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Thank you. That is very helpful! I know I can run Power Query in my version of Excel, but if I create files using Power Query and/or Power Pivot, can ...

Okay. Thanks much for all the input. As requested, attached is a PDF of a portion of one of the documents we have to submit for billing to who we ar...

Okay. Thank you. So, the PQ stays with the files then when they are uploaded to a shared folder? That helps a lot. Is there anything I need to do ...

Thank you! I will definitely be looking into Power Query, and I suppose I should Power Pivot as well. I have never messed with pivot tables so there...