Auto-Import Data from Email Attachments to Excel using Power Query
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- Опубликовано: 7 авг 2024
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Are you tired of manually importing Excel data from email attachments every month? In this video tutorial, I will show you how to set up an automation using Power Query to automatically import Excel data from email attachments and merge them into a single Excel file.
This time-saving solution will allow you to effortlessly extract the data from the email attachment and use it for further data analysis. Watch the video to learn the step-by-step process and start saving time today!
#ExcelDataImport #EmailAttachments #automation #powerquery
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Thank you for the tutorial, it is amazing, how can we do on PDF's and CSV's ?
Your channel is one of the most underrated in the sphere.
This is very useful! Thank you so much for sharing it. Love watching your videos and your explanation is perfect!
I love this, because it eliminates the need to Power Automate. Thanks for sharing this.
Amazing! Thank you for posting. I can't wait to try this out on PDFs
This is like a mini-course on this topic - great stuff - thank you for posting this content !
I have used this solution before and my clients love it. Well done Chandeep for making a video about it 😊
Aah this is beautiful, I had to use a flow but now I can do it in these easy steps thanks a mil
This is very apt. I sure need this and you are so explicit. Thanks so much for sharing
You have no idea, how usefull this information to me. you are a gem!
Technical A-ha moment. Simple, quick, awesome. Many thanks Chandeep. A huge thumb up😊
Very very useful. Thank you for yet another informative tutorial 🙌
Seriously, it is insane. .. Thank you Chandeep.
This was an awesome info, thanks for sharing!!
Perfect solution and very easy method, thanks a lot!
Harray Bro!!! Its really awesome. I recently tried using the same thing using Alteryx and Outlook macro and finally load the data into PowerBI. Now its super easy and skip the intermediate steps. As usual again its clear and useful !!!
Waiting to see your subscriber to reach million !!!
Absolutely handy, Sir. Thank you very much for the impressive video.
I have been following you for power query solutions. Excellent solutions you provided. We are very that your on youtube to provide solutions or else i couldn't get solutions. I implemented things in powerquery which you suggested on RUclips and i got good appreciation in my org. It belongs to you as well. Thank you
Absolutely awesome! Thank you!
Looking this kind of trick from last 11 months.
Receiving more than 100 branches excel file having locked format and placing the same in my folder one by one and so on and so on...
You can't imagine that what kind of relaxing I'm thinking.
Goodly u r really 💕.
Very useful, thanks for the guide!
I saw kind manipulations with emails at Leila, but i didnt dig into this topic (i didnt see, what can i do with that). But now i know, where i'll try your precious technique, cause before this moment i would have to save that files, prepare them with vba and after update with pq and finally get the data i need.😌
I hope i'll be able to apply this lesson tomorrow at work.
Great thanks, boss!🤗
Really impressive!! I do have these cases at work and I keep on taking the time to save the files in one folder to which I connect Power Query. You got a new subscriber 😊
Excellent! :)
@@GoodlyChandeepbig fan. Quick question please. Does it mean then I can't delete that email from my mailbox or I risk PQ not extracting those emails anymore? Also would this make me a single point of failure as my colleagues have no access to my email? Finally, what happens if some attachments are of an excel doc as attachments and some CSV, do I need multiple queries to do the same extraction?
Thanks for this Video... I've already started to used it for my work 😊
super cool time saver, thank you for sharing
Thank you...this is useful and to the point
This should be required viewing for everyone interning rn. I see that there are tables for calendar invites. When I do audit work, I need to keep track of who I spoke to and when I spoke to them. This feature looks like it will help me keep track of this.
Superb. Your teaching style is excellent .
Indeed very useful trick! Thanks for sharing
Perfect solution, thank you. And we can save files automatically to a folder by Automate. Please make a more Video about this
Omg...this is suuper cool....thanks chandeep for such a great tip
Thanks. So very nice video again.
Of course I would need to make sure that the e-mails are kept in Exchange ... But since I cannot use Automate and Excel because I don#t have a business account, it is a nice workaround.
This was so awesome.
Wow.. this opens up whole new opportunities
Wow Great Video as usual keep uploading more such Videos.. ❤
It buy me some time to watch goodly videos on youtube😂...keep up the good work veera..
This one is really powerful & time preserving idea. Thanks for sharing 🙌❤
Thanks Subham :)
Great Stuff.
Wow... A great video and explanation aa always Chandeep...
Thank you :)
great skill thank you
Using PowerAutomate to handle this scenario for a shared mailbox today. If possible, could we skip that and use PQ directly? If so, I think that'd be a great next video.
Thanks!
This is very informative and time saving... I have do this with Power BI
Glad it was helpful Santosh :)
Very useful... Great info
Incredible!!!
Thanks Chandeep!
Excellent video.🎉
Very impressive
That's cool! I have a daily parsing reports and I used to use macro that copied all of the attachements to a certain folder to wich PQ was connected. That didn't take a lot of time in my case but direct connection is definetly better :)
Wht do you mean by " Direct Connection"? Did he use Direct Query here ? I didn't understand the type of connection used
@@sass520 I mean connection to inbox directly from PQ without having to save attachements to a folder first. It's not direct query.
