Catch duplicate IDs
Check the inputs before a merge multiplies your rows and distorts the result.
From “aha” to “I can.”
Use Power Query to compare two exports, find missing records and duplicate IDs, and check amount differences. Refresh the same workflow next month.
In preparation · Planned price $49 USD · No payment today
export-a.csv ↔ export-b.csv
| Invoice ID | Result | Difference |
|---|---|---|
| A101 | Matched | 0.00 |
| A102 | Matched | 0.00 |
| A103 | Missing in Export B | 150.00 |
| A104 | Missing in Export A | −150.00 |
The outcome
Build the controls that tell you when your reconciliation needs a second look.
Check the inputs before a merge multiplies your rows and distorts the result.
Keep records from both exports so unmatched transactions stay visible.
Check amounts, row counts and exceptions when the next month’s files arrive.
Free sample · 80 seconds
A silent, text-based walkthrough. Follow the changing tables or move through each step at your own pace.
EXPORT A
| Invoice ID | Amount |
|---|---|
| A101 | 100.00 |
| A102 | 200.00 |
| A103 | 150.00 |
EXPORT B
| Invoice ID | Amount |
|---|---|
| A101 | 100.00 |
| A102 | 200.00 |
| A102 | 200.00 |
| A104 | 150.00 |
These two exports should contain the same invoices. Each invoice ID should appear once. Export A totals 450. Export B totals 650. Before comparing totals, check whether the IDs are unique.
One-question check
A contains A101, A102 and A103.
B contains A101, A102 and A104.
The self-paced pilot
A self-paced practice pack for accountants and finance analysts who already know basic Power Query.
Planned practice pack price
Planned price for the practice pack. Joining the launch list is free; nothing is charged today.
Inside the practice pack
One currency. Two exports. A transaction ID expected to be unique in each file.
Check column types and identify duplicate IDs.
Keep both sides of the story with a Full Outer join.
Separate missing records from amount differences.
Run a new dataset through your reconciliation.
Before you start
You regularly compare Excel or CSV exports. You can already import a table and change column types in Power Query. You’ll need Windows desktop Excel with Power Query.
The pilot uses supplied sample data. It does not include custom company-file fixes, live coaching or a professional certification.
A few practical details
No. This pilot is being prepared as a self-paced practice pack. There is no scheduled class or live instructor.
Sales are not open yet. You can try the free sample and join the launch list. We will only open orders after the required approvals and delivery details are confirmed.
No. You’ll use supplied example exports. Keep confidential company data on your own device.
No. It focuses on one reconciliation workflow. You should already be comfortable importing data and applying basic transformations.
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