcome xD

  • @little_buster4289
    @little_buster4289 2 ปีที่แล้ว +1

    Thank you so much! I needed a method to change what the source was at a certain time every night because the live source defaults to the wrong day for a few hours every night. I initially tried a “try/otherwise” method, but it still got an error (“couldn’t convert to number”). This worked great!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      That sounds like a really annoying scenario. I’m glad I could help out.

  • @LOLO-ro7hh
    @LOLO-ro7hh 3 ปีที่แล้ว +1

    Thanks a lot 😊

  • @choychaby4386
    @choychaby4386 2 ปีที่แล้ว +1

    Exactly what i need for my current project requiring flexibility for the file source. Thanks

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      You're welcome. I love a bit of flexibility.

  • @doublesundaygoku8097
    @doublesundaygoku8097 4 ปีที่แล้ว +1

    Best Solution. No firewall formula error

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      I hate that error! Glad I could help.

  • @diggable
    @diggable 2 ปีที่แล้ว +2

    thank you! I have 6 files that I have to import to power query, and have to this manually for the last 4 weeks now. The only difference is there's a diff folder each day, folder names are named after the date ie. 070722. This code makes it easy.

  • @DavidWarbeck
    @DavidWarbeck 3 ปีที่แล้ว +1

    Thanks so much - very helpful.

  • @einikureini
    @einikureini 2 ปีที่แล้ว +1

    Amazing! Thank you a lot!!!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      You’re welcome, I’m glad you found it useful.👍

  • @shivalaveti9405
    @shivalaveti9405 3 ปีที่แล้ว +1

    Awesome, very simple and usefull

  • @juliocosta2237
    @juliocosta2237 4 ปีที่แล้ว +1

    Fantastic explanation !!! Tks

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      Thanks - I’m glad I could explain it well enough. 😀

  • @franciscoarruda1
    @franciscoarruda1 3 ปีที่แล้ว +1

    Thank you, thank you and thank you!

  • @ecashmarketing
    @ecashmarketing ปีที่แล้ว +1

    good stuff. Thanks for sharing.

  • @o_felipecarvalho
    @o_felipecarvalho 3 ปีที่แล้ว +1

    Great video!!! I use only to point to the folder path and that was exactly what I was looking for!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Excellent news :-) Glad you liked it.

  • @luisganhao1316
    @luisganhao1316 3 ปีที่แล้ว +1

    Hello, excellent video has been looking for this solution for a long time. Is this method possible now between an xlsx file and an odbc connection? Thank you

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      I'm not sure to be honest. As I've not tried it with an ODBC. If the M code displays the the ODBC parameters separately then, Yes, I expect so. But you might encounter the Formula.Firewall error. If you do, you'll need to change the the Privacy Settings.

    • @luisganhao1316
      @luisganhao1316 3 ปีที่แล้ว

      @@ExcelOffTheGrid Thank you very much, i´l trie

  • @nataliaartimenia8384
    @nataliaartimenia8384 2 ปีที่แล้ว +2

    thank you for the tutorial! I got one file to work but adding a second file and second set of references is failing :( so I am building a comparison PQ of current month data to prior month data and it's a ton of data :) I just need to be able to import 2 files by updating the file path references and then comparing these two files which I can do but creating a second import is troublesome

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      You can’t use the same names, but apart from that it, should be the same process.

    • @tsvetelinalalova9036
      @tsvetelinalalova9036 2 ปีที่แล้ว +2

      @@ExcelOffTheGrid Do you mean that you can't use the same name for the cell that is named FoderPath? What about for the begging of the code in the advanced editor where we must write FilePath=...Should it be changed?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +2

      @@tsvetelinalalova9036 The name of each step must be unique within the query. So if you've already used:
      FilePath=.....
      Then you need another name, such as
      FilePath2=.....

    • @tsvetelinalalova9036
      @tsvetelinalalova9036 2 ปีที่แล้ว

      @@ExcelOffTheGrid Thank you. It works. I made three folder paths and named them "FolderPath", "FolderPath2", and "FolderPath3", and called the cells where it is placed the Folder paths in the same way. I made three queries from three folder paths and merged them in some stages in the data processing. Now I have the result I have wanted to achieve. I have only one idea - to set the formula in the cells where the folder path and when I put the file in a particular folder formula to generate the folder path, and there isn't any need to paste a link with the folder path.

