I have a specific question that you may be able to answer or point me to a resource.
I have downloaded my CSV statements from my bank(s).
As you know, the CSVs are not consistent between banks or even different accounts from the same bank.
I have done a lot of work in Power Query to make them into proper data sets and remove, replace, reformat the CSVs so they are all consistent with one another and can be merged and/or appended to one master file that I can run reports on.
I am planning on using the same Power Query to format future downloads from the bank.
The problem is that I have a running total of the accounts that I would like to maintain over several years and the same going forward.
There are times that I may have to make changes to the Power Query to accommodate for changes that the bank may make or that I may decide to make for different reasons.
However, when changes are made to the Power Query, the changes I have made to my spreadsheet(s) and Pivot Table(s) will be overwritten by the update from Power Query.
Any ideas of how to retain the data I have changed (i.e. running v-lookup or x-lookup, or just replacing values in the resulting table(s).
Let me know if you can help and I can be more specific.
I have downloaded my CSV statements from my bank(s).
As you know, the CSVs are not consistent between banks or even different accounts from the same bank.
I have done a lot of work in Power Query to make them into proper data sets and remove, replace, reformat the CSVs so they are all consistent with one another and can be merged and/or appended to one master file that I can run reports on.
I am planning on using the same Power Query to format future downloads from the bank.
The problem is that I have a running total of the accounts that I would like to maintain over several years and the same going forward.
There are times that I may have to make changes to the Power Query to accommodate for changes that the bank may make or that I may decide to make for different reasons.
However, when changes are made to the Power Query, the changes I have made to my spreadsheet(s) and Pivot Table(s) will be overwritten by the update from Power Query.
Any ideas of how to retain the data I have changed (i.e. running v-lookup or x-lookup, or just replacing values in the resulting table(s).
Let me know if you can help and I can be more specific.
