Power Query Refresh & SUMIFS

**gaffney** · 07-15-2021, 04:47 AM

Hi guys,

New to this forum but moderate/advanced Excel knowledge, (Little VBA however).

I am struggling with something which might be incredibly easy.

I have source data from my SQL, through Power Query and i have added columns on to the generated table to include a SUMIFS which calculates Sales Figures based on 3 different criteria's.

However, when i click Refresh it REF's the field which was allocated in the table.
See below formula before and after

**AliGW** · 07-15-2021, 04:48 AM

Welcome to the forum.

There are instructions at the top of the page explaining how to attach your sample workbook.

**gaffney** · 07-15-2021, 04:49 AM

For some reason I am unable to post the actual formula used...

**AliGW** · 07-15-2021, 04:50 AM

Post the workbook as requested.

Your formula (do you mean M Code?) is probably triggering a security measure.

**romperstomper** · 07-15-2021, 04:51 AM

Is there a reason you can't do the calculations in PQ (or even in the SQL query)?

**gaffney** · 07-15-2021, 04:56 AM

Basically, the PQ pulls Account names and Account numbers and then i pull Sales Figures from a different database.
After getting the data, i then need to populate my table by Order Type & date range. I can pull the data from the SQL but to then filter it down into the required fields it isnt able to do it.

**AliGW** · 07-15-2021, 04:57 AM

And the sample workbook?

**gaffney** · 07-15-2021, 05:08 AM

Should be attached?

Hope that helps...

I cant display the PQ on here as it wont be linked to the SQL but when i hit refresh to update the account numbers/names. it then ruins the SUMIFS in the other columns.