Brilliant video, just what I was looking for. I have everything working fine. I used power query to clear the data down to just 3 columns and is updated regularly. How would I add a column that shows when the record on each row was last updated. ? When I start drilling down through the attachments I can see a date and time column of when the email arrived but haven’t been able to include it in the final query data I load.
Amazing, i will try this
Thanks
Thank you very much for this video! Extremely helpful. The documents that I’m trying to access are PDF and Docx. The documents unfortunately need to be reviewed and an over status assigned. How would you recommend going about this? Thanks again!
very good, thanks.
This is insane Chandeep...
Another great solution provided by you! I really enjoy watching your videos, which are really helping me finding the way thru Power Query. Is this a possible way to import XML files as e-mail attachments?
Awesome... Good learning from as always
Thank you Hemanth!
Thank you very much, is it possible to also do the same and pull in the content from Outlook File Types (email attachments), instead of .xlsx files?
Great video! I was just using Power Automate to load email attachment to Power Query last week. Btw any chance to load a table from email body to Power Query?
Super Dooper amazing 80% of the times its the case ..!! its kinda Free Alteryx workings lolz
This is amezing,🙏🏼
I did this technique using Vba. So when I saw this, I WATCHED THE WHOLE
VIDEO!! This is faster N flexible. Thank you mr handsome.
The only concern I have is, what if someone emailed me at 11am, and then sent an email again at 2pm with corrections. How does pquery treat it? Will that be treated as duplicates which means will mKe the table bigger?
Awesome Bro! This is very useful... how to get the data if it is moved to particular folder in Outlook?
excellent work, mate.
wonder if there is a way to have a link for attachments so that I can scrape them and archive them. I have a use case to download 100+ files from emails
Awesome, as always, very useful....but now, a new challenge what about Teams and files embedded ? How could we process this kind of issue? Thank you so much Chandeep
This is awsome
Excellent tutorial Chandeep. Cutting out the unreliable Outlook rules is a great step forward. Can you set this up for inbox sub folders?
outstanding
Maravilloso
Awesome
Thank u for an informative video. And one request instead of appending the data can u also give a solution how to save the data into different sheets in excel.
Great tip. Thank you so much
But last step is not working for me, I am getting external table not in the expected format error, all my files are csv though, does this work for csv files ?
Fantastic ji. How about if the same pattern of pdf files received in emails from specific person like bank statements? Can we do the same steps?
Is this same step. I can follow for archived/offline outlook file!!
If not can you guide me to do the same with archived *.pst file
Great work brother, what should we do in case of multiple attachments
Awesome trick!!
What if a person sent revised file example mar month he sent twice then both file will fetch then how to remove the old and consider into account the new one any idea how to tackle it
This video is so informative! Can you explain how I could apply this to pdf files?
Great! Can it be applicable if I am receiving .zip file (with .csv inside) and then to extract it?
Thanks 👍. It works with my organization 365 office email ?
That's amazing.
I wonder what if I want to update the source of the query with new attachment received from Outlook rather than combining them together. For example, instead of combining Jan and Feb .xlsx, I want to update feb.xlsx in place of Jan.xlsx.
In the DatetimeReceived column, just filter "is latest". All the best!
Hi, what's alternative for CSV? The table.tranformcolums for each excel.workbook produces error column instead of excel, any help would be appreciated! I'm working with CSV rather than xlsx.
Good day Goodly, can it be done for email tables info other than attachments?
Thank you for such an amazing informative video. What if the we want power query to fetch email from any other folder? Plus if the data is coming through email on daily basis in MTD (month till date) and we need to replace the data on daily basis?
I need this too
Can you use Power Bi to do this too? I have to have outlook and excel open for this to work. I have it as part of a power automate flow. Is there a way to do it all in the background?
Very very useful , Does this work with an email on the Hotmail server
Thanks..Very interesting.How do I import a pdf and MS word from outlook?
Useful Tip. I receive monthly data in 3 to 4 batches every month. Is there any way to create a separate sheet for each month using power query without following all steps every month?
You are amazing brooooo
I want to become expert in power query. What should I do??
When you do the Table.TransformColumns what do you put for for PDF's?
This is great...does it work for emails sent to Gmail??
Can we refresh it automatically instead of us refreshing the file? Also I would like it if I can send out the consolidated data as a chart or as is via mail again.. please let me know if there is any other video covering this.
Excellent job. Never find this type of solutions.If I want use same solution for Excel 365 also. But it's unable to run the power quary in office 365. Can u provide any alternative solution.
do we required separate mail id or we can use business mail id or our company mail id is fine
Hi chandeep, I have a case where I will be daily getting a file with updated data from service now in my outlook email. That attachment includes the previous data as well the updated rows in that attachment. What would be best way to do this. It's daily updated attachment? Any suggestion
Can we map shared mailbox if yes any additional steps need to take please advise 🙏
does it only work with Outlook? is it possible to import files from a Thunderbird email address?
this is very useful to me. but I need to watch it over and over again to remember the process..😂
Is it possible to link this with for e.g. ChatGPT to get specific Information out of a pdf that is always different, like invoices and i want to get out the invoice date, amount, out of each of those?
Can we do the same and load data to power bi desktop
This is good but is there anyway by which we can auto refresh the Power Query file? We have several Power Automate steps with Excel Scripts but they don't run properly.