Generate reports using SUMIFS formulas to aggregate data based on specific criteria. Automate the update process by saving new trial balances in the designated folder and refreshing the data in Excel.

Power Query is a versatile tool that excels in data transformation and combination. It provides a step-by-step approach to combine tables in Excel, ensuring data integrity and efficiency.

This guide is intended for readers who are new to Microsoft Excel or Power Query. The tips don't require you to know or use any Power Query M formula language, and they offer a good starting point ...