Clean Up and Combine P&L Statements from Multiple Excel Files || Power Query Case Study

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  • เผยแพร่เมื่อ 9 ม.ค. 2025

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  • @pabeader1941
    @pabeader1941 ปีที่แล้ว +5

    4 minutes 30 seconds into the video. That's when my jaw hit the floor. 4 minutes and 30 seconds. I had to stop the video at that point and give my brain time to digest what it had just received. To work it's way through the myriad of hours I've spent trying to find a way to do exactly that. You are amongst the very few content creators that can do that to me. My oh my!

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +2

      Thanks. There is more to come :)

  • @hapemokenela7388
    @hapemokenela7388 ปีที่แล้ว +1

    I've just discovered this channel, this dude is an amazing teacher.

  • @mnowako
    @mnowako ปีที่แล้ว +2

    My jaw just dropped. What an amazing lesson. Thank you!

  • @pabeader1941
    @pabeader1941 ปีที่แล้ว

    You deserve every penny!

  • @williamarthur4801
    @williamarthur4801 ปีที่แล้ว +4

    Ingenious as your number selection was I found ;
    List.Select(
    List.Transform( Table.ColumnNames( Custom1 ), (B)=> try Number.From(B) otherwise "A" ),
    (C)=> C "A") a bit simpler.

  • @Drew-vp
    @Drew-vp 5 หลายเดือนก่อน

    You're one of the best on youtube for this subject. Your videos are short but so powerful. Thank you so much.

  • @imadnb3579
    @imadnb3579 ปีที่แล้ว +1

    Mind blowing stuff!!!
    I was looking for the files to practice - I found them in your blog, Thanks Chandeep.

  • @chrism9037
    @chrism9037 ปีที่แล้ว +1

    Chandeep, you are a genius with PQ, thanks!

  • @krishanphophalia9303
    @krishanphophalia9303 ปีที่แล้ว +1

    Chandeep, You are genius and sharing such knowledge is truly noble deed. Great appreciation from bottom of my ❤. I have learnt a lot and always wait for weekend to watch your videos. 😍😍😍

  • @OdelLeal
    @OdelLeal ปีที่แล้ว +1

    That’s great content. You’re a great Teacher.

  • @emilmubarakshin49
    @emilmubarakshin49 ปีที่แล้ว +1

    I’m actually doing something along this but as per usual Chandeeps ingenuity has no limit

  • @Piyush.A
    @Piyush.A ปีที่แล้ว

    Bravo Mr. Goodly Chhabra!

  • @syrophenikan
    @syrophenikan ปีที่แล้ว

    Absolute GENIUS!!!!!! I learned MANY new things in this video. Great job.

  • @mirrrvelll5164
    @mirrrvelll5164 ปีที่แล้ว +1

    Great course! This was smooth. Do more like these real-time problems =)

  • @GrainneDuggan_Excel
    @GrainneDuggan_Excel ปีที่แล้ว

    Marvelously clear explanation! thanks Chandeep

  • @KuldeepSingh-nq1vi
    @KuldeepSingh-nq1vi ปีที่แล้ว

    Really you are Awesome to teach us in so easy manner..

  • @rifkagumay
    @rifkagumay ปีที่แล้ว

    Terima kasih.

  • @paser2
    @paser2 ปีที่แล้ว

    You sir, are brilliant! Thanks for sharing your knowledge is a simple to understand method. Keep up the great work.

  • @cesarsaldana3429
    @cesarsaldana3429 5 หลายเดือนก่อน

    Amazing!!!!! Greetings from Mexico.

  • @omermirza5994
    @omermirza5994 8 หลายเดือนก่อน

    Incredible. You're awesome. This will make me go back and simplify everything I've done :D

  • @mnowako
    @mnowako ปีที่แล้ว

    Thanks

  • @mohitchaturvedi8931
    @mohitchaturvedi8931 ปีที่แล้ว

    Master class. Are you mvp now?
    I voted for you.

  • @jimfitch
    @jimfitch ปีที่แล้ว

    Terrific tips here! Thank you!

  • @alexrosen8762
    @alexrosen8762 ปีที่แล้ว

    Amazing tutorial. I have learned so much! Thanks Goodly 🙏

  • @hariprasad289
    @hariprasad289 ปีที่แล้ว

    Thank you Goodly for your knowledge sharing. Really worth a ton..

  • @Wid76
    @Wid76 ปีที่แล้ว

    Just awesome , Love your Power Query course and your studies!

  • @alinelung
    @alinelung ปีที่แล้ว

    Thank you for the outstanding tutorials! They have been immensely beneficial.

