Importing Bank Statement PDF into Excel via Power Query

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  • Опубликовано: 11 сен 2024

Комментарии • 77

  • @peppleibitoru7069
    @peppleibitoru7069 2 года назад +3

    So far the best explained video without any bias

  • @pvspkumar3065
    @pvspkumar3065 2 года назад +3

    Very well explained without any ambiguity and the presentation is excellent to follow and understand

  • @JaiRaman-tc6zr
    @JaiRaman-tc6zr Год назад

    Ty u r only till now I have seen hundreds of videos of excel 2 mention the excel version used ty keep up the good work

  • @jfernandez7410
    @jfernandez7410 11 месяцев назад +1

    Perfectly explained. Direct to the point. I am your new subscriber

  • @rssdharini
    @rssdharini 2 года назад +1

    Excellent..👍👍👏👏 Dhanajay .. Thank you .. keep educating us.. please..

  • @mustaro7792
    @mustaro7792 Год назад +1

    Interesting. Nice sharing. 👍🏼

  • @user-kn4wb9bf2i
    @user-kn4wb9bf2i 10 месяцев назад +1

    Well done. Thanks very much.

  • @user-qb9ok5tp2g
    @user-qb9ok5tp2g Год назад +1

    Your rock! that was super helpful!!!

  • @sujesh.818
    @sujesh.818 2 года назад +1

    Excellent Dhanjay ji. Will ask any clarification is needed

  • @vouficarriconapaz7219
    @vouficarriconapaz7219 Год назад +1

    Thx for sharing 😄

  • @atreyaram
    @atreyaram 11 месяцев назад +1

    Excellent

  • @bhagirathdhoot6537
    @bhagirathdhoot6537 2 года назад +1

    Superb...

  • @shokhabbosmaksudov4618
    @shokhabbosmaksudov4618 8 месяцев назад +1

    Bro, you lost info from the description when sorting null date)) Anyway, I found what I was looking for. Thank you

    • @ExcelKida
      @ExcelKida  8 месяцев назад

      No, didn't lost it, rather I deliberately removed it. There is another video, where I have demonstrated, how to combine & retain multi line description.

  • @khandavadeveluaravindhandc3784

    Hi. I have a file with more than 10 pages. Is there a way by which I can clean all these pages and load to a single excel sheet? Please help me out.

    • @ExcelKida
      @ExcelKida  Год назад

      Ideally this trick should work with multiple pages.

    • @khandavadeveluaravindhandc3784
      @khandavadeveluaravindhandc3784 Год назад

      @@ExcelKida this helped me convert bank statements with multiple pages that are automatically considered as a single table. But in certain bank statements the pages show as different tables. I want know how to merge those multiple tables that essentially have similar data and is in same order. Pls help.

  • @priyamvadaparmar
    @priyamvadaparmar 2 месяца назад

    How to import a file with more than 50 pages... Please help

    • @ExcelKida
      @ExcelKida  2 месяца назад +1

      I have covered multiple pages import in another video. But 50 pages is pretty voluminous. Adobe offers a special discounted plan for PDF to Excel conversion, which is pretty cheap (I guess ₹ 1500 / year). Go for it to perform such bulk level pages conversion to Excel.

  • @Nazar_ali_choudhary
    @Nazar_ali_choudhary 2 года назад

    Hi sir,
    i have a bank statement with multiple pages & power query makes a separate table for each page, is there any way to merge all of those tables?

    • @ExcelKida
      @ExcelKida  2 года назад

      Yes, using Append option
      But you need to ensure that you have exactly same columns for all tables, before performing append.

  • @BaffaBadamasi
    @BaffaBadamasi 2 месяца назад

    i use a mac book pro it doesn't show the pdf option on my 365

    • @ExcelKida
      @ExcelKida  2 месяца назад

      Microsoft never show up interest in pushing things for Apple, due to the rivalry. Even their official support page too reflects that PDF is not available for Mac OS (refer below link).
      support.microsoft.com/en-us/office/import-data-from-data-sources-power-query-be4330b3-5356-486c-a168-b68e9e616f5a#ID0EBF=macOS
      My personal suggestion, use AI to get this job done, which is far more intelligent than Excel in such things. I have seen PDF import option failing for many bank statement PDF.

  • @adityamundada6132
    @adityamundada6132 2 года назад

    Very good video. However I am not getting an option to import pdf even if I have office 365 subscription. How can I do this function in that case ?

