November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 21
Automating QuickBooks Analysis with Power Query
IN THIS CHAPTER
Becoming acquainted with Power Query
Manipulating Power Query results
Keeping Power Query reports fresh
In Chapter 20, I explain how you can export QuickBooks reports for analysis in Microsoft Excel. I also explain how you can manually create a PivotTable report from your data. In this chapter, I show you how to automate the steps by using Power Query to create set-and-forget connections to reports. You still need to export reports to Excel from QuickBooks, but if you save over an exported report that’s linked to Power Query, the rest of the linking and transformation process is mostly automated. If you read to the end of the chapter, you can find out how to make the process completely automated.
Power Query can automate all various report clean-up steps. This makes reports much easier to work with. It also enables features like PivotTables and filtering that may be challenging or impossible in the report’s native format.
Introducing Power Query
As you may surmise by the name, Power Query enables you to connect to data sources, such as reports that you export from QuickBooks. The connections are refreshable, ...
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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.