Hi All,
Firstly apologies if posts regarding Power Query should be on another section.
I'm hoping someone could provide links to Power Query tutorials, relevant to what I need? I'm new to Power Query as my employer has not been overly keen to explore until now, so I'm now trawling through lots of useful guides online.
However, we have urgency to create a solution to automate Supplier Account reconciliations which can be quite complex due to the number of systems we have. In summary, the reconciliation needs to be at invoice line level to show:
1.Approval/Payment Status.
2.If not approved, what is the approval status and where is it in workflow.
3.If not in workflow, have we received a copy (e.g. in scanning).
4.If not found, produce list of copies needed.
The complexity is because of the number of data sets involved, e.g.:
1. Multiple statements for a supplier across multiple accounts (all will be in Excel, saved in a single folder).
2. Multiple Accounting Systems (data or two obtained via SQL server, plus 1 via Excel).
3. Multiple workflow systems (in addition to the accounting systems, there are several other applications with data extracted to Excel files, plus a few SharePoint lists extracted to excel tables).
4. Multiple other data sources for scanning (all excel files).
FYI most of the online help I've seen covers consolidating multiple data sets & tidying up the data etc, which has been very helpful. Given the urgency, I'm hoping not to spend too much time researching to find what I need (apologies if this sounds lazy, but sure you'll understand there's lots of stuff online to trawl through). Does anyone know any appropriate resource that will help fast track me to learn?
Thanks in advance
Tooley
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