    • @ExcelKida
      @ExcelKida  2 года назад

      Simply update your MS Office, it will appear

  • @mahendrab8810
    @mahendrab8810 8 месяцев назад

    If I want to merge multiple line narration datewise in pq how to do it in power query

    • @ExcelKida
      @ExcelKida  8 месяцев назад

      I already covered this scenario in this video. Check out below video
      ruclips.net/video/7av_riLnZNw/видео.html

  • @mariankeen8591
    @mariankeen8591 10 месяцев назад

    I struggled to do this because my statement converts to 124 Tables. There are about 5800 lines of data. I am not sure where to go from there.

    • @ExcelKida
      @ExcelKida  10 месяцев назад

      I covered this scenario in another video. Sharing link of it
      ruclips.net/video/QCcxQocCrxw/видео.html
      But I think 124 pages is too much large even for this technique. You should try to grab CSV / text delimited file for this from your banking menu

    • @matttzzz2
      @matttzzz2 12 дней назад

      @@ExcelKida Unfortunately both of my banks only provide 2 years worth of CSV data, anything older than that is provided as PDF. I'm calling my bank to request older CSV files

    • @ExcelKida
      @ExcelKida  11 дней назад

      Sorry to hear this. Generating the CSV file is very light weight for any banking system compared to PDF which is bulky. So logically, it is a crazy response by the bank.
      Sometimes I have seen non technical users are unaware of the term CSV. Try asking for a flat file or fixed width format file, which is supported by the majority of banking systems. I have even covered how to import bank statement in Excel from a flat file in one of my video.

  • @ama6416
    @ama6416 4 месяца назад

    But I can't SUM the amount of money of the data that converted from pdf. Does anyone know what is the problem?

    • @ExcelKida
      @ExcelKida  4 месяца назад

      Just ensure to apply Decimal format in Power Query to columns having numeric / amount type of data. SUM function fails if in the given range text is found in any cell. Sometimes cell appears as number but internally comma symbol might be treated as text when loading from Power Query.

    • @ama6416
      @ama6416 4 месяца назад +1

      @@ExcelKida Thank you very much, you're so helpful.

  • @Faisal-qy6fp
    @Faisal-qy6fp Год назад

    I didn't find PDF option on my excel sheet "From File"

    • @ExcelKida
      @ExcelKida  Год назад

      Possible issues & troubleshooting
      1) your Office 365 Excel is not updated [go to File > Account > Update Now]
      2) you are using Excel version other than Office 365, like 2007,,2013,2016,2019, which does not support this feature
      I would suggest go for Excel Online which you can sign-up for free & use this. I have already demonstrated this in latter portion of video.

  • @krishnakantgoyal521
    @krishnakantgoyal521 6 месяцев назад

    Agar get data ka option hi na show ho rha ho Excel 10 me

    • @ExcelKida
      @ExcelKida  6 месяцев назад

      That means you have very old version of Excel. I will suggest you to upgrade to Office 365 version of MS Office

  • @gstshiva4181
    @gstshiva4181 9 месяцев назад

    GOOD MORNING SIR, HOW TO REMOVE HEADER (LIKE FIRM NAME , ADDRESS , BANK ADDRESS AND MORE ) ITS COME EACH PAGE , HOW TO REMOVE IT , ITS KOTAKMAHENDRA BANK , PLZ REPLY ME , I AM A UR SUBSCRIBER , THANK U

    • @ExcelKida
      @ExcelKida  9 месяцев назад

      You need to use Power Query "Remove Rows" operation in Home tab of Power Query, where it asks you how many rows to remove from top (for page headers) or bottom (for page footers).

  • @Amitkumar-nd9fm
    @Amitkumar-nd9fm 5 месяцев назад

    it is worked on credit card statement also...plz tell sir

    • @ExcelKida
      @ExcelKida  5 месяцев назад

      It totally depends on the internal structure of the PDF file & if Power Query is able to decode it nicely or not. You can always give it a try.