  • @dataninja6163
    @dataninja6163 3 ปีที่แล้ว +1

    That was awesome bro!

  • @heshamfouad8886
    @heshamfouad8886 3 ปีที่แล้ว +1

    Thank You so much for the simple explanation,
    Can you please explain a little bit the explanation of the M code, or point me to where can I understand it ?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      To fully understand M code takes quite a bit of learning. There is a great resource by Ben Gribaudo which gives a solid introduction to the language.
      bengribaudo.com/blog/2017/11/17/4107/power-query-m-primer-part1-introduction-simple-expressions-let

  • @CuriousProfessional
    @CuriousProfessional 11 หลายเดือนก่อน

    This is super useful, but I'm wondering how we would do this with SharePoint files? Is there a way to have a dynamic cell in Excel that calls to a SharePoint Folder path?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  11 หลายเดือนก่อน +1

      Yes that is possible.
      Here is how to connect to the file: th-cam.com/video/JDdjDWZdxLE/w-d-xo.html
      Then apply the same techniques as this video to get the dynamic path.

    • @CuriousProfessional
      @CuriousProfessional 11 หลายเดือนก่อน

      Thank you so much Mark, you’re amazing!!!

  • @nairobi203
    @nairobi203 ปีที่แล้ว +2

    I did not like it.... I L O V E D it.... so useful...... Thanks.... Do you have something similar for Access, linked table manager?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  ปีที่แล้ว +1

      Sorry, I’ve not used Access for about 20 years.
      Might be worth checking out this video for some more technical considerations:
      th-cam.com/video/_MtuqO9Cj1E/w-d-xo.html
      It might help you out to apply it to other situations.

  • @dbzgabe
    @dbzgabe 4 ปีที่แล้ว +2

    What if you want this to point a table on a separate tab in the same workbook? Anything special that I should be aware of?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว +2

      To use a table, everything is the same, except 1 thing. Instead of [Column1], you'll need to use the name of the column header from the table.

  • @WJA5
    @WJA5 3 ปีที่แล้ว +3

    Hi Mark. Great video! Question: what if you have multiple files that you use inside your Power Query ( I currently have three)? May I just define the folder instead and not define the file(s)? Thank you and keep up the great work!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +4

      In Excel go to:
      Data > Get Data (drop down) > From File > From Folder.
      Check out this post:
      exceloffthegrid.com/power-query-import-all-files-in-a-folder/
      This will enable you import files in a folder. Once you've created the query, you can apply the same principles as the video to use a cell value to point to a folder (rather than files).

    • @WJA5
      @WJA5 3 ปีที่แล้ว +1

      @@ExcelOffTheGrid Thank-you Mark...I've tried the steps you mentioned, however I get the error "Expression Error" We Cannot covert a value of type Record to type List. Details: Value = [Record] Type = [Type]. Note: I am Merging files from Folder and not Appending. Thanks Again!!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      @@WJA5 I’m not sure why you are merging when combining files from a folder. I might be misunderstanding something.
      I don’t have a video for this technique, but you can check out this post:
      exceloffthegrid.com/power-query-import-all-files-in-a-folder/

  • @frankief7111
    @frankief7111 2 ปีที่แล้ว +2

    If the Power Query already has these as query Parameters is there a way of feeding the Parameters from a cell?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      There is no way to do a direct switch. You will need to switch it over in the M code so that everything points to the new parameter.

    • @frankief7111
      @frankief7111 2 ปีที่แล้ว +1

      @@ExcelOffTheGrid Thanks. I guess need to think about when to use meta parameters and when to use this named cell technique. When using with Power BI parameters are nice.

  • @casinoguy786
    @casinoguy786 3 ปีที่แล้ว +2

    Thanks for this trick.
    Tricky part is to make on a file stored on a "One Drive" . Since the File Path formula gives you a web address and then through Power query you need to Login using Microsoft / Windows / Organizational Credentials.
    It worked well for the 1st time when I chose the path for the Source as below
    Source = Csv.Document(Web.Contents(FilePath & FileName)...
    But failed on subsequent refresh, and returns a 404 error not found...
    Any thoughts on how would you handle this?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      Wyn Hopkins in the Access Analytics TH-cam channel has some videos covering that.
      You should check that out.

