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Power Query: Filtering of Choice Part 4

18 September 2024

Welcome to our Power Query blog.  This week, I complete the solution to the challenge involving a choice of filters.

 

In this series, I am considering a filtering challenge.  Essentially, I have a Table of data, Tbl_Sales_Data, shown below::

I will be filtering this data, by comparing values from one of these Tables, which have been named Tbl_Dates, Tbl_Amounts and Tbl_Person:

The choice of which Table to use is controlled by a dropdown, which has been given the Named Range P_Choice and another translation Table, Tbl_Translation:

In Tbl_Translation, the first column, Choice will link to the value from the dropdown.  The second column Translation, then translates to  a column from the data Table.  All of the data has been entered manually and the results will be driven by the value selected in P_Choice

Last week, I completed the transformations:

I am ready to load and test the solution.  I choose to ‘Close & Load To..’ in order to control which queries are loaded to the Excel Workbook:

I choose to ‘Only Create Connection’ to begin with, and then I may right-click on the Tbl_Sales_Data query to access ‘Load To…’ again:

This time, I choose to load the data to a new worksheet:

My results are shown on a new sheet:

To test my query, I go back to ‘Sheet1’ and change the inputs:

Here, I choose to filter by the Date.  I refresh the Tbl_Sales_Data query to see the results:

The correct dates have been selected.   Finally, I select to filter on ‘Amount’:

When I refresh, the correct data appears:

Come back next time for more ways to use Power Query!

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