Hi everyone. I am very new to power query in excel. So if the question seems really basic should-know stuff I apologize and appreciate any insights and guidance.
From our web based inventory control software I can isolate a report that shows who has what. That report always has the same name, exports in .xlsx format, and overwrites the report on file.
I would like to create a workbook to aggregate the amount of items on hand by a person daily.
I can create the query so it shows the rows and columns easily enough. What I would like to do is name the tab with the current date. That gets me the current numbers. Then (usually) tomorrow I would like to add a tab for that date then rerun the query so I now have two tabs (yesterday and today) showing who had what. Ideally I would run the query once a day on a new tab for that date. Eventually I would begin discarding tabs over 30-days old as no longer needed.
Like I said, I'm new to PQ. I'm not sure how to tell it to run the same query on a new tab.
From our web based inventory control software I can isolate a report that shows who has what. That report always has the same name, exports in .xlsx format, and overwrites the report on file.
I would like to create a workbook to aggregate the amount of items on hand by a person daily.
I can create the query so it shows the rows and columns easily enough. What I would like to do is name the tab with the current date. That gets me the current numbers. Then (usually) tomorrow I would like to add a tab for that date then rerun the query so I now have two tabs (yesterday and today) showing who had what. Ideally I would run the query once a day on a new tab for that date. Eventually I would begin discarding tabs over 30-days old as no longer needed.
Like I said, I'm new to PQ. I'm not sure how to tell it to run the same query on a new tab.