Excel，Power Query：根据日期从源工作簿中提取列

Question

So this is a longshot, as I'm thinking it might be too complicated to explain an answer (if there is one) here. But I'll give it a shot. I track our client membership in a table like so:

Columns A - G, has information like ID number, DOB, Phone, etc... stuff that doesn't change.

Starting with H, each column represents a month (H is January, I is Feb, etc.). For each client, in each month I document if they are in the membership or not. So for example, the source wb looks like this:

ClientID	January	February
100001	Yes	No
100002	Yes	Yes

Basically, I want to set up a query in another wb that pulls only the column that I want from the source wb based on today's date. I want my staff to have the mirror spreadsheet on their desktops and when they refresh, they get only the desired column. Since it's a membership, it would have to be the previous month. So when the current calendar month is February, and the staff refreshes, I want the excel to pull columns A - G (A only shown in the example) and also the January column, but not February. Then when March comes along, again pull A - G, and February only (not Jan or any other months). The point being to review if a member has cancelled (like in February in the example) and call the member.

I've been able to setup a query with the full table. But I need it to filter out the undesired columns, and hopefully contingent on the current date.

I get around pretty good on VBA, so I can program something. But I need help with this!

Thank you

Answer 1

If data is loaded in PowerQuery, click select columns AG, then Transform.. Pivot Columns... Unpivot other columns...

Filter the results in the Attribute column to select the month you are looking for