  • @juanocasio8998
    @juanocasio8998 3 หลายเดือนก่อน

    Great content. Is there a way to do the same thing with a folder full of text files? They import as binary in the Content column, but I can't figure out how to convert that to a table

  • @Chillman666
    @Chillman666 ปีที่แล้ว +1

    Hi Goodly! Haven't faced such task yet but still looks amazing how much could be accomplished with Power Query. Recently I managed to adapt one of your latest techniques for automatically detecting Headers no matter at which row they start (you showed something similar in this video, as well) and it works like a charm! At this point my Power Query would stop working only if someone manages to change a name of a column which we need to keep as a part of the final result (and I have added Proper case step so upper or lowercase letters in columns' names won't stop Power Query. As long as we have a key word in source's name, correct sheet's name and all our crucial columns' names intact everything is fine when I handover such automated task to someone else who just have to update the sources, refresh, save and send latest results. And this saves so much time it is unreal but also prevents the chance for human error. Thank you again for all your time and efforts you have put in this cause. It really makes a difference ❤!

  • @mis-g7n
    @mis-g7n 11 หลายเดือนก่อน

    Fantastic video, as always! Would you be able to create a similar video covering a case where you deal with tables with variable column names. E.g. when exporting pdf file with tables into PQ which in PQ looks jumbled up, i.e. columns and rows misaligned, column headers appearing in different rows and with variable empty cells in-between.

  • @BrainyBrunetteBarbie
    @BrainyBrunetteBarbie ปีที่แล้ว

    Well, that was just beautiful. Cannot wait to use this method!

  • @ankursharma6157
    @ankursharma6157 ปีที่แล้ว

    Token of Gratitude!

  • @mdm3770
    @mdm3770 9 หลายเดือนก่อน

    Wow! Nice one! How do you make annotations at the same time you are recording ?

  • @leroymarcelswartz8693
    @leroymarcelswartz8693 ปีที่แล้ว

    Great help vids, youre awesome, I see you changed the wording in your courses shoutout, i half expected to sing along again

  • @sanumpzha
    @sanumpzha ปีที่แล้ว

    Nice Video Chandeep.👍

  • @raimundojs9547
    @raimundojs9547 ปีที่แล้ว

    Perfect! Thank you for sharing.

  • @abdulhaseeb8027
    @abdulhaseeb8027 ปีที่แล้ว

    I have created something similar recently using the same technique. I referred a bunch of ur videos for that and my solution was quite similar.

  • @balajisurvase142
    @balajisurvase142 ปีที่แล้ว

    again!! amazing case study video !!! can we get the same videos of case studies in the future also?

  • @vadnerepravin
    @vadnerepravin ปีที่แล้ว

    Thank you very much for this informative video

  • @ravchana2393
    @ravchana2393 ปีที่แล้ว

    Singh you smash it every time bro 👊🏽⚡️

  • @mohammedabdulwahab4152
    @mohammedabdulwahab4152 ปีที่แล้ว

    HI Goodly, Your video are awesome, Details, and advanced, Easy to follow and quick to learn, I am beginner and learnt most stuff watching your video, I work in Readymix Concrete industry and so i have different location instead of Stores, The first line item of income statement of my industry is the sales volume quantity in M3(metric Cube), so all the rest of Main and Subline line items are divided by Sales volume to reach the unit per M3 of every item, Could you please provide me measure to divided first line item sales volume with rest of the Item. This is the biggest hurdle i am facing as beginner and also share like of video showing tips to write a measure.,

  • @ssananda
    @ssananda ปีที่แล้ว

    Toooooooooooo Gooooooooooood sirji

  • @Bhavik_Khatri
    @Bhavik_Khatri ปีที่แล้ว +1

    Excellent video and I learnt lots of new techniques.Can you please provide files too?

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว

      Thanks Bhavik. You can get the file here - goodly.co.in/clean-up-and-merge-from-multiple-excel-files-automatically-power-query-case-study/

  • @saviofarrar8282
    @saviofarrar8282 ปีที่แล้ว

    Hi Chandeep! Can we perform a similar method when we import csv files?

  • @tunaikinyanguk5493
    @tunaikinyanguk5493 ปีที่แล้ว

    awesome as always!

  • @karinamatvejeva3164
    @karinamatvejeva3164 ปีที่แล้ว

    Amazing 🤩 thank you!!!

