Ultimate Automation using Power Query - Reconciliation of 2 Datasets in Ms-Excel

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  • Опубліковано 3 сер 2024
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    • 1 Minute Snippets - Le...
    Reconciliation of 2 Datasets in Ms-Excel using Consolidate Feature, Filters and SUMIF() watch here: • How to Reconcile 2 Dat...
    In this video, you will be learning the following:
    1. Using Power Query
    2. Using Reference Queries
    3. Importing Data from Table to the Queries
    4. Using Group by in Power Query
    5. Using Sort in Power Query
    6. Using Add Conditional Column in Power Query
    7. Using Add Custom Column in Power Query
    8. Using Merge Feature in Power Query
    9. Using Append Feature in Power Query
    10. Using Load to Table into Excel from Power Query
    11. Using Remove Duplicates in Power Query
    12. Using Filters in Power Query
    13. Changing the Table format in Excel
    14. Changing the Properties of the Table in Ms-Excel
    and many more..

КОМЕНТАРІ • 44

  • @saravanawin
    @saravanawin 14 днів тому

    Excellent Video explaining in a very simple yet effective way. Easy to follow and learn. This can be implemented for all repetitive reconciliations and save lot of time.

  • @sriramca5833
    @sriramca5833 3 роки тому +1

    Eye-opener!
    Thank you @Excelism CA Saran sir for this wonderful and practical insight.

  • @Renatofsa355
    @Renatofsa355 8 місяців тому +1

    You are a genious hahah. Never thougth to do that way!

    • @TheExcelism
      @TheExcelism  8 місяців тому

      Thank you. Consider Subscribing.

  • @visakhsarma9089
    @visakhsarma9089 2 роки тому +1

    Excellent Work Sir. Thank You.

  • @rajvenogopal9317
    @rajvenogopal9317 3 роки тому

    Beautifully explained 👌 - thanks very much

  • @annamaniratnam9659
    @annamaniratnam9659 4 роки тому +1

    Wonderful Concept. Ur awesome videos sir.

  • @Semibreve06057
    @Semibreve06057 Рік тому +1

    very useful tips

  • @abrarullah8021
    @abrarullah8021 8 місяців тому +1

    Highly appreciate you explaination there is a dout if the ERP balance is of previous month and cerdited in the bank in current month how to reconcile the statement

  • @carahulsrivastava9279
    @carahulsrivastava9279 4 роки тому +1

    Excellent brother

  • @alexrosen8762
    @alexrosen8762 3 роки тому

    Very useful! Thanks :-)

  • @arvindmehta6396
    @arvindmehta6396 3 роки тому +4

    please try to provide excel file if possible , great video btw :)

  • @mohsinsaeed1129
    @mohsinsaeed1129 Рік тому +1

    Best Video

  • @toonpurkikhaniya5864
    @toonpurkikhaniya5864 2 роки тому +1

    Mind blowing

  • @kiranps7178
    @kiranps7178 3 роки тому

    Great sir

  • @santoshkumar-vu7ji
    @santoshkumar-vu7ji Рік тому +1

    Nice one sir how we have to do for reconciliation of date reference no and amount total 3 columns

  • @yasertaherkhani3174
    @yasertaherkhani3174 2 роки тому

    Thank you 🌹

  • @kousikdey62
    @kousikdey62 2 роки тому

    Worderful ❤️

  • @camanojkrishna9142
    @camanojkrishna9142 2 роки тому +1

    Fantastic

  • @AbcdAbcd-ol5hn
    @AbcdAbcd-ol5hn Рік тому

    Thankss

  • @nitinmanerikar7738
    @nitinmanerikar7738 3 роки тому

    Nice Sir

  • @neo_rockz
    @neo_rockz 3 роки тому +1

    we appreciate your efforts. Sir, requesting you to make a video on reconciling books of accounts with GSTR2A/2B. There are multiple elements and many possibilities so reconciling is bit difficult. It would be of great help to professionals. Hint is to export from tally > apply power query > then > export from gst portal > apply power query > and without much change in format of the data > reco is done.
    Thanks in advance.

    • @ManuSharmaCA
      @ManuSharmaCA 2 роки тому

      I am going to make it on my channel

  • @mahmoudalshami1557
    @mahmoudalshami1557 Рік тому

    One more Qu? please If the Bank or Creditor sent me his Statement and I have My Own PQ sheet how to manage the reconciliation process please ? Shall I put it in the same fail PQ in work sheet then import data or what ?Please advice ?

  • @growmoney2756
    @growmoney2756 2 роки тому

    good work , I want to understand why is bank and ERP data have no negative values?

  • @shreelatha87
    @shreelatha87 3 роки тому +2

    How to reconcile with multiple columns?

  • @hasinarafenoarisoa7063
    @hasinarafenoarisoa7063 3 роки тому +1

    awesome video
    How to setup bank reconciliation with powerquery if the reference isn't approximatively the same, please?

    • @hasinarafenoarisoa7063
      @hasinarafenoarisoa7063 3 роки тому

      e.g: reference of the firm W is F.004 yet the reference of bank is F//004, so what to reconcile in this case, please?

  • @zensation9
    @zensation9 Рік тому +1

    Is this example file available for download? Thanks.

  • @chandramohan1418
    @chandramohan1418 3 роки тому +1

    Sir the above video is about BRS.this can be done easily LeftANti and Rightanti Not only BRS ,any Reconciliatio can be done easily by LEFTANTI and RightANtii..yu pl try and upload a new video since the above seems difficult..Sir where will i find Projects
    realting to MSexcel.pl guide me.thank yu

  • @starlight7914
    @starlight7914 2 роки тому +1

    Can u please share this excel file for practice ?

  • @CARohanAgarwal
    @CARohanAgarwal 4 роки тому +1

    Nice concept but very complex, it has many process. Can u give us an simpler alternative pls?.

    • @TheExcelism
      @TheExcelism  4 роки тому +1

      This is a complete automation.
      I have already uploaded a video on the same using Consolidate Feature and Filter.. pls watch the same.

    • @CARohanAgarwal
      @CARohanAgarwal 4 роки тому +1

      @@TheExcelism sure thank you for prompt response. And also thank you for educating us.

    • @TheExcelism
      @TheExcelism  4 роки тому

      Most welcome Mr.Rohan

  • @johnweniston5104
    @johnweniston5104 2 роки тому

    How to check decimal value.? I try to run the query but decimal value not showing why?

  • @pavan77711
    @pavan77711 Рік тому

    After merge new option ok button is disabled , is there any problem is there

  • @mahmoudalshami1557
    @mahmoudalshami1557 Рік тому +1

    But if there is reconciliation between our books and let say Creditor boos we have to fill all of his information from creditor book in excel sheet or its possible to import it as excel to power query to reconcile am i right ? Correct me if I'm wrong

  • @pavan77711
    @pavan77711 Рік тому

    How many rows data it was allowed

  • @pavan77711
    @pavan77711 Рік тому

    if i am taking 60000 records merge new option is not working ,there is any limit in power query