How to copy query steps from a table to Transform File

Power Query
1

Hello-
I created a folder for monthly excel reports.
I open PBI / Home/Get Data/More/File/Folder.
Everything works well.
Now I have to copy my query steps from existing table to transform sample data ( or fx Transform file).
I copied from Advanced Editor all steps and past them to Transfor Sample file.
It doesn’t work.
Can you please help?
Thank you!
1_Bank.xlsx (278.1 KB)
2-DD-JE-3RDP.pbix (2.8 MB)
Journal_Template.xlsx (77.9 KB)
Store_List.xlsx (18.7 KB)
2_DD_Reports -2021-07_10.xlsx (8.7 MB)
2_DD_Reports.xlsx (12.7 MB)

2

Can you please elaborate more on this… “It doesn’t work.” is not much information to go on…
What is the actual problem you’re experiencing?

1 Like
3

Hello @npower, it’s been a while since we got an response from you. In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.

4

Thank you , Melissa!
*“It doesn’t work" meant : ) …
I can append Sample table/file to a new file in the folder, but it doesn’t go opposit way.
I already had a setup for old/sample file with other queries that is why it’s important for me to append new files to the sample/old excel file/table.
Let me know if it’s easier to understand:) Thank you!

5

Hi @npower,

:thinking: Think I’m catching on… What’s the difference between the “old” and “new” table/file?
And how is that reflected in your supplied sample files?

BTW if you can distinguish the “old” and “new” files in the folder, you could set up 2 separate import From Folder queries and append both results…

6

Thank you, @Melissa!
2-DD_Report is a sample and old file
2_DD_Reports-2021-07-10 - is a new file, which I’m trying to append to 2-DD_Report.

7

Bumping this post for more visibility.

9

Hi @npower,

Been really busy, if your inquery remains open I’ll have a look this weekend.
I apologize for the delay.

All the best.

10

Hi @npower,

Here’s your sample. Just change the FolderLocation Parameter (you can select yours from the list) and all queries should restore.

I’ve rebuilt your DDtransaction_Report query and apended the two files from folder. There where issues with a column mismatch and datatype mismatch which both have been resolved.

Here’s your sample file:
2_DD Sample.pbix (58.7 KB)

I hope this is helpful

1 Like
11

Thank you for getting back to @npower’s inquiry @Melissa. :slight_smile:

We’ve noticed that no response has been received from you @npower since a few days ago. In case there won’t be any activity on it in the next few days from you, we’ll be tagging this post as Solved.

12

Due to inactivity, a response on this post has been tagged as “Solution”. If you have any concern related to this topic, you can create a new thread.