  • @lynxwomancat
    @lynxwomancat ปีที่แล้ว

    Hi, Chandeep. I can see this solving many issues I currently have. Is it possible for you to post/paste the Advanced Editor (M code) for both the function and the query. I'm one who needs to see the code and interpret the whole. I love your videos, they help me so much! I'm saving this video in my library so I can go through, step-by-step, to solve and develop muscle memory.
    UPDATE: I was reading the comments below and see you have sample files in your Blog. I'll go there to get the M Code.

  • @jerrydellasala7643
    @jerrydellasala7643 ปีที่แล้ว

    Goodly, great video as always! One thing. For some reason when I tried to edit any of the M Code, the Intelisense would not work! I was able to use it in a new blank file and even older files without a problem. I found that the file's language was English(India) and changed it to English(US) but that didn't help either. I checked all the relevant settings but couldn't find a solution. I am using the Insider Beta edition, but I doubt that's the issue. Any idea of what the problem might be?

  • @siddheshamrutkar8684
    @siddheshamrutkar8684 ปีที่แล้ว

    WonderFul.. 👍

  • @brightonalbert3237
    @brightonalbert3237 11 หลายเดือนก่อน

    thank you so much was handling a file per file

  • @Rice0987
    @Rice0987 ปีที่แล้ว

    On our production we had such file. And i was ready to convert this to normal view, but i've asked could we enter data in a bit another format and i've got the answer YES.
    So, i just create normal table where now they enter data. 😁

  • @jamesstramer5186
    @jamesstramer5186 ปีที่แล้ว +2

    Another case study! I really enjoy trying these out on my own and then looking at your method.
    Please keep uploading these!

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +3

      Thanks James! There is more to come :)

    • @silverfunnel6819
      @silverfunnel6819 ปีที่แล้ว +3

      I wonder why Power Query isn't used in my company. We are about 150 and I am the only one having knowledge in M language. Such a good tool.

    • @Rice0987
      @Rice0987 ปีที่แล้ว +1

      @@silverfunnel6819 the same situation in our company. VBA is maximum at couple people. Moreover they often use xls instead of xls* format.🤔 And i'm always resaving them into new format!

    • @pabeader1941
      @pabeader1941 ปีที่แล้ว +2

      @@silverfunnel6819 Often it is lack of knowledge. Most people don't venture beyond what they were first shown. You need to be the one to show them the light. If they continue to stay in the darkness that is their failing.

    • @silverfunnel6819
      @silverfunnel6819 ปีที่แล้ว

      @@pabeader1941 You hit the bull's eye🙂.

  • @RobertoPoehlmann
    @RobertoPoehlmann ปีที่แล้ว

    Hi, you can add a column with the store name from the first row of the firts column, instead of deducing it from the file name. There is an easy way.

  • @alexanderbitschi7623
    @alexanderbitschi7623 ปีที่แล้ว

    Hi Goodly! I have used your video to read a lot of PDF-Files. The Problem is, that in the PDF‘s there are pages and tables. In the function I have filtered rows only for pages. After expanding the pages I have made the necessary steps to get the data I need. So far so good - but how can I use the function for the other files, if every files includes pages and tables? I hope you can help me or better said, you have time for answering my question. Thank you in advance.

  • @brij26579
    @brij26579 ปีที่แล้ว

    Awesome👌👌👏👏

  • @kebincui
    @kebincui ปีที่แล้ว

    Awesome👍

  • @sc71blazer
    @sc71blazer 6 หลายเดือนก่อน

    First a disclaimer, I am a novice so my questions will show my lack of expertise. Why did you take the route of cleaning one file and making the code a function to then use on all the files, instead of loading all the files from a folder, select combine and transform and clean the data using the techniques in your video. Wouldn't that apply all the steps to all the files in the folder, just like the function solution in the video does? If the answer is "yes", what are the benefits of going the function route? Or is it a personal preference? Also, I would want to keep the store ID somewhere in my reporting. I think it is on the first line or two of the source data. Any ideas how to keep that in the solution? Thank you so much. I really am enjoying your videos, have recommended you to several friends, and will likely sign up for your class in the near future.

  • @hubersoncunha
    @hubersoncunha 10 วันที่ผ่านมา

    Top de mais!!!

  • @Anthony_Lecoq
    @Anthony_Lecoq ปีที่แล้ว

    Great video Chandeep as usual. At 15min02 you commented several line with several // at once ? Uselly i wrap them between /* and */ . What was the keybord shortcut used to comment several line with // ? Looks pretty for development purpose ;) thanks in advance ;)

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +1

      Ctrl /

    • @Anthony_Lecoq
      @Anthony_Lecoq ปีที่แล้ว

      @@GoodlyChandeep thanks a lot ;) will be usefull.

