Power Reconcile
Power Reconcile
  • 21
  • 90 762
Master Data Merging in Excel: Connecting Different Datasets by Common Reference ID
Use Case Study: Connecting and Analyzing Two Datasets by common Reference ID using Power Reconcile add-in for Excel.
Get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531??mktcmpid=youtube_19&src=website 👈​
Today, we're going to learn how to use the Power Reconcile add-in for Excel to merge and analyze two different datasets by a common reference column. Suppose we have two datasets: the first dataset contains columns for hospital name, account number, and phone, while the second dataset contains columns for hospital, account number, city, and country.
Our goal is to generate a report that connects rows from these two datasets by account number if they match. If an account number exists only in one dataset, we will mark it for further review. This technique is essential for anyone looking to consolidate and analyze data efficiently.
Step 1: Prepare Your Data.
First, make sure you have your two datasets ready in Excel, each placed in separate sheets within the same workbook.
Step 2: Open the Power Reconcile Add-in.
Now, let’s open the Power Reconcile add-in. If you haven’t installed it yet, you can easily add it from the Office Add-ins store.
Step 3: Configure Dataset 1.
Let’s configure Dataset 1. Go to the sheet where you have your first dataset, select the entire range including an extra empty column, which will be used for the reconciliation process, and then hit the ‘Select’ button. Next, designate 'account number' as the reference column and “Column 1” as the amount. Optionally, you can add additional columns to be included in the report.
Step 4: Configure Dataset 2.
Moving on to Dataset 2, repeat the selection process. Choose your data range, set the 'account number' as the reference column , and “Column 1” as the amount. Configure additional columns if necessary.
Step 5: Generate the Report.
After setting up both datasets, click the ‘Report’ button to initiate the merging process. The Power Reconcile add-in will analyze the data and produce a report that shows how the data from the two datasets connect based on the account number.
Once the report is generated, you can use the status slicer to filter the results. A status of '1' indicates that the account number exists in both datasets, meaning they are connected. A status of '3' or '4' means the account number exists only in the first or second dataset, respectively. This report not only helps in connecting datasets but also in identifying unique entries in each dataset.
Thank you for watching this tutorial on how to use the Power Reconcile add-in to merge and analyze datasets in Excel. Don’t forget to like, subscribe, and click the bell icon for more useful Excel tips and tricks. See you in the next video!
มุมมอง: 337

