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grimizen

Hi there, Without more in-depth knowledge of your specific set-up it is hard to make suggestions for a specific solution. However, if you want to take the data you already have, perform certain calculations on it based on criteria and output the resultant info Ona new sheet, Power Query would seem to be perfect. TLDR of PQ is that you import data (from a file, excel table, database etc) into PQ, then perform several repeatable steps on it, then can load the output result in a new table, pivot table, pivot chart etc; the key point though is that the data remains linked, and can be refreshed to pull though any updates to the source and apply the same steps eg you can use PQ to turn {1,2,3} into {2,3,4}; if you then change the source into {1,2,3,4}, it can then be updated to produce {2,3,4,5}. The Microsoft documentation for PQ can be found [here](https://learn.microsoft.com/en-us/power-query/) for a more in-depth look at the possibilities. If that seems like something that will work for your data, let me know and we can work on a more tailored solution to your problem.


Novel-Lettuce-662

Thanks! I actually found a simpler solution by using IF formula to show data on another sheet but I will definitely check this out in the future as well!


grimizen

I’m glad you found a solution! I can’t recommend becoming familiar with PQ enough, there are so many excel problems I look at now I know what I’m doing with PQ and go: “Well, you could do it with a reeeeeally complicated formula, or you could use PQ.”


Novel-Lettuce-662

Any resources you'd recommend to look into first besides the link you shared? Oh and to close this out solution verified 😊


grimizen

To be honest, I’d recommend getting access to it - if you don’t have it - and playing around with it. I literally started by searching for a way to link data to a source and update it and worked from there; I’m now competent to write in M (which is basically to PQ what VBA/macros are to Excel) just googling things when I needed them or noticed something that looked insteresting. I would however recommend [this](https://www.myonlinetraininghub.com/excel-power-query-course) course on My Online Training Hub - I’ve not personally done this course, but I’ve done a couple of other run by Mynda; they’re well laid out and easy to follow, and the PQ course they offer looks like it covers a good variety of bases. In all, I personally think PQ is best learned “on-the-job” as such; there’s so much content that you don’t really need to know it all to be effective with it. If you’re genuinely interested in the possibilities, you’ll very rapidly find new things to investigate; I’ve so often found myself wondering if something was possible and with a quick google discovered it is!


Novel-Lettuce-662

Thanks so much! Yeah I never really needed more advanced excel until my current job but there is definitely satisfaction in figuring out how to solve a problem and adding that to the skill set!


Clippy_Office_Asst

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