Hi everyone, new user here, and I am hoping to get some tips on setting up financial data for analysis. I have watched the videos and topics posted on the forum and related videos in the financial modeling course.
I imagine I am not the only one that gets really messy data from ERP software. In the financial modeling course, the source data from excel is very clean with Indexes (customer, order #, etc.) that can easily be linked to each other. I have the opposite problem - I get sales data with 50 columns, 10K+ rows, and no indexes to match anything.
Is there a specific video that shows you how to set up data using index #'s to link everything? Should this be done in excel first before uploading to power bi (e.g., create a customer + index table and then match it in excel).
I see a few different ways to do it, but hopefully there is a video or someone on here that does this often that can show me how to quickly streamline this process.