Auto-Import Data from Email Attachments to Excel using Power Query

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Goodly

Goodly

Күн бұрын

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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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Пікірлер: 175
@ourlittlesmarties1188
@ourlittlesmarties1188 11 ай бұрын
This is very useful! Thank you so much for sharing it. Love watching your videos and your explanation is perfect!
@cjimmer4877
@cjimmer4877 11 ай бұрын
Amazing! Thank you for posting. I can't wait to try this out on PDFs
@paspuggie48
@paspuggie48 11 ай бұрын
I have used this solution before and my clients love it. Well done Chandeep for making a video about it 😊
@MGA19a
@MGA19a 2 ай бұрын
This is like a mini-course on this topic - great stuff - thank you for posting this content !
@ocismorkayo4659
@ocismorkayo4659 10 ай бұрын
Technical A-ha moment. Simple, quick, awesome. Many thanks Chandeep. A huge thumb up😊
@DeepakKashyap-fr3ek
@DeepakKashyap-fr3ek 5 ай бұрын
Seriously, it is insane. .. Thank you Chandeep.
@keagankemp6275
@keagankemp6275 11 ай бұрын
Aah this is beautiful, I had to use a flow but now I can do it in these easy steps thanks a mil
@kiliev2007
@kiliev2007 11 ай бұрын
Your channel is one of the most underrated in the sphere.
@jibinvinod4337
@jibinvinod4337 10 ай бұрын
You have no idea, how usefull this information to me. you are a gem!
@rangs1966
@rangs1966 11 ай бұрын
Superb. Your teaching style is excellent .
@tersit89
@tersit89 4 ай бұрын
Perfect solution and very easy method, thanks a lot!
@emilmubarakshin49
@emilmubarakshin49 11 ай бұрын
Absolutely awesome! Thank you!
@alexrosen8762
@alexrosen8762 11 ай бұрын
Very very useful. Thank you for yet another informative tutorial 🙌
@IvanCortinas_ES
@IvanCortinas_ES 10 ай бұрын
Absolutely handy, Sir. Thank you very much for the impressive video.
@nonoobott8602
@nonoobott8602 11 ай бұрын
This is very apt. I sure need this and you are so explicit. Thanks so much for sharing
@DMatWork
@DMatWork 9 ай бұрын
Very useful, thanks for the guide!
@kumarvg5383
@kumarvg5383 11 ай бұрын
Thanks for this Video... I've already started to used it for my work 😊
@arunkumarkesavan6077
@arunkumarkesavan6077 11 ай бұрын
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 !!!
@ursvenky6394
@ursvenky6394 6 ай бұрын
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 KZbin and i got good appreciation in my org. It belongs to you as well. Thank you
@rohitwaradpande2492
@rohitwaradpande2492 11 ай бұрын
Indeed very useful trick! Thanks for sharing
@Archie167
@Archie167 10 ай бұрын
This was an awesome info, thanks for sharing!!
@unnikrishnansanthosh
@unnikrishnansanthosh 11 ай бұрын
super cool time saver, thank you for sharing
@ca.cs.subachandranmurugesa2560
@ca.cs.subachandranmurugesa2560 11 ай бұрын
Wow.. this opens up whole new opportunities
@phoolkhan87
@phoolkhan87 11 ай бұрын
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 💕.
@Rice0987
@Rice0987 11 ай бұрын
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!🤗
@madhumatikoli1503
@madhumatikoli1503 Ай бұрын
Thank you...this is useful and to the point
@muneerrahiman9846
@muneerrahiman9846 11 ай бұрын
Omg...this is suuper cool....thanks chandeep for such a great tip
@raghavshanbhag9308
@raghavshanbhag9308 3 ай бұрын
great skill thank you
@flyingHubby
@flyingHubby 11 ай бұрын
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.
@KuldeepSingh-nq1vi
@KuldeepSingh-nq1vi 11 ай бұрын
Wow Great Video as usual keep uploading more such Videos.. ❤
@NotBen101
@NotBen101 11 ай бұрын
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.
@shubhamaggarwal6746
@shubhamaggarwal6746 11 ай бұрын
This one is really powerful & time preserving idea. Thanks for sharing 🙌❤
@GoodlyChandeep
@GoodlyChandeep 11 ай бұрын
Thanks Subham :)
@sunnygala7972
@sunnygala7972 11 ай бұрын
Thanks Chandeep!
