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Jim Stubanas Transform 2022 Power Query Session

October 24, 2022

Jim Stubanas of Dean Dorton Allen Ford discusses the concept of using an Excel Power Query to manipulate data for import into Sage Intacct.


Video Transcript


Speaker: Jim Stubanas, Dean Dorton Allen Ford

Please introduce yourself and tell us your most impactful takeaway from Sage Transform 2022.

Jim Stubanas: Hi jim steven is here from Dean Norton. I'm just getting back from this age conference and ironically the presentation I enjoyed the most wasn't even about an intact product. It was a presentation called leveraging. Excel Power query for intact imports. Now, for those of you who have to import data in the intact, you know, we have some great utilities for that, but most of the work is really getting that data ready for import into intact. Whether you're grabbing it off of an Excel file, a web connection or from maybe a database during the presentation of the power query, the presenter took a file of about 50,000 records, did some transformational work on that, you know, lookups and if statements and filters boiled that down to about 200 rows and easily imported that into the intact system, what was really great about it was the idea that once we had that query built, we could reuse that query over and over again. All we had to do was refresh the data. What's even better is the para query is free to all users of Excel 2010 or later.



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