Filtering By A List - Saturday With Power Query
Today, I want to share an example where I filter a pivot table by a list in Excel.
Of course, with Power Query 😊
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Files available here:
https://drive.google.com/drive/folder...
00:00 The Goal: Create a Dynamic Filter by a List
01:15 This is how the Final Result looks like
02:50 Files Review - Understanding Data Sources (Fact Tables vs. Dim Tables)
07:23 Build the “Account Filter” Table in Excel
8:26 Convert Table Column to a List (Using M)
9:46 Get Data From Folder and Ignore Temp Files (~$)
13:18 Transform Files: From Binary to Tables
16:13 Handle Inconsistent Files: Skip Unwanted Rows, Promote Headers
21:15 Append All Years with Table.Combine
22:13 Merge Queries to Join Account Code and Account Name (Add Account Name from Dim Table)
25:32 Dynamic Filter using List.Contains and Table.SelectRows to “Keep These Accounts”
27:47 Speed Up with List.Buffer to Reduce Slow Re-Evaluation (Major Performance Fix) 🤯
29:38 Load to PivotTable + Refresh by Swapping the List
#MSExcel #PowerQuery #PowerQueryGirl #SaturdayWithPowerQuery