Overview:
List reconciliation is a common business task (two files, two systems, one truth). Power Query can match, compare, and explain differences more reliably than lookup formulas.
Why you should Attend:
- Lookups break with duplicates, missing values, and changing formats-reconciliations become risky
- Manual matching is slow and error-prone, especially at month-end closures
- Power Query provides a repeatable process and a clear audit trail of steps
- Learn techniques to identify mismatches, missing records, and duplicates quickly
- Reduce reconciliation turnaround time and improve reporting confidence
Areas Covered in the Session:
- Merge queries for matching
- Anti-joins to find missing records
- Handling duplicates
- Cleansing keys
- Building a refreshable reconciliation report
Who Will Benefit:
- Finance Teams
- Auditors
- Operations teams
- MIS/reporting Professionals
- Analysts Responsible for Matching data Across Systems