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Alan Sidman
Alan Sidman
@alansidman
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Joined: Oct 18, 2018
Last seen: Jun 4, 2026
Topics: 3 / Replies: 263
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RE: Reconciling revenue reports from two systems

Using Power Query, bring each table into the PQ editor. Then perform a Merge (inner Join) on the common fields.

23 hours ago
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RE: Formula help

Thanks for the feedback. This forum is here to help. Post back any time you are having issues.

1 week ago
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RE: Formula help

=XLOOKUP(H7&I7,'Csg Data'!A5:A838&'Csg Data'!B5:B838,'Csg Data'!M5:M838,"Not Found",0,1)

1 week ago
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RE: Help with a formula

Upload a sample file highlighting your issues. If you post this same question on other forums, be sure to identify those other locations.

2 weeks ago
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RE: Conditional Formatting Formular

Paul, Are you able to upload a sample file showing an example of your source data and a mocked up solution for us to work with. 8-10 records should...

2 weeks ago
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RE: Multiple Data Sources

If you have the data in separate workbooks, you can append them in Power Query and then create your graphics in Power BI.

3 weeks ago
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RE: Hyperlink does not update when using find/replace to change dates within URL

Take a look at this video on using a cell as a parameter.  

4 weeks ago
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RE: Bank Statement Dates

right after you bring the file into PQ, highlight the date column and append to the column the year. Append a consistent value to all cells (Add Cus...

3 months ago
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RE: Cleaning messy pdf file in power querry

your attached file does not include the source file. Cannot follow what you have done. Please explain the two tables shown. More information is nee...

3 months ago
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RE: Cleaning messy pdf file in power querry

Cleaning can mean different ideas to different people. You have not provided a mocked up solution of your data. Perhaps only the first 8-10 records ...

3 months ago
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RE: How to create the "excel as a CRM" with tables already in a workbook

You could create a sample file of fictitious information that would resemble your actual file. Usually it is only necessary to create a file structur...

4 months ago
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RE: Data collection for High school

Suggest you re-upload your file as an excel file. Cannot manipulate data in a PDF or picture. Please explain succinctly your objective that you woul...

5 months ago
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RE: How to combine data from multiple rows & columns into one row

In the attached, I used Power Query to Unpivot the email table. letSource = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],#"Unpivoted Other Colu...

5 months ago
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RE: Editing a Xero P&L Report for PowerQueryUse

Not sure what you are asking. It would be real helpful if you mocked up a solution showing what it is your expected results should look like.

5 months ago
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RE: Need help with IFS function in formula's. See Notes tab for my questions and comments.

=IF(Table3[@[Due Date]]="NA","",IF(Table3[@[Due Date]]<TODAY(),"Overdue",IF(Table3[@[Due Date]]>TODAY()+30,"Not Due","Due Soon")))

6 months ago
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