Brief example of data import from different files (.accdb, .XLSM, .xslx, .txt), cleaning using Power Query and load to a single Pivot Table Report
Steps made it:
- Import Excel Files From Folder
- Transform extensions to all lowercase
- Filter to include only Excel Files in import process
- Extract Excel File Name to create New Column for City. Split By Delimiter
- Rename Column and Remove unwanted columns
- Add Custom Column with Excel.Workbook Function (M Code Function). Explanation of what functions extracts from the Excel Files
- Filter Out Excel Objects that do not meet Criteria = Sheet
- Filter out names that Do Not Begin With Sheet. Extract Worksheet Name to create New Column for SalesRep
- Final Append to get all Excel Worksheet that contain Proper Data Sets with a proper SalesRep Name
- Apply correct Data Types
- Load to Excel Sheet
- Change Default PivotTable Layout & Options
- Build PivotTable Report
- Add New Excel Workbook Files to the Folder & Refresh the Query and PivotTable