Excel Power Query-Template Method
Using Templates:
Step 1: Access Templates
- Visit https://accounting.bi/template-dashboards/.
- Download the desired Excel template.
- Open the downloaded Excel template.
- Go to the Data tab and launch the Power Query Editor.
- Locate the Bearer Token field below the table in the template.
- Paste the recently generated Bearer Token into this field.
Step 3: Finalize Data Import
Your organization’s data will now be displayed accordingly within the template.
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