Our company maintains a project database in Zoho. I'd like to export to xls multiple times per month and merge changes.
The basic info, like project ID and name, will never change. However, dates and volumes changeas the project develops.
My understanding is Power Query is the best for this but I don't understand how to manage the merging.
Screenshots posted below of a simplistic view of sample data and how it might change.
PS - I'll move to Power BI at some point in the future if that matters to build dashboards.
The basic info, like project ID and name, will never change. However, dates and volumes changeas the project develops.
My understanding is Power Query is the best for this but I don't understand how to manage the merging.
Screenshots posted below of a simplistic view of sample data and how it might change.
PS - I'll move to Power BI at some point in the future if that matters to build dashboards.
