Last seen: Apr 29, 2025
In response to post nr 10: I used Power Query. If you are new to that, look at the formula based solutions first.
Difficult to judge without seeing examples of the scanned/converted files you are working with.
Check the Refresh settings for the query. Perhaps the 'Refresh this connection ..... ' is disabled.
I agree with Hans that the dates in columns G:K don't seem to make much sense. I guess the are merely examples to show that a payments should show in ...
That may make sense as the criteria can be be set to match or not. The latter, though, requires a special syntax. For example: =SUMIFS(B1:B100,A...
Great! That's a small mistake. Do it once and never again 🙂 You can always hide the customer id from the fact table so that it doesn't show in the...
Did something in Power Pivot. Loaded both tables to the DM with a relationship on the Customer ID. Two simple (tough explicit measures to sum appointm...
Could you please upload a file with some example data in both tables and the expected result you want to achieve?
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Such a time stamp would require a change event in VBA or a formula that requires iterative calculations (File, Options, Formulas, ....) VBA is not ...
Difficult to judge. When you say "billing reports" are these summarised reports by month/week or do these also include the individual invoice records?...
Perhaps Power Pivot can do this. Am on my way out so can't spend time on it right now. Sorry.
Added a rather crude query and loaded it to Sheet2, comparing it with the desired output. I believe that's what you need, although the row and column ...
Can't really see how a pivot table and a slicer can achieve what you want in that exact format.
I created something in PQ. Let me know if that's what you had in mind. Beware that I determined the current year (=dropdown) status based on comparing...