Trying to add columns to a power query-generated list for user input, and have them keep info on refresh?
I have a list of prospects with outstanding proposals, which pulls via PQ from a SQL server db. My coworker has been using this for a while now to keep track of what's upcoming.
Now we're going to be calling all of these people between now and the end of the fiscal year (June 30). So everyone has a temporary assignee, and they are asking for a column where they can enter the assignee and a column for a note with the result of the call. The problem of course being that when they refresh the PQ, the information they've entered in the new columns doesn't necessarily stay aligned.
And my mind is going around in circles trying to figure out how to accommodate for this - the best solution I have so far is to make a separate table of everyone in the list with just the ID, name, and the two additional columns, and then in the PQ process, merge them. But before I do that, is there a way to make this work in situ?
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