  • @tristanperez5211
    @tristanperez5211 3 ปีที่แล้ว +2

    Hi nice explanation. And how about changing the SQL statement parameter based on cell value in Power Query?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      Not being an SQL guy myself it’s difficult to answer. Presumably the SQL is a shown as a text string within the Advanced Editor, therefor the principles from the video would be similar. But in the M code you would replace the SQL statement rather than the file path.

  • @sannyideb
    @sannyideb 2 ปีที่แล้ว +1

    I want to do it in my query, but the issue is that my table path is actually web path. So it is web query, is there a way to do the same for web query as well

  • @GraeHunter
    @GraeHunter 7 หลายเดือนก่อน +2

    thaks for this - need to do this for a folder content PQ

  • @guguo11
    @guguo11 3 ปีที่แล้ว

    Fantastic work! Thanks for sharing :)

  • @YugoGautomo
    @YugoGautomo 3 ปีที่แล้ว +1

    Thank you. it's very helpful. This method also could apply to get data from the web, with parameter/source from cell. I've tried it.
    Thanks.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Good news, I’m glad it worked 😀

  • @Sri-Nivas
    @Sri-Nivas 4 ปีที่แล้ว +1

    It's awesome.. More videos needed In power query topic

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว

      Yes, there will be more videos in Power Query coming. You can also check out my blog for more Power Query content - exceloffthegrid.com

  • @m1cannas
    @m1cannas 3 ปีที่แล้ว +1

    Works well. Thanks

  • @Sri-Nivas
    @Sri-Nivas 4 ปีที่แล้ว +1

    I understand that it works only for the current workbook with the query.. What if am querying in a file which is connected to another database file? The database file is my source file. Is there any changes in M code when I change the database file into another location?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว +2

      You need to start with the query already operating correctly (i.e. linked to whatever the original source is).
      The code for that query will have a hardcoded value. Use this technique to replace the hardcoded value with a cell link.
      Provided your original query works, then this technique should work.
      If you've got a different scenario then it sounds like you'll need to play with it, to see what it can do.

    • @Sri-Nivas
      @Sri-Nivas 4 ปีที่แล้ว +2

      @@ExcelOffTheGrid I will try it and let you know.. 😊

  • @pauliboo22
    @pauliboo22 5 หลายเดือนก่อน +1

    That's far better than using parameters to pull data from the sheet

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  5 หลายเดือนก่อน

      It's the same code as using the parameter from a sheet. But it is applied in a way that avoids the Formula.Firewall issue which can catch us out.

  • @Faith4AllofLife
    @Faith4AllofLife ปีที่แล้ว

    Hi Mark, what tweaks would I need if the source is a PDF?

  • @rahulkalingeri1206
    @rahulkalingeri1206 4 ปีที่แล้ว +1

    Hello Mark,
    what will be the code if i have to define a variable based on a cell value in the current workbook for a hardcoded text value for ex: some filter value which is hard coded but I would want to define a variable with a cell reference for it in my excel sheet
    what will be the exact code to define it?
    Thanks for your reply in advance

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว +2

      It’s the same process, but instead of replacing the hard coded file path, you replace the hard coded filter value.

    • @rahulkalingeri1206
      @rahulkalingeri1206 4 ปีที่แล้ว

      @@ExcelOffTheGrid Thanks a lot
      It worked :-)

  • @gokukanishka
    @gokukanishka 2 ปีที่แล้ว

    Thanks can you please show the same for a SQL

  • @Yoffa006
    @Yoffa006 2 ปีที่แล้ว +1

    Thanks a lot!

  • @iankr
    @iankr 3 ปีที่แล้ว

    This is great. What about if the file is located on SharePoint?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      This method works with any parameters, it’s not specific to File Paths.
      So, just replace the text string containing the SharePoint file path.