วีดีโอ

Bank Reconciliation Made Easy: No Reference ID? No Problem!
มุมมอง 588หลายเดือนก่อน
Get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531??mktcmpid=youtube_2&src=website 👈​ 00:00 Introduce the challenge: bank reconciliation without reference column 00:43 Make the plan - create a new column by combining the Month and Amount 01:07 Start to work on the plan 02:14 Click Report button to generate Bank Reconciliation report automatically Demo Fil...
Batch Rename PDF Files in Terminal - macOS Tutorial
มุมมอง 153หลายเดือนก่อน
In this tutorial, we'll learn how to batch rename files by using Terminal on macOS. Let's say in this case we want batch rename a list of PDF files that are generated by Power PDF Filler. And we want to remove all the leading digits and dot. Before we begin, remember to back up your files as renaming operations are non-reversible. After that, open Terminal on your Mac. Then, navigate to the dir...
2024 - New Feature from Power PDF Filler: Custom Data Mapping
มุมมอง 3792 หลายเดือนก่อน
Get this newly-released product from Microsoft Appsource - appsource.microsoft.com/en-us/product/office/WA200005545?mktcmpid=youtube_20240402 Today, we are excited to announce a brand new feature - Custom Data Mapping. With this feature, aligning your Excel data with PDF form fields has never been easier. This custom data mapping feature mainly solves several use cases, including: 1. The PDF Fo...
Property Management: Unleash the Power of PDF Filler for Effortless Rent Increase Form Processing
มุมมอง 1233 หลายเดือนก่อน
Get it from Microsoft to start a Free Trial: appsource.microsoft.com/en/product/office/wa200005545?mktcmpid=youtube_20240318 In the fast-paced world of property management, efficiency is key. Meet Power PDF Filler, your new partner in streamlining operations. Say goodbye to the tedious task of manually filling out N1 rent increase forms for each unit. Power PDF Filler automates the process, sav...
A Quick Tutorial: Align Excel Data with Unordered Fields in PDF Forms Using Power PDF Filler
มุมมอง 1.1K6 หลายเดือนก่อน
@power-reconcile Get Power PDF Filler add-in from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en/product/office/wa200005545?mktcmpid=youtube_11 👈​ 00:00 The challenge: PDF Form fields are not created in the order we preferred 00:49 Load PDF Files and generate template Excel sheet 01:09 Preview PDF Form to find out the order visually 02:08 Use Excel Formula to link the data from Registrations ...
Introducing Power GPT for Microsoft Excel
มุมมอง 1.2K7 หลายเดือนก่อน
Welcome to a revolution in Excel productivity! Do you find yourself grappling with complex Excel formulas? Are you spending hours on tasks you wish could be automated? You're not alone. Excel users around the world share these challenges. Today, I’m thrilled to unveil Power GPT for Microsoft Excel. That’s like having an Excel expert by your side, 24/7! It’s designed to understand, assist, and e...
Batch fill Certificates using Power PDF Filler for Excel(Introduce new feature to custmize font!)
มุมมอง 2.3K8 หลายเดือนก่อน
00:00 Intro: Populate Names from Excel into Certificate Template. 00:23 Turn Image File into Fillable PDF Form, set TextField FontSize and Alignment. 01:09 Batch Fill PDF Form with default font. 02:12 New Feature: Customize Font to add stylish touch to the final PDFs. Today, we'll be showcasing a use case for Power PDF Filler, demonstrating how users can seamlessly populate names from an Excel ...
New feature: Customize PDF File Names in Power PDF Filler
มุมมอง 7369 หลายเดือนก่อน
Get Power PDF Filler add-in from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en/product/office/wa200005545??mktcmpid=youtube_6&src=website 👈​ 00:00 Intro the new feature - customize PDF file names. 01:26 Use PowerShell to further bulk update the PDF file names. Hello everyone, we're excited to share some fantastic news with you today - a brand-new feature born out of your valuable input: the ...
New Feature: Option to enforce client-side-only data processing for Power PDF Filler
มุมมอง 4859 หลายเดือนก่อน
Power PDF Filler provides support for client-side data processing exclusively through office.com, leveraging the Microsoft Edge browser. This policy can be systematically implemented upon the request of customers who choose to employ this functionality. Now, let's take a closer look at how this operates for customers who have opted for this feature. Initially, we utilized the Excel Desktop vers...
Batch File Renaming, renaming multiple files using PowerShell
มุมมอง 10K9 หลายเดือนก่อน
Rename multiple files using Windows PowerShell #powershell #files-renaming Windows PowerShell is very powerful. In today’s case study, let’s see how we can use it to rename multiple files. Let’s say we used Power PDF Filler to automatically populated multiple PDF forms. Now we want to remove the preceding digits and the dot from all the PDF files. Here's how you can do it: 1. Open PowerShell Pr...
Bank Reconciliation Simplified: Managing Multiple Transactions with Identical References
มุมมอง 6K10 หลายเดือนก่อน
Get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531??mktcmpid=youtube_3&src=website 👈​ 00:00 How to match multiple transactions in bank reconciliation 00:43 The business goal - match multiple transactions in orders table and payments table 01:55 Use Power Reconcile add-in to automate this task in 3 steps 03:16 Use manual reconcile to follow up and improve ...
Case Study: Streamline Your Tax Form Workflow by using this Excel add-in in 2023
มุมมอง 1.2K10 หลายเดือนก่อน
Get Power PDF Filler add-in from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en/product/office/wa200005545??mktcmpid=youtube_7 👈​ 00:00 A case study of PDF Tax Form 1120 00:31 Open Power PDF Filler and select the PDF Form 1120(f1120.pdf) 00:48 Choose data for the PDF Form in Excel 01:35 Start populate PDF Forms automatically Stop manually filling PDF forms, use this automated approach to popu...
T2200: How to unlock "Secured" PDF forms to facilitate auto-fill from Excel data? #pdf #excel
มุมมอง 1.2K11 หลายเดือนก่อน
Get Power PDF Filler add-in from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en/product/office/wa200005545??mktcmpid=youtube_6&src=website 👈​ #excel #pdf #tax #accounting #taxfiling #forms Content: When you are using the Power PDF Filler add-in for Microsoft Excel, sometimes you will see an error message that this PDF file is encrypted, and you cannot continue. If you open this file with Adob...
How to turn a PDF file into a fillable PDF form? #pdf #excel
มุมมอง 2.6K11 หลายเดือนก่อน
How to turn a PDF file into a fillable PDF form? #pdf #excel
A Quick Tutorial: Load Data Table from PDF to Excel #excel #pdf #extraction
มุมมอง 87911 หลายเดือนก่อน
A Quick Tutorial: Load Data Table from PDF to Excel #excel #pdf #extraction
2024 Power PDF Filler - How to fill dropdown? #pdf #excel
มุมมอง 1.6Kปีที่แล้ว
2024 Power PDF Filler - How to fill dropdown? #pdf #excel
2024 - Populate PDF form from Excel - Batch fill 1000s of PDF forms in Microsoft Excel
มุมมอง 33Kปีที่แล้ว
2024 - Populate PDF form from Excel - Batch fill 1000s of PDF forms in Microsoft Excel
Bank Reconciliation made easy with Power Reconcile!
มุมมอง 5K2 ปีที่แล้ว
Bank Reconciliation made easy with Power Reconcile!
2024: Easy Bank Reconciliation with this Excel add-in
มุมมอง 22K3 ปีที่แล้ว
2024: Easy Bank Reconciliation with this Excel add-in

