A simple setup lets Excel combine recurring reports and refresh the results whenever new files arrive.

Years of accumulated files suddenly became patterns I could see, understand, investigate, and actually deal with.

Did you know that data analysts spend up to 80% of their time cleaning and preparing data? If you’re nodding in agreement, you’re not alone. The good news is that tools like Power Query in Excel and ...

Data comes from all kinds of sources and Microsoft Power Query can you when you need to combine foreign data. It’s a bit easier than trying to do so in Microsoft Excel sometimes. Microsoft Power Query ...

Q. There was a December 2020 article in the JofA about cleaning and joining data using a program called Alteryx, but we don’t have access to this program. Could you explain how to do those tasks using ...

Have a complex Excel problem? Power Query to the rescue! Analyzing data often means spending more time getting and cleaning up data than analyzing it. If that describes you, definitely review Excel ...

The January 2017 JofA article “Data Mining Your General Ledger With Excel” presents a step-by-step, formula-based approach to extracting general ledger data and then scrubbing them so that they can be ...

At the end of every month, you open each file, copy and paste, manually fix inconsistent naming, and recreate pivot tables.