Hi all,
Please take a look at the below screenshot of an Excel template:
Capture.PNG
This is a standard Excel sheet. Currently, the end-user populates the template fields by copy/pasting data from our source solution. The template is then saved in a file location for record keeping. I have been given the task of automating this process.
Data modelling logic is needed to bring all the data together, and I intend to do this using Power Query (PQ) (within Power BI Desktop). Once I've performed the PQ logic needed, I do not know how to then populate the template's fields. It would seem that Power BI cannot push the data to this template, so I am wondering if Excel can pull the data from the PQ model?
One final thing, if the end-user's interface is the Excel template (i.e. they trigger the refresh of data from Excel) then there will be the need to enter a Reference Number so only that Reference Number's data is populated in the template. In Power BI, you'd have a filter so when the end-user enters a Reference Number, on the report interface, the report's layout/fields only show data relating to the Reference Number specified. This functionality is needed here too.
Is this possible? How do I go about achieving what I need to do?
Thanks.
Bookmarks