Power BI into Excel > Table Question

[maximillianrg]

Hello Excel Masters, thank you in advance for your help. I am trying to figure if what I need to do in excel will work

1. In excel > Data > Get Data > I select get Data from a Power BI and then I select Build table and select my fields. Lets say my table range is A1:C4 and the date updates correctly
2. Next I insert 2 columns in front of the table so now my table range is C1:E4
3. Next I select the table and under Table design select resize table and I change the range from $C$1:$E$4 to $A$1:$E$4
4. Next I label Column 1 Helper and Column 2 Notes so the table looks like this and at present everything is populated from the Power Bi and looks like this

Helper	Notes	Animal	Born	Color
		cat	06/01/24	orange
		dog	03/23/23	brown
		mouse	11/01/21	white

5. Now lets say I manually populate the cells under helper and notes. Here are my questions

a) Will the data refresh from Power BI normally even though I updated the table manually?
b) I manually add the note "The dog is great" to the table as shown below. Then the entry for dog is removed from the data source. I would think when the table refreshes the row would be removed and the
manual data I entered would be deleted but wanted to confrm. Is it deleted or could it possible remain and but be tied to difference data - like the mouse?

Helper	Notes	Animal	Born	Color
		cat	06/01/24	orange
	The dog is great	dog	03/23/23	brown
		mouse	11/01/21	white

 

[Matt Allington]

Have a read of this. It should help you

Self Referencing Tables in Power Query

Learn how to use self referencing tables in Power Query to allow you to add comments directly into a Power Query table, as part of the table.

exceleratorbi.com.au