The function below has just one parameter where you either fill in a full filename (incl. path) of an Excel file, or a folder path where multiple files reside. The function will automatically detect the right modus and spit out the M-code. Read more
However, as with most good rules, there are exceptions. I leave it to you to decide whether my use case here is a valid candidate for it. It doesn’t execute the code twice, because I execute the query only from the query editor and none of the other queries is referencing its results. But please see for yourself – Writing data to GitHub using just Power Query:
As per the time of writing, the native QuickBooks connector in Power BI has some shortcomings for the Time Activity-data: It will not return employee details (so you will not know who did the hours) and it will not return hours (if they haven’t been entered by start- and end-date).
But fortunately the connector has 2 functions, who can return the full data that the QBO-API has to offer. At the end of the list in the navigation pane there are the functions “Entity” and “Report”:
Recently I came across an interesting request where someone wanted to un-cumulate their quarterly YTD-figures (green) into their single quarters values (red) like so (“Unravel cumulative totals”):
Retrieve every Quarters Amount from the Quarter To Date values (“YAmount”)
To retrieve this value, one would have to start with the first value in the year. This is also the value of the first quarter, but for the 2nd quarter, one would have to deduct the value of the first quarter from the cumulative value of the 2nd quarter. So basically retrieving the previous cumulative row and deduct it from the current cumulative row. Do this for every row, unless it’s the start of the year or belongs to a different account code in this example: