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How to add a user interaction into Power Query

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Manage episode 442886720 series 3560917
Content provided by CPA Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Reports are crucial to your work, aren't they? Power Query is a valuable tool for importing many types of data into Excel to help you create these reports.

However, it does have limitations.

In this episode, you’ll learn how to address one of Power Query’s key shortcomings: user interactions.

By using staging queries, reference techniques and range names, users can dynamically filter data within Power Query based on user-selected criteria.

For fast access, use these timestamps:

  1. 0:17 – About the variable Power Query function
  2. 3:37 – Implementing the query function
  3. 5:46 – Using a range name for a table
  4. 7:07 – Using a query to read the variable input
  5. 9:43 – Refreshing the power query
  6. 10:11 – Recap and use cases

Listen now to learn how to add a user interaction into Power Query.

Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:

Search for them in your podcast platform.

You can email the podcast team at [email protected]

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 442886720 series 3560917
Content provided by CPA Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Reports are crucial to your work, aren't they? Power Query is a valuable tool for importing many types of data into Excel to help you create these reports.

However, it does have limitations.

In this episode, you’ll learn how to address one of Power Query’s key shortcomings: user interactions.

By using staging queries, reference techniques and range names, users can dynamically filter data within Power Query based on user-selected criteria.

For fast access, use these timestamps:

  1. 0:17 – About the variable Power Query function
  2. 3:37 – Implementing the query function
  3. 5:46 – Using a range name for a table
  4. 7:07 – Using a query to read the variable input
  5. 9:43 – Refreshing the power query
  6. 10:11 – Recap and use cases

Listen now to learn how to add a user interaction into Power Query.

Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:

Search for them in your podcast platform.

You can email the podcast team at [email protected]

  continue reading

36 episodes

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