About this lesson
Updating a Power Query solution to a new file path, allowing us to refresh the file with a click.
Download the Excel workbook used in the video tutorial and try the lesson yourself.Managing Power Queries.xlsx
Managing Power Queries
Modifying an existing Power Query.
When to use
When you need to edit a Power Query that feeds a PivotTable.
Open the Queries Pane
- Go to the Data tab > Queries & Connections (or Show Queries in Excel 2016)
- Select the query by either:
- Right clicking the query > Edit
- Double clicking the query
Edit the Query
- Click the gear icon next to the step you would like to edit
- Make the changes and click OK
Key points to remember
You can update the source file path for all instances at once, instead of doing each query individually
- In the Query Editor, go to the Home tab > Data Source Settings
- Select source file
- Click Change Source
- Browse for the file and click OK
Power Query uses cached previews to speed things up
- Sometimes you may need to refresh your PivotTable twice
- The first refresh is for the PivotCache, the second is for the query
Hints & tips
- Power Query has a VAST amount of data sourcing and transformation options… so many that GoSkills has an entire course on just this technology!
- See: https://www.goskills.com/Course/Excel-Power-Query/Lessons
Lesson notes are only available for subscribers.