Reconciling Totals between Two Sources
This lesson is part of the course
In this lesson
You rebuild the CRM total per region from the order lines, compare it with the finance ledger, set a Match/Check status with a tolerance and colour the rows that need a look.
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Lessons in this course
- Stacking Regional Exports with VSTACK and DROP Locked
- Monthly Files into One Table: a Source Column with HSTACK Locked
- Merging Columns from Other Tables with XLOOKUP Locked
- Matching Keys: Missing Records in Both Directions Locked
- De-duplicating Combined Rows with UNIQUE Locked
- Summarising the Combined Table with GROUPBY Locked
- Reconciling Totals between Two Sources Locked
- Capstone: a Combined Quarter Dashboard with a Chart Locked