@VIJAY-pd4jt
@VIJAY-pd4jt 11 ай бұрын
Excellent video.🎉
@TheSuvankarKundu
@TheSuvankarKundu 16 күн бұрын
This was so awesome.
@ajkrishna001
@ajkrishna001 11 ай бұрын
Very useful... Great info
@Ratnakumarwrites
@Ratnakumarwrites 11 ай бұрын
Wow... A great video and explanation aa always Chandeep...
@dc345601
@dc345601 10 ай бұрын
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!
@MattiasGregersen
@MattiasGregersen 11 ай бұрын
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!
@johnmanuelraj7555
@johnmanuelraj7555 6 ай бұрын
Very impressive
@sasda1234s
@sasda1234s 11 ай бұрын
Amazing, i will try this
@tezbriz
@tezbriz 6 ай бұрын
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.
@SantoshBudakoti
@SantoshBudakoti 11 ай бұрын
This is very informative and time saving... I have do this with Power BI
@GoodlyChandeep
@GoodlyChandeep 11 ай бұрын
Glad it was helpful Santosh :)
@prajapatirp
@prajapatirp 11 ай бұрын
This is insane Chandeep...
@josecarlosconejo5724
@josecarlosconejo5724 11 ай бұрын
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 😊
@GoodlyChandeep
@GoodlyChandeep 11 ай бұрын
Excellent! :)
@patrickkinbonso1809
@patrickkinbonso1809 4 ай бұрын
​@@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?
@evetteprout9814
@evetteprout9814 5 ай бұрын
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?
@TheRathnakara
@TheRathnakara Ай бұрын
Great Stuff.
@WWIESE1000
@WWIESE1000 6 ай бұрын
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?
@josealvesferreira1683
@josealvesferreira1683 9 ай бұрын
very good, thanks.
@Lalithchary
@Lalithchary 4 ай бұрын
Thank you for the tutorial, it is amazing, how can we do on PDF's and CSV's ?
@syednayyar
@syednayyar Ай бұрын
Super Dooper amazing 80% of the times its the case ..!! its kinda Free Alteryx workings lolz
@BertandRussell
@BertandRussell 11 ай бұрын
Incredible!!!
@navinsiriwardena6635
@navinsiriwardena6635 Ай бұрын
Thank you :)
@Ody2004
@Ody2004 11 ай бұрын
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?
@gauthamk1485
@gauthamk1485 10 ай бұрын
Awesome Bro! This is very useful... how to get the data if it is moved to particular folder in Outlook?
@prashantsuthar7
@prashantsuthar7 11 ай бұрын
Thanks 👍. It works with my organization 365 office email ?
@dilipinamdarpatil6301
@dilipinamdarpatil6301 11 ай бұрын
This is amezing,🙏🏼
@user-ek2rk4tv5i
@user-ek2rk4tv5i 4 ай бұрын
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 ?
@HemanthKumar-lb4xt
@HemanthKumar-lb4xt 11 ай бұрын
Awesome... Good learning from as always
@GoodlyChandeep
@GoodlyChandeep 11 ай бұрын
Thank you Hemanth!
@juanpaolo21yt
@juanpaolo21yt 11 ай бұрын
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.
@juanpaolo21yt
@juanpaolo21yt 11 ай бұрын
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?
@MyAvn
@MyAvn Ай бұрын
Thanks
@ahmed007Jaber
@ahmed007Jaber 7 ай бұрын
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
@natsarev
@natsarev 11 ай бұрын
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 :)
@sass520
@sass520 11 ай бұрын
Wht do you mean by " Direct Connection"? Did he use Direct Query here ? I didn't understand the type of connection used
@natsarev
@natsarev 11 ай бұрын
@@sass520 I mean connection to inbox directly from PQ without having to save attachements to a folder first. It's not direct query.
@MarkvanValkenburg
@MarkvanValkenburg 3 ай бұрын
Excellent tutorial Chandeep. Cutting out the unreliable Outlook rules is a great step forward. Can you set this up for inbox sub folders?
