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Template that deletes copied in columms

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    Question Template that deletes copied in columms

    Hi,
    I work at a construction company where we just recently started a new time registration system. The reports we got out from this system contains a lot of columns with are not desirable. So I wondered if it is possible to make a template where these are deleted automatically when the reports are copied in?

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    Re: Template that deletes copied in columms

    Welcome to the forum.

    First of all, is your Excel version for Mac? If so, then PowerQuery will not be possible (which is a shame).

    Please provide a before and after sample in ONE workbook.

    There are instructions at the top of the page explaining how to attach your sample workbook.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.
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    Re: Template that deletes copied in columms

    Thank you
    Yes, I use excel on Mac.
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    Re: Template that deletes copied in columms

    I think your version might be 365 for Mac and may have PQ - can you please check this link and see if you have the features mentioned?

    https://support.microsoft.com/en-us/...0-3dfbb1e5e9c5

    If so, I'll see if I can offer you a PQ solution.

    Is your version 365 for Mac? If so, that's what it needs to say in your profile, please.
    Last edited by AliGW; 03-05-2022 at 05:32 AM. Reason: Final request removed - I had misinterpreted the sample workbook.

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    Re: Template that deletes copied in columms

    Power Query Option

    I am attaching two versions of your file: SOURCE and OUTPUT.

    OUTPUT contains a query that draws the required columns form the SOURCE file into your table. It would need the path to the source file correcting for your set-up, of course.

    It's possible to make the source file path into a parameter, but first we need to test whether PQ works in your version of Excel.
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    Last edited by AliGW; 03-05-2022 at 05:35 AM. Reason: Typo fixed.

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    Re: Template that deletes copied in columms

    So sorry for the late answer, but I do not think I have PQ. However, I could install it. The company have the 365 office pack deal.
    Last edited by KnutHarsj; 03-05-2022 at 05:43 AM.

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    Re: Template that deletes copied in columms

    I don't think it will work, then, but you could try.

    I thought from this that you might be on 365: https://docs.microsoft.com/en-us/off...office-for-mac

    I don't have a Mac myself, so it's a bit of a mystery to me how the versioning works - sorry. But we do need to know exactly which version your 16.52 is - if it is 365, then there may be other easy options for you.

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    Re: Template that deletes copied in columms

    I updated to version 16.58, so now I have PQ.

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    Re: Template that deletes copied in columms

    OK - if this is a 365 verson, please put 365 for Mac in your profile.

    Does the solution I have offered work for you? Do you need any help wih it? Let me know.
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    Talking Re: Template that deletes copied in columms

    Thank you so much for the help! I will familiarize a little bit more with the use of PQ, and then get back to you!

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    Re: Template that deletes copied in columms

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: Template that deletes copied in columms

    will edits in the output file affect the source file? and how do I turn on and off the connection between the files? Because the idea is to copy in the rapport which we get out of the time registration system into the source file and then get the desired output files which is to be used as invoice basis. So we need to "mass produce" output files with constantly changing data from the source file, based on what project we want an output file from

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    Re: Template that deletes copied in columms

    OK. Here's the way it works:

    1. You set up the link by creating the query (which I have done for you).
    2. You then set the query to update (refresh) either manually, or automatically when you open the file or every so many minutes.
    3. Edits to the output file do NOT affect the source file, however edits to the source file DO affect the output file when refreshed. You should not (need to) add any data to the output table, as it will not survive a refresh: there are ways round this, but it adds complexity.

    My understanding was that you wanted to extract just the columns of data needed to populate your invoices, so no tweaking of the output data itself would be necessary.

    YOu need to play with it to understand it. If there are issues with the way it works for you, then you will need to explain your exact workflow in more detail.

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