Excel-Power Query-Blank File Method
Method 1: Using a Blank File
Step 1: Generate Reports
First, generate the Profit and Loss and Balance Sheet reports by following their respective guides.
Step 2: Access Power Query
- Open Excel and go to the Data tab.
- Click on Get Data, then select Other Sources.
- Choose Blank Query to open the Power Query Editor.
- In the Power Query Editor, go to the Home tab and select Advanced Editor.
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59ea4dd4164d0d1bc5ad4ea019fe11683c1a987713d1534e4146e96c06087354be8dbf1c13f2b462e298aa656ba24e1e045?inline=true)
- Remove the existing code and replace it with the provided code.
let
Token = "Bearer (Paste the Bearer Token Here)",
Url = "(Profit & Loss API URL)",
GetAPIData = (token as text) as record =>
let
Source = Json.Document(Web.Contents(Url, [Headers=[Authorization=token]])),
AnotherAPICall = if Record.HasFields(Source, {"url"}) then
Json.Document(Web.Contents(Source[url]))
else
Json.Document(Source[data]),
Result = AnotherAPICall
in
Result,
FinalResult = GetAPIData(Token)
in
FinalResult
Replace the placeholder text with your actual Bearer Token and Report API URL and remove Brackets.
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59eb3de2d48a180748ec9db115311348b57aee9a788b946ecd8c37cea4ff4026b4e50db1fea386451d60238a94022ffc876?inline=true)
- Click Done.
Step 4: Finalize Data Import
- Click on Edit Credentials, select Connect, and set the Privacy level to Public.
- Click on Into Table.
- Click on the double-sided arrow next to the column header, then select Expand to new rows.
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59efed77065d2507c2d1805c3c7cc921031b09a174ed05a8c1a1c9a4ce710bceeaabb15e6da0e0eaa666ac5a9a1abf17bd8?inline=true)
- Click OK to display the data in Excel.
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59ed75c533d496c86657eede307cf6fe5da75a82d632cecfd3a154a4fac6f44681b854d880ba8b19b83bae40c424c536287?inline=true)
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