ความคิดเห็น

  • @chandramohan1418
    @chandramohan1418 หลายเดือนก่อน

    this can be done through POWER QUERY easily.

    • @power-reconcile
      @power-reconcile หลายเดือนก่อน

      Thanks for your feedback!

  • @ZoharTheGreat
    @ZoharTheGreat หลายเดือนก่อน

    Dude, that was fantastic. The video is a bit messy, but it got the job done. Thank you very very much.

    • @power-reconcile
      @power-reconcile หลายเดือนก่อน

      Thanks for your feedback!

  • @power-reconcile
    @power-reconcile หลายเดือนก่อน

    for macOS users, to achieve similar results on macOS, you can use bash/zsh from the Terminal app. Video is here - th-cam.com/video/0a9Tr5hTEZc/w-d-xo.html

  • @power-reconcile
    @power-reconcile หลายเดือนก่อน

    In this example, to batch rename files in a folder on macOS, open Terminal, then: 1. cd /Path/to/pdf-files-folder 2. input "for file in *[0-9]*.pdf; do mv "$file" "$(echo "$file" | sed 's/^[0-9]*\.//')"; done" and press enter to run In our case, it is to remove the leading digits and dots from all the pdf files. You can update the script accordingly to fit to your needs. Let us know what you need in the comments and we might be able to help.

  • @pierrotantares
    @pierrotantares 2 หลายเดือนก่อน

    This is insanely useful, thank you 👍

    • @power-reconcile
      @power-reconcile 2 หลายเดือนก่อน

      Thanks for your feedback!

  • @power-reconcile
    @power-reconcile 2 หลายเดือนก่อน

    Before this new feature release, you have the option to re-arrange Excel Columns to match the order of the PDF form fields. Now with this feature, in addition to the existing approach, you have this new option to map Excel data to PDF field without the need to re-arrange Excel Columns. 👏🏻👏🏻

  • @power-reconcile
    @power-reconcile 2 หลายเดือนก่อน

    🎉 🎉 Please check out our newly released feature - Custom Data Mapping. This will make Excel<->PDF mapping much easier! ❤ th-cam.com/video/iMuWf8PggrY/w-d-xo.html ❤

  • @power-reconcile
    @power-reconcile 2 หลายเดือนก่อน

    This custom data mapping feature mainly solves several use cases, including: 1. The PDF Form has many PDF fields, while you only need to populate a few of them from your Excel data; 2. The PDF Form has out-of-order PDF fields. And you want to populate the PDF fields using the order of the Excel Data columns, rather than re-creating the PDF form.