@excel-jodallah
@excel-jodallah 11 ай бұрын
Very very useful , Does this work with an email on the Hotmail server
@SparkVox
@SparkVox 5 ай бұрын
Great work brother, what should we do in case of multiple attachments
@yoginathbadadale
@yoginathbadadale 11 ай бұрын
This is awsome
@vashisht1
@vashisht1 11 ай бұрын
It buy me some time to watch goodly videos on youtube😂...keep up the good work veera..
@TheJaime10000
@TheJaime10000 11 ай бұрын
This video is so informative! Can you explain how I could apply this to pdf files?
@SAIKISH2005
@SAIKISH2005 11 ай бұрын
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?
@mirrrvelll5164
@mirrrvelll5164 11 ай бұрын
Great! Can it be applicable if I am receiving .zip file (with .csv inside) and then to extract it?
@dbwkg6885
@dbwkg6885 11 ай бұрын
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
@georgekipan9246
@georgekipan9246 11 ай бұрын
Thanks..Very interesting.How do I import a pdf and MS word from outlook?
@warrenanderson6014
@warrenanderson6014 11 ай бұрын
This is great...does it work for emails sent to Gmail??
@tezbriz
@tezbriz Ай бұрын
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?
@aman_mashetty5185
@aman_mashetty5185 11 ай бұрын
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
@michaeldolan7507
@michaeldolan7507 11 ай бұрын
When you do the Table.TransformColumns what do you put for for PDF's?
@dolphinloh7018
@dolphinloh7018 10 ай бұрын
Good day Goodly, can it be done for email tables info other than attachments?
@ananthalakshmiragi4446
@ananthalakshmiragi4446 5 ай бұрын
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.
@narendravishwakarma4646
@narendravishwakarma4646 11 ай бұрын
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
@jithuraphael1993
@jithuraphael1993 11 ай бұрын
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.
@adin6429
@adin6429 11 ай бұрын
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.
@pandeyshivam1
@pandeyshivam1 11 ай бұрын
In the DatetimeReceived column, just filter "is latest". All the best!
@nomanmushtaq7384
@nomanmushtaq7384 9 ай бұрын
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?
@Chris-tj4es
@Chris-tj4es 6 ай бұрын
does it only work with Outlook? is it possible to import files from a Thunderbird email address?
@jorstube
@jorstube 11 ай бұрын
Maravilloso
@J1N-7
@J1N-7 9 ай бұрын
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.
@ashok-bejawada
@ashok-bejawada 4 ай бұрын
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.
@dmclean3324
@dmclean3324 11 ай бұрын
outstanding
@shreereddy6823
@shreereddy6823 11 ай бұрын
Interesting. Does this work where an email account is hosted on Microsoft exchange server. Please clarify.
@yoginathbadadale
@yoginathbadadale 11 ай бұрын
Can we map shared mailbox if yes any additional steps need to take please advise 🙏
@yam5400
@yam5400 2 ай бұрын
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?
@rajkumarreddy-my4vd
@rajkumarreddy-my4vd 16 күн бұрын
do we required separate mail id or we can use business mail id or our company mail id is fine
@saneeshkrishna3818
@saneeshkrishna3818 11 ай бұрын
You are amazing brooooo I want to become expert in power query. What should I do??
@somkanskar8931
@somkanskar8931 6 ай бұрын
Hi chandeep. I was looking for somethign like this. The only difference is my attachments has .txt file. I am stucked with table transform step. How should I proceed further ?
@DiwankarSingh
@DiwankarSingh 6 ай бұрын
can we do the same using Gmail and word file as attachment instead of outlook and excel????
@atulbhandvalkar2510
@atulbhandvalkar2510 11 ай бұрын
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?
@rainehardclarke7955
@rainehardclarke7955 3 ай бұрын
I need this too
@christinelowery2415
@christinelowery2415 6 ай бұрын
Hoping for the same thing but for csv file attachment
@nehaahuja4829
@nehaahuja4829 10 ай бұрын
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
@shubhabratadey
@shubhabratadey 11 ай бұрын
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.
@EllysaMaldia
@EllysaMaldia 2 ай бұрын
the function of table.transfercolumns is not working if the extension type used is in .xls format. the attachment content shows "error" when i followed the excel.workbook format. what format should i used then? thank you! :))
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