Easily Replace Date Field to the Condition Report

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How to Replace Date Field to the Condition Report

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[Music] welcome to automation of the week Im Brian Hayes and every Tuesday Ill walk you through step by step how to build out an Automation in Salesforce or marketing cloud account engagement to improve your business this week Im going to show you how to update a date field on a contact record when a particular type of task is completed this has a lot of different use cases but the one that were going to focus on today is one thats great for account managers so lets say for example that you run client reviews maybe once a year you meet with your customers and you review their account and their status and you make sure that theyre getting all the value that they should be getting from your product or service well if you have a practice like that its probably very useful for you to track when that last review was so Im going to show you how to create an automation thatll make the reporting much much easier another way to take a look at this is youre probably familiar with the

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How do I change data in Power Query?

To change a data source, select it, select Data Source, and then make changes in the dialog box for that data source. This is the same dialog box you see when you first imported the data. Each kind of data source has a different dialog box.

How do I replace multiple values in Power Query?

Using Replace Values In Power Query When inside the power query editor, we can perform a Replace Values step from either the Transform tab or the Right Click menu. Select the column which we want to replace values in and go to the Transform tab and press the Replace Values command.

How do I replace null values in a date column in Power Query?

In Query Editor, select the column and use Replace Values from the Transform ribbon to replace null with 1/1/2019 (quotes not used the dialogue). Hit OK. In the Home ribbon, choose Query Editor and find the Replaced Value line just created.

How do I edit a step in Power Query?

Access the Applied Steps list. Select the View tab from the ribbon, and then select Query Settings. Rename step. To rename a step, right-click the step and select Rename. Delete step. Delete until end. Insert step after. Move step. Extract the previous steps into query. Edit step names and their descriptions.

How do you replace a value in a specific cell in Power Query?

With Power Query, you can replace one value with another value wherever that value is found in a column. The Replace values command can be found: On the cell shortcut menu. Right-click the cell to replace the selected value in the column with another value.

How do you replace a value with a column in Power Query?

Replace values (Power Query) To open a query, locate one previously loaded from the Power Query Editor, select a cell in the data, and then select Query Edit. Select a column with a text data type. Select Home or Transform Replace Value. In the Value To Find box, enter the value to search.

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Replace Date Field to the Condition Report