In this scenario, the data comes from a SQL database, a CSV file, and a PDF file. We’ll demonstrate how to use Excel’s business intelligence tools to tackle this task efficiently.

Formulas are powerful tools for performing calculations and analyzing data in Excel. In this beginner’s guide, you’ll learn how to use formulas and explore some popular built-in functions.

Use Excel’s “Get Data from Folder” feature to import and combine multiple trial balance files into a single query. Clean and transform data using Power Query to prepare it for analysis.