    • @iankr
      @iankr 3 ปีที่แล้ว +1

      @@ExcelOffTheGrid Thanks

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      @@iankr No problem 👍

  • @KelvinAdityo
    @KelvinAdityo ปีที่แล้ว

    Big thanks Mark.

  • @cdey2010
    @cdey2010 6 หลายเดือนก่อน

    How to select multiple files

  • @jazzistation4802
    @jazzistation4802 2 ปีที่แล้ว +1

    Im trying this for a Web query as i need to change the last letters of the URL: i saw (when dividing it in parts) that it does divide strings like this:
    ...page/catalogue/2022" & "/" & "January")
    i tried pasting my variable "month" like this: ...
    ...page/catalogue/2022" & "/" & Month) but it shows an error regarding a key not corresponding to a row in the table.
    Can someone help me find a solution?
    I'm new to excel so if im doing something really wrong im sorry 😅

  • @bridgetbee9210
    @bridgetbee9210 2 ปีที่แล้ว +1

    Hey I'm having trouble with this, even though i've triple checked and everything matches, every time i try to refresh, i get this error: "We couldn't find an Excel table named 'FileName'."
    Has anyone else run into this issue?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว

      It's likely there is a typo, or something hasn't been setup in the right way. I suggest deleting the steps and trying again. It should work, I did it yesterday :-)

  • @wj04
    @wj04 6 หลายเดือนก่อน

    how can I do this with filepath and filename in a separate excel sheet? (rather than the current one)

  • @anle403
    @anle403 4 ปีที่แล้ว

    Thank you. A very useful trick.

  • @m.raedallulu4166
    @m.raedallulu4166 3 ปีที่แล้ว +1

    Nice & Easy

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +1

      Thanks, I try to make things easy (it doesn't always happen though 🤪

  • @smartshan4u
    @smartshan4u 4 ปีที่แล้ว +1

    Very Impressive!

  • @HobbyFinn2
    @HobbyFinn2 2 ปีที่แล้ว +1

    There are multiple ways of soing this. This is the 3rd I’ve seen. Maybe the simplest. Another nice one was a custom M function that returned parameter values based on name. The source was a table in the worksheet.

  • @kiarashvasseghi9898
    @kiarashvasseghi9898 10 หลายเดือนก่อน

    How can I change the code if my source data is not in Table format?

  • @spikeyclive7325
    @spikeyclive7325 4 ปีที่แล้ว +1

    Thanks. This was a really useful video especially using named ranges. However, how do you solve the resulting Privacy error that occurs thereafter without setting the privacy settings to 'Ignore All'?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +2

      That issue is because external queries with different privacy setting are both trying to land data in the same query.
      The best way to solve this is structurally. Have queries which import the raw data (load as connection only), then staging queries which manipulate the raw data query (load as connection only), then have final queries which provide the final format for loading the data to the Worksheet or Data Model.
      This also helps to manage queries in a structured way.

  • @mariansdraila
    @mariansdraila 3 ปีที่แล้ว +1

    If you would want to add a browse button right beside the cell that contains the file path so that you won't need to manually copy and paste the file path in the cell, how you would do that?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      To do that you should use a macro which is triggered by a button or picture.
      Check out the VBA code here:
      exceloffthegrid.com/selecting-file-using-filedialog/

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      Actually, I think I’ll create a separate video in this, as it’s a question that I’m sure lots of people will have.

    • @mariansdraila
      @mariansdraila 3 ปีที่แล้ว +2

      @@ExcelOffTheGrid I already found the answer to my question but it turns out that for my case scenario it's actually better to have the file path relative to the file I'm working on! I already did that but both scenarios are good material for a video tutorial!

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว +1

      @@mariansdraila My video maybe a few weeks away yet, so I’m glad you’ve got and answer already. Hopefully it will be useful to others 😀

  • @LuisDalmoneki
    @LuisDalmoneki 3 ปีที่แล้ว +1

    Parabéns, excelente conteúdo, Já fiz a minha inscrição. Muito obrigado, sanou uma duvida monstro que tinha.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Ótima notícia, fico feliz em poder ajudar. (using Google Translate)

  • @mikkellyshj1034
    @mikkellyshj1034 3 ปีที่แล้ว

    Thank you for a good video. Unfortunately I cannot make it work, when I want to reference to a folder of files (Only FilePath)?
    Can you help?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      The methodology is the same for a file or a folder. The M code will create a text string. That's the part of the code you would replace.

