Stop Doing Manual Reconciliations in Excel: Use Power Query

I thought I wasn't going to learn Power Query. Your tutorials are well laid out and you explain it very clearly. Thank you! Your work is appreciated.

Not pratical

These teacher take only simplest possible data to teach stuff. Why dont you get some actual bank statement and try to reconcile it.

A really good video; good moderate pace, good clear speech and reference naming (eg. transformations). I am now being exposed to Power Query in this vid and have a question - When do you know to use a "reference" to create "a connection only query" - What does "connection only query" really mean for transformation purposes?

And when to double click an existing query to "modify it". Overall, what's the difference between creating a reference to connection only query versus modifying a query? (Is it a connection to source data versus modifying source data?)

Also, when are you to use "Close & load" versus "Close & Load to"?

Thankyou

This is super... Thanks

Great Video, Thanks!! 😀

👍

Very easy to follow steps, great presentation. Thanks for sharing, I am trying to combine multiple worksheets, each work sheets having different header columns. For eg,
Sheet 1 has A,B,C has columns.
Sheet 2 has B,D,E has columns,
Sheet 3 has A,CF has columns,
Sheet 4 has E,G,H has columns,
I wanted to merge all 4 sheets together A,B,C,D,E,F,G,H is this possible in Power Query? Can you please share a technique if there is any?

Great

i haven't tried it yet but I think I'm gonna cry, this will make reconciliation efficient. just have to be patient at first. just need to identify common data

I downloaded your Excel spreadsheet (check register with reconciliation) I must say I very much impressed. However, I do a question I can't seem to find solution to. Is there any to display my values in two digit numbers or dollars and cents? I have looked at the Queries. They show to convert text to an Integer. If i change int 64 to number of course get an error.

Thank you very much for the discussion, I have been looking for this topics!.. Thanks again....

Hi there, i am follwing this but I do not understand what do you mean by "checks " is that an American way to say transactions ?

Best of video of what I was searching for❤❤❤❤

Thank you so much for this informative video, it's very helpful

Do you have similar vedios for AP/AR

could you share any other excel tool for doing bank recon. I felt this is complicated

Awesome Mr. Jeff. Love it

how to reconcile if there is no common reference in both sheets or you cannot have any clue about the similarity in both sheet. For Example, your check sheet only have check numbers and your bank book have check numbers with something with Text also and you have separated checks from text and further you match them in query. suppose if both the sheets have different reference number but they must reconcile with value, then how to achieve that?

please share practice file.

Love this! My merged query keeps adding the total from one of my tables as an additional line item in the query result which is essentially doubling the total (except it adds another instance every time I refresh so the difference keeps getting larger) any ideas why this might be happening?

Hi Jeff big fan of your work and I am actually a student from Excel Campus and nice to see you here. Just wondering if the worksheet and data shared so that we can work along with you.

Thanks a lot