Bank Recs In Seconds Using Power Query & 3 Awesome Functions

Тәжірибелік нұсқаулар және стиль

This week, I will show you how I prepare reconciliations using Power Query and 3 amazing functions.
Thanks for watching and remember to subscribe :)
#PowerQuery #MSExcel
Files available here (right click and select download):
drive.google.com/drive/folder...

Пікірлер: 24

  • @su4800
    @su4800 Жыл бұрын

    Mucho Gracias Alejandra. You are a Power Query Goddess. So glad I found your channel.

  • @alejandrahorvath

    @alejandrahorvath

    Жыл бұрын

    It's my pleasure. Thanks for watching! 😊

  • @sierra9713
    @sierra97135 ай бұрын

    Phew! Those skills! You go girl 🎉

  • @alejandrahorvath

    @alejandrahorvath

    5 ай бұрын

    Thanks! Have a wonderful day 😊

  • @sinapark447
    @sinapark44711 ай бұрын

    Hello, Thanks for sharing all these tips and I was struggling with large amount of data and this is super helpful. I'd appreciate it if you provide sample data as well.

  • @alejandrahorvath

    @alejandrahorvath

    11 ай бұрын

    Glad it was helpful! The link with the working files is available on the description of this video. Thanks for watching 😊

  • @yashwanthkrishnaiah402
    @yashwanthkrishnaiah402 Жыл бұрын

    great video!! thank you so much

  • @alejandrahorvath

    @alejandrahorvath

    11 ай бұрын

    Glad you liked it! Thanks for watching 😊

  • @AnilKumar-vi8oe
    @AnilKumar-vi8oe10 ай бұрын

    You are fabulous, thanx for sharing

  • @alejandrahorvath

    @alejandrahorvath

    10 ай бұрын

    You are so welcome! Thanks for watching 😊

  • @MaydayAggro
    @MaydayAggro7 ай бұрын

    You can also use two left-anti queries to do the work of the xlookup and filter functions.

  • @alejandrahorvath

    @alejandrahorvath

    7 ай бұрын

    Thanks for sharing 😊

  • @ddp2049
    @ddp204910 ай бұрын

    This was a great video using PQ for a bank rec. Thanks: The only thing is how to clean up the pdf file if it doesn't come in PQ

  • @alejandrahorvath

    @alejandrahorvath

    9 ай бұрын

    Glad you like it! In that case and in my experience, I'm guessing that the pdf is from an scanned document, which can be seeing as a "picture"; therefore Power Query is not able to extract information from it. I invite you to see my most recent video on reconciliations, it has different techniques: kzread.info/dash/bejne/iH59y9GndNaal7g.html Thanks for watching 😊

  • @zzzzzzzzzzzzzzzz9
    @zzzzzzzzzzzzzzzz9 Жыл бұрын

    Subscribed thank you

  • @alejandrahorvath

    @alejandrahorvath

    Жыл бұрын

    Welcome to my channel! Thanks for watching 😊

  • @anyandeveryistaken
    @anyandeveryistaken Жыл бұрын

    u r awesome

  • @alejandrahorvath

    @alejandrahorvath

    Жыл бұрын

    Thanks for watching 😊

  • @gavin.d.m
    @gavin.d.m6 ай бұрын

    Useful. But it'll only work if the description exactly matches that on the bank when inputting into the books and records, which is not usual in reality.

  • @alejandrahorvath

    @alejandrahorvath

    6 ай бұрын

    Thanks for your feedback :) You may want to take a look to this one, where I show an example when the reference/description doesn't match: kzread.info/dash/bejne/iH59y9GndNaal7g.htmlsi=ZzYQ6AGHXe5chDxo&t=1412

  • @ermihmak8325
    @ermihmak83254 ай бұрын

    how i can much by check number or date ( by two columon)

  • @alejandrahorvath

    @alejandrahorvath

    4 ай бұрын

    Please take a look to this tutorial, it may have the information that you need: kzread.info/dash/bejne/iH59y9GndNaal7g.html Thanks for your question 😊

  • @mtsm-bz9fv
    @mtsm-bz9fv3 ай бұрын

    Do you have the file available to use it?

  • @alejandrahorvath

    @alejandrahorvath

    3 ай бұрын

    The working files are available in the description of this video. Cheers 😊

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