  • @SamehRSameh
    @SamehRSameh 3 ปีที่แล้ว

    If i need more than one excel file in folder ???

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      If you want all the files in a folder then use the Data > Get Data > From Files > From Folder method, then you only need a single parameter.
      Alternatively, you could:
      - Use the From Folder method
      - Create a separate Table with the file names listed
      - Apply a merge transformation which only keeps the files listed in the folder.

  • @abhaydixit9402
    @abhaydixit9402 8 หลายเดือนก่อน

    What if my data source is a web link?
    Will it work then?

  • @Lutfitince
    @Lutfitince 2 ปีที่แล้ว +1

    Why did we have to separate the folder path and the filename? What if we tried to enter them together, at once?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 ปีที่แล้ว +2

      Yes, you can do it all in a single cell. I just happened to set up the example with two separate elements 😀

    • @lisaschlukebir7669
      @lisaschlukebir7669 2 ปีที่แล้ว +1

      @@ExcelOffTheGrid would you be able to show an example of this? I am trying to do so but then the next applied step for finding the sheet name within the file is giving me "Expression.Error: The key didn't match any rows in the table".

  • @meezant
    @meezant 4 ปีที่แล้ว +1

    What about getting the sheet name based on a cell value?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว +1

      The method is exactly the same. But rather than replacing the hardcoded file path in the M code, replace the hardcoded sheet name.

  • @prajac
    @prajac 3 ปีที่แล้ว +1

    I've looking for how to do this. Thank you.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Glad to help :-)

    • @prajac
      @prajac 3 ปีที่แล้ว

      Can you do something on XML data sources. I'm having so much difficulty trying to remove XML tags

  • @pauliboo22
    @pauliboo22 5 หลายเดือนก่อน +1

    Instead of adding that backslash at the end of the filepath in the cell (which if you're sharing this with less technical people, they will forget), why don't you code it into the source as FilePath & "\" & FileName

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  5 หลายเดือนก่อน +1

      Yes, that is an option. You could even use an if statement to add the "\" if it is missing.

  • @rahulkalingeri1206
    @rahulkalingeri1206 4 ปีที่แล้ว

    Hello Mark,
    Is it possible to update the power query name based on a cell value?
    I see that the step of renaming the power query is not recorded.
    So, is there a way or an option to update the power query name based on a cell value?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  4 ปีที่แล้ว +1

      Not that I'm aware.
      If you're using the data model in Excel, then changing names becomes a pain. So I'm not something you would want to do.

  • @jimriseborough
    @jimriseborough 3 ปีที่แล้ว

    Trying to do this with a MDB file, sort of the same thing, but not getting it to work. any chance of a pointer to help?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Hi Jim - Sorry, it's not something I have tried. It's been a while since I have used Access. Is all the information you need to connect to Access included in the text string in the PQ Advanced Editor?

    • @jimriseborough
      @jimriseborough 3 ปีที่แล้ว

      @@ExcelOffTheGrid thanks. I’ve sorta got it working now

  • @SpiritualMotto
    @SpiritualMotto 4 ปีที่แล้ว

    I need help on changing column name on daily to filter, when i first did my filter on my source column name is [xxx 25/10/2020] and filtered with "5" next day my column name is changed to [xxx 26/10/2020] when i refresh, it shows error like column is not found. Note: i dont want it to rename, i need source header as it is in output as well. I tried using table.columnnames(source){1} to filter based on column index instead of static column name as [xxx 25/10/2020] however, after refresh, it shows table is empty. There is no error but data is not getting populated. I need support to fix this.

  • @asam
    @asam ปีที่แล้ว

    I get the following error:
    Expression.Error: The import Column1 matches no exports. Did you miss a module reference?

  • @lets_get_it
    @lets_get_it 3 ปีที่แล้ว

    What if your Query pulls data from a data base and you want to be able to change databases

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 ปีที่แล้ว

      Is the database name is contained in the M-code as a string within the advanced editor? If so, then I think this should be possible using this technique.