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Code to change Power Query source and refresh

  1. #1
    Forum Expert kersplash's Avatar
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    Code to change Power Query source and refresh

    I have a simple Power Query setup that I currently get the users to open Power Query change the source and refresh.

    I would like to have a button that runs a macro to do the function of opening a dialog box to select the new source and apply it to the PQ and refresh the data model. Is this possible?

    I tried recording a macro but nothing appears in the code.

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    Forum Expert rorya's Avatar
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    Re: Code to change Power Query source and refresh

    You could set up a parameter table with the source data location in it, then have a simple macro that updates that table's record before refreshing data.
    Rory
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    Forum Expert CK76's Avatar
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    Re: Code to change Power Query source and refresh

    It's possible and there are several ways to do this. Easiest method is to set up single cell named range in the workbook.

    Set up data validation at the location.

    Pass on the selected value to query as variable. Use that as path. Then either have user refresh query table, or let the code do it.

    However, depending on table structure and what transformation should be applied. You'll need to build additional custom functions and/or steps in advanced editor.

    Ex: Sheet1!$A$2 set up as named range and given name "vPath".
    In Advanced query editor, you can query the value using...
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    Then use fPath to construct path to the file like...
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    Or set up vPath to include file names as well and simply replace the string with fPath.

    There is way to do this via VBA using ActiveWorkbook.Queries object. But this method is supported on Excel 2016 or later only.
    And since .Formula property of WorkbookQuery is read-only. You'll need to delete the original and add new query.
    You can find sample code in link below.
    https://gallery.technet.microsoft.co...Power-956a52d1

    As you can see, for a simple task, it requires quite a few steps.
    I prefer to use named range method to pass variable to PowerQuery.
    Last edited by CK76; 12-10-2018 at 09:53 AM. Reason: Added link to sample VBA.
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    Forum Expert kersplash's Avatar
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    Re: Code to change Power Query source and refresh

    Hi CK76,

    I only have Excel 2013 for this process, so I don't think the VBA works for me.

    Are you able to attach a small demo showing where to put the elements of the Power Query code you suggested as your "easiest" method. I'm not able to follow the instructions.

  5. #5
    Forum Expert CK76's Avatar
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    Re: Code to change Power Query source and refresh

    See attached.

    I've set up path to where the workbook is stored in A2 and file name (csv files) drop down in B2.
    fPath and fName is used as variable.
    Attached Files Attached Files

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    Re: Code to change Power Query source and refresh

    Just wanted to say tnx! This helped me out

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