I cleaned 25 messy files in 5 Seconds! Set up once in Power Query in 5 Minutes! Automate forever!
Fintax Prime
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I cleaned 25 messy files in 5 Seconds! Set up once in Power Query in 5 Minutes! Automate forever!
321 просмотр · 6 ч назад
Fintax Prime
86,8 тыс. подписчиков
321 просмотр · 6 ч назад
Every month. Same file. Same mess.
Company name on Row 1. Report title. Blank rows. Repeated page headers in the middle of the data. Page totals. Grand totals. Customer names in ALLCAPS, lowercase, mixed. Dates in 4 different formats in one column. Amounts with brackets and commas.
You clean it by hand. Every single month. Hours of work — and then the next month, you do it all again.
This video shows you how to set this up once in Power Query — 5 minutes — and then every month it takes seconds. Automatically. Forever.
What you will learn:
• Remove title rows and promote correct headers
• Filter out repeated page headers and page total rows
• Fix dates — 4 mixed formats handled automatically using Locale
• Fill Down for vouchers, customer names, and other fields
• Clean customer names — Trim, Clean, Capitalize Each Word
• Fix amounts — remove commas, convert brackets to negatives, replace nulls with zero
• Add a check column to validate totals
• Save the query — next month drop the new file in, click Refresh, done in seconds
Practice File:
https://learn.bizwiz.co.in/materials/...
Power Query Course:
Want to go deeper? My full Power Query course covers everything from basics to full automation — built for finance and accounting professionals.
https://learn.bizwiz.co.in/courses/38...
Power Query Playlist:
All my Power Query videos in one place — check the full playlist in the description.
• Power Query in EXCEL
Timestamps:
02:47 What's Wrong With This Data?
06:05 Combine All Files From a Folder
07:58 The Transform Sample File
09:40 Remove Top Rows & Promote Headers
10:39 Remove Repeated Headers & Totals
12:04 Fill Down the Missing Details
13:07 Turn Brackets Into Negatives
15:02 Replace Null With Zero
15:38 Fix the "Column1 Not Found" Error
18:12 Close & Load, Then Refresh
19:09 Build the Report With a Pivot
20:38 Clean the File Names
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#ExcelIndia #CharteredAccountant #ExcelTutorial #DataAutomation #MessyDataCleanup
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