Import and Clean pdf Bank Statement in Excel

[@melisestall5090]

Thank you soooo much... new subscriber here.

[@Faisal-qy6fp]

@ 1:12 I went to "From File" on my excel sheet but didn't find any option for PDF, Help me plz.

[@patrisz16]

Saved my sanity! Thank you

[@benf5610]

So helpful and practical

[@kushkhan3219]

Awesome 👍 sir

[@amrhashim1484]

Thanks for this video. Please, How to import data statement of bank to BI from website bank online ?

[@FinexSkillsHub]

Directly to the bank's website? I am not sure because of security implications. However, there are some bank portals that may allow connections with custom API. That way you can connect using the Import Data from a Web Page option in Power Query in Power BI. Otherwise you can download as pdf or csv and proceed from there.

[@amrhashim1484]

@@FinexSkillsHub I thought so , thanks for the reply

[@Ola-iu6zc]

Thanks for the video. I used this method but my data did not come in the same column. E.d the balance column in page 2 is not in the same column as that of page 1. I had to move it manually after loading it back to excel table. Pleaae, is there a way out. Thanks

[@FinexSkillsHub]

Thanks for the feedback. Sometimes, Power Query will create different columns in separate pages if the headers of the columns are not spelt the same way. If the source data is editable, please check the spelling of "balance" in both cases. A leading or trailing space or an invisible character may cause this.

[@Giridharan952]

Sir how to group date wise debits and credits , when i did i encounter data. Formatt error

[@mukund6614]

01:22 how to get import data from pdf option I have office 2019 & above option is not showing please guide

[@FinexSkillsHub]

Feature is available in Microsoft 365 and and some recent Desktop versions. I am not sure of its availability in 2019.

[@mukund6614]

@@FinexSkillsHub ok

[@olabisidurojaiye9925]

Really useful.

[@ali.s227]

Thanks bro