    • @Amitkumar-nd9fm
      @Amitkumar-nd9fm 5 месяцев назад

      @@ExcelKida sir can you solve problem of add space between narration in Excel ... Do you have any formula for that..plz help sir how to do space

  • @vaishakhc3101
    @vaishakhc3101 Год назад

    It shows "pdf failed to load with result : password Required"

    • @ExcelKida
      @ExcelKida  Год назад

      Would not work with password protected PDF. You can try a simply hack. Just open PDF via Acrobat Reader & then use Print to PDF inbuilt printer of Windows to generate PDF, which effectively removes your password in result file. Then you can follow the step of videos

  • @khethothedisi1702
    @khethothedisi1702 Год назад

    If it's password encrypted how do i import to excel

    • @ExcelKida
      @ExcelKida  Год назад

      Then you need to use Print to PDF printer to generate password-less file & then go for the steps I demonstrated

  • @sukantamondal8853
    @sukantamondal8853 11 месяцев назад

    Windows 10 main Get data option nehi hai, kaise laia

    • @ExcelKida
      @ExcelKida  11 месяцев назад

      Windows 10/11 had nothing to do with this. It seems you have an outdated version of MS Office. Kindly upgrade to Office 365 to enjoy this feature

  • @user-uq8co7vp9j
    @user-uq8co7vp9j 6 месяцев назад +5

    Bro need some sleep..

    • @ExcelKida
      @ExcelKida  6 месяцев назад

      Sure. You can email / WhatsApp me your query on email ID / number I have shared at the end of video.

  • @odolasejalraj9292
    @odolasejalraj9292 6 месяцев назад

    How about the Connection

    • @ExcelKida
      @ExcelKida  6 месяцев назад

      Can you deliberate your query in a bit more detail ?

  • @mzms00
    @mzms00 Год назад

    How to import narration also

    • @ExcelKida
      @ExcelKida  Год назад

      You can copy paste remarks into narration column

  • @FAYR71
    @FAYR71 Год назад

    Hi, I have a question about the 2nd column (Narrative). If I want to keep the description which goes over 2 lines and combine them in one cell.
    Can you explain to me how to do this?

    • @ExcelKida
      @ExcelKida  Год назад +1

      Yes you can, but the steps are very complex for that. Also, it requires writing some of the M Query script manually. But anyway, thanks for this input. I will definitely plan a video for this too for future

    • @FAYR71
      @FAYR71 Год назад

      @@ExcelKida thanks for your reply. I look forward to seeing the video.

    • @ankitmkgupta
      @ankitmkgupta Год назад

      did you make any video for this?? @@ExcelKida

  • @Amitkumar-nd9fm
    @Amitkumar-nd9fm Год назад

    plz add space between narration sir

    • @ExcelKida
      @ExcelKida  Год назад

      Some cosmetic changes you can do via Excel

  • @user-tl1fo1qr5c
    @user-tl1fo1qr5c 13 дней назад

    Sir excel to tally pe vedio create kijiye

    • @ExcelKida
      @ExcelKida  13 дней назад

      Video बनाये तो है मैने, आप एक बार channel video list मे check करिये, आपको मिल जायेंगे

    • @user-tl1fo1qr5c
      @user-tl1fo1qr5c 10 дней назад

      @@ExcelKida
      Please send me vedio link

    • @ExcelKida
      @ExcelKida  10 дней назад

      ruclips.net/video/N4LTeqEJc2U/видео.html

    • @user-tl1fo1qr5c
      @user-tl1fo1qr5c 10 дней назад

      @@ExcelKida sir aeto tally prime 4 he

    • @user-tl1fo1qr5c
      @user-tl1fo1qr5c 10 дней назад

      @@ExcelKida
      Tally XML file kese banaya

  • @premlata7053
    @premlata7053 11 месяцев назад

    FB link

    • @ExcelKida
      @ExcelKida  10 месяцев назад

      facebook.com/excelkida/

  • @AnandGautam9901
    @AnandGautam9901 Год назад

    Not Useful when multiple pages of Bank statement 😅

    • @ExcelKida
      @ExcelKida  Год назад

      For multiple pages, you need to use Append option to combine multiple pages & then do the manipulation. If you develop some hands-on on playing with Power Query, then even multiple pages easily

  • @adithyets4631
    @adithyets4631 Год назад

    while in navigator tab i am getting table is empty

    • @ExcelKida
      @ExcelKida  Год назад

      Sometimes, table is not formatted properly, due to which Power Query might not be able to decode data into tabular format, which would display table as empty

    • @bhakshamb2102
      @bhakshamb2102 7 месяцев назад

      ​What is the remedy for that problem ​@@ExcelKida

  • @telanganagamezone5238
    @telanganagamezone5238 Год назад

    I am not getting the preview. Please help me out

    • @ExcelKida
      @ExcelKida  Год назад

      Possible issues
      1) If you don't have Office 365 Excel, you will not get PDF option
      2) Power Query will might not be able to decode every PDF into table