In this chapter, we'll explore the first type of connection to another workbook. 
Download the workbook using this link:

This feature is equally available in Excel for both Windows and MacOS, though Excel tends to perform better on Windows. You get the idea 😉


If you prefer visual guidance, here’s a 
👉<a 
href="https://docs.google.com/document/d/1FPv8JZNLqxaPrwrsHQQnQpgxiSE125adpHmnyBSt36Y/edit?usp=sharing"
target="_blank"
style="color: #ff8a00; font-weight: 600; text-decoration: none; transition: 0.3s ease-in-out;"
onmouseover="this.style.color='#ff0000'"
onmouseout="this.style.color='#d27204'">tutorial</a> for you.

What’s the best approach to avoid errors or crashes when connecting a new table, especially if you're unsure about the number of rows in the table?

This advanced course will guide you from preparing raw data for analysis to building an automated dashboard. You will learn how to calculate the Profits & Losses for a small business, "The Artisan Bakery". Dive deep into the essentials of business analytics with practical, real-world applications and transform data into insightful, actionable outcomes.

Prepare to discover the fundamentals of Power Query, including navigating the Get Data tab, establishing connections with databases and Excel workbooks, and effectively merging queries to streamline your data processing tasks.

You will dive deeper into Power Query's capabilities by connecting and integrating data from CSV files and folders. This section will guide you through adding custom columns, merging data sources, handling errors gracefully, and efficiently grouping and unpivoting columns to prepare data for advanced analysis.

The section covers advanced data preparation, relationship building, and calculation methods using Power Pivot.

Delve into creating a highly automated and interactive dashboard from start to finish. We explore advanced features such as pivot charts, KPI integration, and slicers to enhance functionality and user interaction. 

Discover advanced functions to create an interactive and automated report for calculating key financial metrics on a monthly basis.

Excel for Finance

Connecting to the Excel Workbook