Skip to main content

Consolidate Data with Excel built in feature


There are two  consolidation tools in Excel.

 You have three data sets. Each has names down the left side and months across the top. Notice that the names are different, and each data set has a different number of months.

This is the first of three data sets to be consolidated. Names appear in A2:A7. Columns across the top are the months Jan, Feb, and Mar.

Data set 2 has five months instead of 3 across the top. Some people are missing and others are added.

Some names in column A are the same as the previous image, but some are new. There are now five months across the top: Apr, May, Jun, Jul, and Aug.

Data set 3 has four months across the top and a few new names.

The final data set has months Sep, Oct, Nov, Dec. Again, names in column A. Some are repeated and some are new.

The Consolidate command will join data from all three worksheets in to one worksheet.


You want to combine these into a single data set.

The first tool is the Consolidate command on the Data tab. Choose a blank section of the workbook before starting the command. Use the RefEdit button to point to each of your data sets and then click Add. In the lower left, choose Top Row and Left Column.

In the Consolidate dialog box, use the RefEdit button to point to the data on each of the three worksheets. In the lower left corner, make sure to choose Use Labels In: Top Row, Left Column.
This worksheet shows the result of the Consolidation. Names from all three lists appear in A2:A12. Across the top, all 12 months from Jan through Dec appear. Numbers populate the center of the grid. Several cells that should be numeric in the middle are empty instead of 0.

In the above figure, notice three annoyances: Cell A1 is always left blank, the data in A is not sorted, and if a person was missing from a data set, then cells are left empty instead of being filled with 0.

Filling in cell A1 is easy enough. Sorting by name involves using Flash Fill to get the last name in column N. Here is how to fill blank cells with 0:

  1. Select all of the cells that should have numbers: B2:M11.
  2. Press Ctrl+H to display Find & Replace.
  3. Leave the Find What box empty, and type a zero in the Replace With: box.
  4. Click Replace All.

The result: a nicely formatted summary report, as shown below.

Fill in the blanks with zero. Apply a table style.

The other ancient tool is the Multiple Consolidation Range pivot table. Follow these steps to use it:

1. Press Alt+D, P to invoke the Excel 2003 Pivot Table and Pivot Chart Wizard.

2. Choose Multiple Consolidation Ranges in step 1 of the wizard. Click Next.

Press Alt+D P to open the legacy PivotTable and PivotChart Wizard. In Step 1 of 3, choose Multiple Consolidation Ranges.

3. Choose I Will Create the Page Fields in step 2a of the wizard. Click Next.

4. In Step 2b of the wizard, use the RefEdit button to point to each table. Click Add after each.

In the PivotTable wizard Step 2b of 3, specify all three ranges. Specify 0 page fields.

5. Click Finish to create the pivot table, as shown below.

The pivot table has names down the side and months across the top. It is very similar to the Consolidation report, but is refreshable.
Labels:

Comments

Post a Comment

Popular posts from this blog

Data Cleaning Functions in Excel

  The CLEAN function Using the CLEAN function removes nonprintable characters text. For example, if the text labels shown in a column are using crazy nonprintable characters that end up showing as solid blocks or goofy symbols, you can use the CLEAN function to clean up this text. The cleaned‐up text can be stored in another column. You can then work with the cleaned text column. The CLEAN function uses the following syntax: CLEAN(text) The text argument is the text string or a reference to the cell holding the text string that you want to clean. For example, to clean the text stored in Cell A1, use the following syntax: CLEAN(A1) The CONCATENATE function The CONCATENATE function combines, or joins, chunks of text into a single text string. The CONCATENATE function uses the following syntax: CONCATENATE(text1,text2,text3,...) The text1, text2, text3, and so on arguments are the chunks of text that you want to combine into a single string. For example, if the city, state, and ZIP co...
Post a Comment
Read more

Import CSV In Power BI

  Import CSV file Click on Get Data à More à File option and select Text/CSV . Navigate to the CSV file which needs to be imported FL_insurance_sample.csv . Select the file and click on Open. FL_insurance_sampleDownload In the CSV window on top we have 3 dropdowns, preview of data and data load options.  Select Load and it will load to power query editor window. In the Power query editor the CSV file is loaded as a Queries . In power query editor we can edit, clean and transform the file as required. 3 Dropdowns and Data Load File Origin – Type of file origin. By default its 1252 Wester European (Windows). It’s the file type as per OS and region and country. Delimiter – Delimiter for column separation. By default it detects the delimiter from data , If the delimiter is not from the default options then we can select custom delimiter. Data Type Detection – By default it detects data types of columns based on top 200 rows, we can select entire data or do not detect data type ...
Post a Comment
Read more

Formatting In Excel - helps you find meaning in the spreadsheet

  Formatting In Excel -  helps you find meaning in the spreadsheet  Spreadsheets are often seen as boring and pure tools of utility, but that doesn't mean that we can't bring some style and formatting to our spreadsheets Formatting helps your user find meaning in the spreadsheet without going through each and every individual cell. Cells with formatting will draw the viewer's attention to the important cells. In Excel, formatting worksheet data is easy. You can use several fast and simple ways to create professional-looking worksheets that display your data effectively. For example, you can use document themes for a uniform look throughout all of your Excel spreadsheets, styles to apply predefined formats, and other manual formatting features to highlight important data. Formatting a Data Raw Data   Using Font, Number tabs as shown in image to do a simple formatting   Formatting a Data with help of formatting tools in Excel  As shown in image , we have Prod...
Post a Comment
Read more