custom column if statement based on excel cell value

Will85

Active Member
Joined
Apr 26, 2012
Messages
253
Office Version
  1. 365
Platform
  1. Windows
I am new to power query.

I have a query loaded into my workbook from a SQL database.
I have a pivot table pulling data from the query.
My query includes a column called Period, each record has a value that corresponds to the month that that the entry was made
I am trying to filter my pivot table based on period.
I am trying to control that filtering based on the cell value in sheet1 cell a1
I have 30 tabs, each with its own pivot table, so I am trying to filter all 30 at the same time instead of having to manually adjust each filter each month.

I want to add a custom column (which will then be included in my pivot table) that does an if statement.
If the value in my Period column of my query is less than or equal to the value in sheet1 cell a1, then I want my custom column to evalute to "include", if its false then "exclude"

Then I can include this custom column in my pivot tables, filter one time on "include" and then I imagine every time the value in cell a1 is updated, my data will refresh along with my custom column, and therefore my pivot tables.
 

Excel Facts

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.

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