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Clean an export once and replay it every month

AltA, P, NTables & data

The monthly ritual of deleting the same three columns becomes one click.

Difficulty

Advanced
Practice file

1What it does

Every month the same export arrives with the same junk: three header rows above the data, a combined reference field, a column of text numbers, blank rows at the bottom. Most people fix it by hand, every month, for years. Power Query records the fixes as a list of steps and replays them against next month's file — you swap the source and press Refresh. It ships with Excel, it's the highest-leverage thing in the program, and almost nobody in finance has been shown it.

2The shortcut

AltA, P, N
  1. 1Alt + A, P, N to get data from a file, then **Transform Data** rather than Load.
  2. 2Do the cleaning in the editor — remove rows, split columns, change types. Each action lands in **Applied Steps** on the right.
  3. 3**Close & Load**. Next month, drop the new file in the same place and press Alt + F5.

3Before → after

Press the shortcut to play it on a sample sheet.

The export, as it arrives

AB
1MONTHLY EXPORT
2Generated 2026-10-01
3
4Acme Corp | INV-10424,200
5Globex | INV-10439,800
6

Applied Steps

  1. Source
  2. Removed top 3 rows
  3. Promoted headers
  4. Split column by delimiter
  5. Changed type to number
  6. Removed blank rows

Three junk rows, a combined field, text numbers, trailing blanks. Most people fix this by hand every month for years.

4When you use it

  • Strip the header junk and blank rows off a bank or payroll export.
  • Turn a monthly download into a table that feeds a live pivot.
  • Append twelve monthly files into one list without copying and pasting.

Want these moves already done for you? Wauvel's free tools download as branded, formula-driven Excel models — Tables, named ranges, and all.

Learn the moves here — or let Wauvel run them on your numbers.

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