  • @power-reconcile
    @power-reconcile 3 หลายเดือนก่อน

    If you're following the example in the video, the N1 Rent Increase Form(tribunalsontario.ca/ltb/forms/) needs to be unlocked, simply drag and drop here(smallpdf.com/unlock-pdf ) to get the unlocked PDF.

  • @dougperkinson1313
    @dougperkinson1313 3 หลายเดือนก่อน

    Once I complete the in-app reconciliation, I need an Excel data file that includes the list of reconciled entries so that I can upload back inti my ERP's bank register to indicate which transactions have cleared (been reconciled). Is such an downloadable file available?

    • @power-reconcile
      @power-reconcile 3 หลายเดือนก่อน

      Hi, thanks for your feedback! I believe this is possible. For example, in the generated report, if you choose the Status=1 in the slicer on the top-left corner, then you can get all the reconciled entries. You can then copy these data rows to upload to the ERP system. Please let us know if that works for you. Or if you're interested, we can connect through online meeting. Our support email: support@power-reconcile.tech.

  • @kitho7455
    @kitho7455 5 หลายเดือนก่อน

    is the pdf file named eg john 123, peter 345 etc

    • @power-reconcile
      @power-reconcile 5 หลายเดือนก่อน

      Hi there, thanks for asking! The pdf file name can be customized, please check out this video - th-cam.com/video/bQxNT1eqayQ/w-d-xo.htmlsi=cRVpSrXKft8rnfYs

  • @power-reconcile
    @power-reconcile 6 หลายเดือนก่อน

    This Excel Data-Mapping approach applies to several user scenarios, including but not limited to: 1. PDF Fields is out of order. And you want to Map Excel Data to PDF Fields according to your own order. 2. You have a PDF file with hundreds of fields but you only need to auto fill some of them; The key here is to use the built-in feature to "Generate" a template sheet and then map your own sheet of data to this template using Excel Formula. Find out more in this video tutorial! Please let us know if you have any questions!

  • @power-reconcile
    @power-reconcile 6 หลายเดือนก่อน

    The files used in the demo can be downloaded from here, so that you can follow the video and try out this solution: power-reconcile.tech/resources/power-pdf-filler/data.xlsx power-reconcile.tech/resources/power-pdf-filler/Sample_PDF_Form.pdf

  • @power-reconcile
    @power-reconcile 6 หลายเดือนก่อน

    📖 Today, we created another video tutorial to demo a solution that ensures the Excel data is managed in an order you prefer, independent of the PDF form's fields arrangement. Please take a look if you're interested. th-cam.com/video/Q2P367GxIf8/w-d-xo.html 📗

  • @power-reconcile
    @power-reconcile 6 หลายเดือนก่อน

    In this video, we demonstrated a solution, which ensures that our data is managed in an order we prefer, independent of the PDF form's fields arrangement. We hope you like it! If you have any questions or suggestions, please feel free to comment below or reach out to us via email - support@power-reconcile.tech

  • @RN4L1990
    @RN4L1990 6 หลายเดือนก่อน

    Great tool, but it does not order the fields numerically from top to bottom. Field 7 the first field on my pdf, thus the tool is useless. If you could change the field older this would be golden.

    • @power-reconcile
      @power-reconcile 6 หลายเดือนก่อน

      Hi Brandon, do you mind sharing the PDF form with us? So that we can take a look to better understand your requirements? Thanks! Our email: support@power-reconcile.tech.