    • @Anthony_Lecoq
      @Anthony_Lecoq ปีที่แล้ว

      @@GoodlyChandeep I tried "Ctrl" button simultaneously with the "/" button I tried a bunch of potential key combination but it did not work neither. Does it require q specific add-in ?

    • @nunolourenco1532
      @nunolourenco1532 ปีที่แล้ว

      NOICE!!!!

    • @Anthony_Lecoq
      @Anthony_Lecoq ปีที่แล้ว

      For some reason, ctrl + / does not work on my computers… but I found another shortcut in microsoft documentation that works ;) ctrl + k + c to comment and ctrl + k + u to remove the comment ;)

  • @tnssajivasudevan1601
    @tnssajivasudevan1601 ปีที่แล้ว

    Great Sir

  • @eslamfahmy87
    @eslamfahmy87 ปีที่แล้ว

    great work, but my P& L tables are different, and that answer , not work with it.
    So, can I share with u my data ? To explain for us new things

  • @geovanrocha2822
    @geovanrocha2822 10 หลายเดือนก่อน

    Super!

  • @minadev1
    @minadev1 10 หลายเดือนก่อน

    what do you mean by Pivoated?

  • @PedroCabraldaCamara
    @PedroCabraldaCamara ปีที่แล้ว

    Fantastic

  • @eisaal-binali4968
    @eisaal-binali4968 6 หลายเดือนก่อน

    i have same problem but in deferent formant , how you can help me

  • @robrayborn1349
    @robrayborn1349 11 หลายเดือนก่อน

    I can't seem to get this to work with a folder full of csv files. Any advice?

  • @aftabsiddique3650
    @aftabsiddique3650 ปีที่แล้ว

    Hi!
    Could you update this video with multiple sheets in each file.

  • @light_gaming7235
    @light_gaming7235 ปีที่แล้ว

    Goodly bhai make a video on IRR MONTH WISE PLEASE

  • @johnveliku
    @johnveliku ปีที่แล้ว +1

    this guy has a special place in Heaven!

  • @robrayborn1349
    @robrayborn1349 ปีที่แล้ว

    Followed this all the way through to end up with " An error occurred in the ‘’ query. Expression.Error: We cannot convert the value "InputTable" to type Table.
    Details:
    Value=InputTable
    Type=[Type]"

    • @robrayborn1349
      @robrayborn1349 ปีที่แล้ว

      I figured it out. I've found this instruction immensely helpful!

  • @JustinCamp100
    @JustinCamp100 3 หลายเดือนก่อน

    Yar bhai kahan se sikha inta

    • @GoodlyChandeep
      @GoodlyChandeep  3 หลายเดือนก่อน

      time pass karte karte agaya bro!

  • @Deoreth
    @Deoreth ปีที่แล้ว

    I prefer to generate values I need to keep and then filter by them like so:
    let
    Source = { 1, 2, 3, 2023, "2022", 2020, "a", 5.5, 6, "b", 8, 8.5, "c", "null", null },
    Converted = List.Transform ( Source, each try Number.From ( _ ) otherwise null ),
    YearsList = List.Generate ( () => 2019, each _

  • @Ratnakumarwrites
    @Ratnakumarwrites ปีที่แล้ว

    Chandeep you know how to teach Man

  • @Rice0987
    @Rice0987 ปีที่แล้ว

    All is ok, but rocket animation is really bad idea...
    Greetings from Ukraine!

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว

      Oh crap.. I thought people are gonna like it :(

    • @Rice0987
      @Rice0987 ปีที่แล้ว

      @@GoodlyChandeep you've used not proper type of rocket. :(

  • @EftyHasanRatul
    @EftyHasanRatul ปีที่แล้ว

    Talk slowly bro😢

  • @farooqtahir538
    @farooqtahir538 7 หลายเดือนก่อน

    we are not interested to learn M language

  • @baroute78160
    @baroute78160 ปีที่แล้ว +4

    Hey, again a very interesting case study with unstructured file. The tips of Table.Skip function in the beginning is priceless thank you !
    Another thing, interesting way to use [HasError] in the record.
    Maybe another way with the syntax « try Number.From(_) otherwise null » and use the function List.RemoveNulls. Same result at the end but just different way 😬
    Thanks a lot for all your videos ❤

    • @fracyoulongtime8123
      @fracyoulongtime8123 ปีที่แล้ว

      I

    • @radon8452
      @radon8452 ปีที่แล้ว

      Another possibility → try Number.From(_) is number otherwise false