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Power Query – Table update within a worksheet from an outside table download.

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  1. #1
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    Cool Power Query – Table update within a worksheet from an outside table download.

    I am wondering if you can use “Power Query” with a worksheet that has data that is manually updated in columns 1-10 and a table that updates from an Excel download from my stock brokerage account in columns 11-18. The problem I’m encountering is when I do a file merge in “Power Query” it creates a table in columns 1-18 (instead of just updating the table in columns 11-18) and I lose the formulas in columns 2 & 3. If possible, I want to keep the data in columns 1-10 in traditional Excel form and I want to be able to “Refresh” the data in the table (columns 11-18) and have it import the new data downloaded.

    I have two unique identifier columns to allow the spreadsheets to line up the rows when merged. They are the stock call letters and either “T” for traditional IRA or “R” for my Roth IRA.
    So in summary, is it possible to use "Power Query" to update a table within a worksheet, leaving the rest of the worksheet in traditional Excel format? Does anyone know of a YouTube video that explains how to do this well?

    Thanks, Joe

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    Forum Moderator alansidman's Avatar
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    Re: Power Query – Table update within a worksheet from an outside table download.

    Are you bringing each "table" into PQ separately or trying to bring it already combined in Excel. I am a bit confused by your explanation. Can you provide a sample worksheet (dummy info) that is representative of your actual data. Show us what you have and then mock up a solution manually so we understand completely what you expect the results to look like. I suspect you have not received any response as your expectations are not clear in this thread.
    Alan עַם יִשְׂרָאֵל חַי


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