    • @power-reconcile
      @power-reconcile 6 หลายเดือนก่อน

      Hi Brandon, we just created video to demo a solution that ensures the Excel data is managed in an order you prefer, independent of the PDF form's fields arrangement. Please take a look if you're interested. th-cam.com/video/Q2P367GxIf8/w-d-xo.html

    • @power-reconcile
      @power-reconcile 2 หลายเดือนก่อน

      Please check out our newly released feature - Custom Data Mapping. This new option provides our users like you with greater flexibility! ❤ th-cam.com/video/iMuWf8PggrY/w-d-xo.html ❤

  • @power-reconcile
    @power-reconcile 7 หลายเดือนก่อน

    👉 Get this newly-released product from Microsoft Appsource - appsource.microsoft.com/en-us/product/office/WA200006230?mktcmpid=youtube_16 👈

  • @zaltinmanafi1524
    @zaltinmanafi1524 7 หลายเดือนก่อน

    I signed in Office, opened Excel, Insert the Add On but I cant sign-in in power pdf filler, it is just blank. What should i do ?

    • @power-reconcile
      @power-reconcile 7 หลายเดือนก่อน

      Hi Zaltin, do you mind sharing what is the version of Microsoft Excel you're using? We support Microsoft Office 365.

  • @power-reconcile
    @power-reconcile 7 หลายเดือนก่อน

    Here's how you can do it: 1. Open PowerShell Press Win + X and select "Windows PowerShell" from the Power User menu. Navigate to the Directory: Use the cd command to navigate to the directory containing the files you want to rename. 2. Use the following PowerShell script to rename the files. Get-ChildItem -Filter '*.pdf' | ForEach-Object { Rename-Item $_.FullName -NewName ($_.Name -replace '^\d+\.', '') }

  • @power-reconcile
    @power-reconcile 8 หลายเดือนก่อน

    If you need to support non-latin languages, and you see some characters are not displayed as expected, you can try to use Custom Font. To give it a try: 1. Download a font package that supports your language from Google Fonts to your local machine - fonts.google.com/, 2. Select the .ttf file from the downloaded font package in Step 3 when using Power PDF Filler, as showed in this video. 3. Start the job and check if it matches your expectation.

  • @ShoOnlineAcademy
    @ShoOnlineAcademy 8 หลายเดือนก่อน

    What kind of feature is the power reconcile? Excel?

    • @power-reconcile
      @power-reconcile 8 หลายเดือนก่อน

      This is an add-in for Microsoft Excel. You can sign in and start free trial anytime. Get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531??mktcmpid=youtube_2&src=website 👈​

  • @nadiasob4452
    @nadiasob4452 8 หลายเดือนก่อน

    where is this power reconciliation

    • @power-reconcile
      @power-reconcile 8 หลายเดือนก่อน

      You can get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531?mktcmpid=youtube_2&src=website 👈​, thanks!

  • @jmauriciomartinez
    @jmauriciomartinez 8 หลายเดือนก่อน

    Thanks, you very much

  • @power-reconcile
    @power-reconcile 9 หลายเดือนก่อน

    Lots of users loved our products, thank you all for the strong support! We're continuing to add new features based on your feedbacks. Recently, we've published 3 new features and grouped them under *Advanced Options* : * Customize Font - th-cam.com/video/zEL-6vFPesk/w-d-xo.html * Customize PDF File name - th-cam.com/video/bQxNT1eqayQ/w-d-xo.html * Create read-only PDF files Please let us know your experience with our products so that we can better support you! Thanks!

  • @power-reconcile
    @power-reconcile 9 หลายเดือนก่อน

    👉 Get this newly-released product from Microsoft Appsource - appsource.microsoft.com/en-us/product/office/WA200005545?mktcmpid=youtube_10 👈 This website made it super easy to create Editable PDF Forms and is used in this video demo - pspdfkit.com/demo/pdf-form-fill. There are also other tools that you can use to create Editable PDF Forms. Google Fonts allow you to change the appearance of the text. The font we used is downloaded from here -> fonts.google.com/specimen/Pacifico At Appsense Inc., we create innovative productivity tools for you! If you have any questions or feedbacks, please don't hesitate to let us know! Thank you!

