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Create a Table or 4 column based upon dataset - Power Query or Macro???? Help

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    Create a Table or 4 column based upon dataset - Power Query or Macro???? Help

    Hello Everyone,

    I am wanting assistance to create a table for accounting purposes for QuickBooks to upload more efficiently. Currently now I am converting a PDF to Excel. Attached on sheet 1 is the original file converted from pdf and I am wanting to know if there is a macro or using power query editor that can create a simple credit and debit recognition based upon the number value being positive or negative. I have highlighted the rows that are being used with colors (red, green, and orange). In the sheet name "Result Wanting" I am simply wanting 4 columns "date, description (Transaction Detail), credit, debit. I am not sure whether a macro or power query editor would be the best method for completion.


    Any assistance would be helpful or even references as I cannot quite get an automation created. As at times I am dealing with 5,000 rows and doing so manual is just taking too much of time.
    Last edited by cvici; 06-29-2021 at 10:54 AM.

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    Re: Create a Table or 4 column based upon dataset - Power Query or Macro???? Help

    Not really sure if this is how you wanted.
    Please Login or Register  to view this content.

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    Forum Guru Bo_Ry's Avatar
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    Re: Create a Table or 4 column based upon dataset - Power Query or Macro???? Help

    Please try

    Please Login or Register  to view this content.
    You may use Data from PDF to import PDF directly to Power Query
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