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
Mucho Gracias Alejandra. You are a Power Query Goddess. So glad I found your channel.
@alejandrahorvath
Жыл бұрын
It's my pleasure. Thanks for watching! 😊
Phew! Those skills! You go girl 🎉
@alejandrahorvath
5 ай бұрын
Thanks! Have a wonderful day 😊
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
11 ай бұрын
Glad it was helpful! The link with the working files is available on the description of this video. Thanks for watching 😊
great video!! thank you so much
@alejandrahorvath
11 ай бұрын
Glad you liked it! Thanks for watching 😊
You are fabulous, thanx for sharing
@alejandrahorvath
10 ай бұрын
You are so welcome! Thanks for watching 😊
You can also use two left-anti queries to do the work of the xlookup and filter functions.
@alejandrahorvath
7 ай бұрын
Thanks for sharing 😊
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
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 😊
Subscribed thank you
@alejandrahorvath
Жыл бұрын
Welcome to my channel! Thanks for watching 😊
u r awesome
@alejandrahorvath
Жыл бұрын
Thanks for watching 😊
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
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
how i can much by check number or date ( by two columon)
@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 😊
Do you have the file available to use it?
@alejandrahorvath
3 ай бұрын
The working files are available in the description of this video. Cheers 😊