Custom Report for specific days

[GRUBBINGRINGOS]

@Candlestore I'm reaching out for some help with the power query. The last thread was locked so I made this one. 

So I made a query with 1 year sales data (2018) our first year of business. With hopes to be able add the next year data till up to the current year. What I've found is that when I refresh the data with 2019 2020 2021 it puts the data next to the 2018 data and doesn't format the correct way. The data is just sales data. All the sheets have the same name in the books. 

When making the query I transposed the first column text to column headers  and removed a couple columns that weren't needed. That's pretty much it. I'll add some screen shots when I get home. 

[Candlestore]

@GRUBBINGRINGOS ;

I am not sure how a ttopic gets locked since I do not work for Square.

What I would do if I were you is:

1) Create a folder .... for example Square Sales Data

2) put your CSV files for each year in that folder

3) Open Excel and the Get data From Folder... Select the Folder you created in step 1

This opens the Power Query editor

4) Then using filters only get data from Csv type files with Transactions in the name csv name.  This elimenates getting the Catalg csv files also for example.

5)When you edit your Power Query to get the sheet as you want, close and Save to a Pivot Table.

This will then let you quickly look at data.

I know there is a way to save the Query I have and send it to someone, but the issue is it will look for My computer desktop and Folders etc and give others an error.

Here is the Video I followed to make mine.  https://youtu.be/0aeZX1l4JT4?si=3Ff0Q9N_yeP0nJHS 

At about 5:31 in the video, he has the screen with a sample file.  The 1st column says Source data with a down arrow next to that.  If you click that, you will get a drop down and can choose Text Filter.  This is where I chose the text from the CSV file from Square so no other files would be in it.  Drop the dates in the Square csv files, For example I just used Detail, Catalog, or Transactions to use this step to filter out the Square files for this query.  You can also do the same for the extension to make sure the files are only CSV files and not XLSX or TXT files with that name in.  Then after you do the Close and Load to... and you get the the data on your Spreedsheet or the Pivot table from the Power Query, (14:24 or so in video) Top Left corner selct Save as.... Then give it a name of something Power Query and save as an xlsx to save your power query.    This will then Save the Power Query you just created, and then everytime you add a csv file the only thing you need to do is open the Power Query xlsx file you just created and click Refresh All data.