Excel Balance Sheet from Trial Balance with Power Query and Power Pivot

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Күн бұрын

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In this video, I show you how to take a trial balance and turn it into an Excel Balance Sheet. I also use Power Query and Power Pivot to make the process easier and faster. This is a great way to get started!
Table of Contents:
00:00 - Introduction
00:48 - Overview
03:41 - Assess
03:52 - Browse
05:12 - Create
07:21 - Design
12:10 - Recap
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Пікірлер: 18

@user-zg6gw7ib3g 4 ай бұрын

I'm a little late to the party, but your video and concepts are incredibly helpful! Thank you.

@v2pumo817 5 ай бұрын

Very clear introduction to cube function .

@alexrosen8762 Жыл бұрын

Excellent tutorial. Very useful 🙏

@GestordeTrafego-zl9qs Жыл бұрын

This video helped me. Thank you for sharing your knowledge.

@ExcelU Жыл бұрын

Thank you ... I'm glad it helped :)

@JuanLopez-nh5gf 2 ай бұрын

Nice Sr!

@josealvesferreira1683 Жыл бұрын

congratulations

@jamilhfl 6 ай бұрын

supper excellent

@ExcelU 6 ай бұрын

Thank you very much

@Bhavik_Khatri Жыл бұрын

Very nicely done. Could you please share excel files too?

@alexisbermisa9708 Жыл бұрын

Can you do balance sheet and income statement from cash beginning trial balance, disbursement and sales book?

@user-zf6ob1dx1p 4 ай бұрын

Hi, could this work with governmental financial statements that have have different gov't funds?

@JayByrne-wh3lf Жыл бұрын

What is the formula for restating a date in a separate cell from mm/dd/yyyy to yyyy-mm?

@mardyzhou1831 Жыл бұрын

Hi Jay, For me, I usually use Text.Middle(Text.From(datedata),6,4)&"-"& Text.Middle(Text.From(datedata),3,2). Hop this will help

@rebesteves 2 ай бұрын

This is really cool but the example is too simple to use Power query or power Pivot. Do you have more complex example - multiple entities and reporting periods? My power pivot has a entity ID listed horizontally, plus a reporting period as the pivot drop-down.