  • @power-reconcile
    @power-reconcile 9 หลายเดือนก่อน

    PowerShell used in this video to bulk change file names in a folder: Get-ChildItem -Filter '*.pdf' | ForEach-Object { Rename-Item $_.FullName -NewName ($_.Name -replace '^\d+\.', 'EU - ') }

  • @syedaneesdurez8766
    @syedaneesdurez8766 9 หลายเดือนก่อน

    Thank you.Hiw to add in this tool

    • @power-reconcile
      @power-reconcile 9 หลายเดือนก่อน

      Hi Syed, Thanks for your interest! You can get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531??mktcmpid=youtube_3&src=website 👈​

  • @lizacurran1085
    @lizacurran1085 9 หลายเดือนก่อน

    I paid for the membership, but it's still only producing 5 pdfs at a time when I hit save. Why isn't it downloading all 80 pdfs?

    • @power-reconcile
      @power-reconcile 9 หลายเดือนก่อน

      Hi Liza, Thanks for reaching out! We'd be glad to answer any questions related to Power PDF Filler. In your case, we're guessing you have provided the data in Excel. However, you'll have to go to step2 to select the *new* data range in Excel to include all the 80 rows of Excel data. Please check this video from around 2:06 to see how to select data range. If you have any more questions, welcome to send us email: support@power-reconcile.tech.

    • @lizacurran1085
      @lizacurran1085 9 หลายเดือนก่อน

      Thank you so much! Helped a ton @@power-reconcile

  • @friendbook168
    @friendbook168 10 หลายเดือนก่อน

    Good lesson, I like content that you have made. Stay connect. Thanks

  • @power-reconcile
    @power-reconcile 10 หลายเดือนก่อน

    Demo Files: power-reconcile.tech/resources/Contoso_Statement.xlsx power-reconcile.tech/resources/Contoso_Statement_Long.xlsx

  • @ansarymariama2467
    @ansarymariama2467 10 หลายเดือนก่อน

    ❤❤❤

  • @jonr6680
    @jonr6680 10 หลายเดือนก่อน

    Sign in. Yeah, nope!

    • @power-reconcile
      @power-reconcile 10 หลายเดือนก่อน

      Hi there, if you have any questions, please let us know. We'd be glad to help! You can also submit us a direct message here - power-reconcile.tech/#support

  • @silvestrecamposano6317
    @silvestrecamposano6317 11 หลายเดือนก่อน

    Thank you very much!...

  • @silvestrecamposano6317
    @silvestrecamposano6317 11 หลายเดือนก่อน

    ❤😮 Thank you very much!.... I have been looking for this technique.... My Boss wants me to reconcile data coming from separate tables.... GOD BLESS.... Thanks a lot..

  • @zhaotengzhen2125
    @zhaotengzhen2125 ปีที่แล้ว

    good tools!

  • @power-reconcile
    @power-reconcile ปีที่แล้ว

    👉 Get this newly-released product from Microsoft Appsource - appsource.microsoft.com/en-us/product/office/WA200005545?mktcmpid=youtube_1 👈

  • @SanviPatil2019
    @SanviPatil2019 2 ปีที่แล้ว

    Nice

  • @SanviPatil2019
    @SanviPatil2019 3 ปีที่แล้ว

    My office 365 power concile software not working.. error is internet explorer 11 problem use other broser and.. add ins is block sms

    • @power-reconcile
      @power-reconcile 3 ปีที่แล้ว

      Hi Vikas, thanks for your feedback! We would like to know more details to understand the issue that you have encountered. Will you please send us some screenshots or video to our email: support@power-reconcile.tech. Thanks again!

    • @SanviPatil2019
      @SanviPatil2019 3 ปีที่แล้ว

      @@power-reconcile ok i will send tomorrow

    • @power-reconcile
      @power-reconcile ปีที่แล้ว

      This explains the IE11 problem. docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins

  • @power-reconcile
    @power-reconcile 3 ปีที่แล้ว

    Demo Files: power-reconcile.tech/resources/Contoso_Statement.xlsx power-reconcile.tech/resources/Contoso_Statement_Long.xlsx The following applications and platforms are supported: * Excel on Mac (Microsoft 365) * Excel on Windows (Microsoft 365) * Excel on the web

  • @power-reconcile
    @power-reconcile 3 ปีที่แล้ว

    Get it from Microsoft Store: 👉 ​ ​appsource.microsoft.com/en-us/product/office/WA200002531?mktcmpid=youtube_2&src=website 👈​