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 Analysis Tool Pack

  The  Analysis ToolPak  is an  Excel add-in  program that provides data analysis tools for financial, statistical and engineering data analysis. To load the Analysis ToolPak add-in, execute the following steps. 1. On the File tab, click Options. 2. Under Add-ins, select Analysis ToolPak and click on the Go button. 3. Check Analysis ToolPak and click on OK. 4. On the Data tab, in the Analysis group, you can now click on  Data Analysis . The following dialog box below appears. 5. For example, select Histogram and click OK to create a Histogram in Excel. Example Rank and Percentile The Rank and Percentile contained within the Analysis-ToolPak can be quickly used to find the rank of all the values in a list. The advantage of using the Rank and Percentile feature is that the percentile is also added to the output table. The percentile is a percentage that indicates the proportion of the list which is below a given number. Highlight the list (or the cells) which...
Post a Comment
Read more

Sum a cell through several Worksheets

You have 12 identical worksheets, one for each month. You would like to summarize each worksheet. Is there a better way than using =Jan ! B4 + Feb! B4+Mar! B4+Apr! B4…? Solution:  You can use a 3-D formula such as  =SUM(Jan:Dec!B4) , as shown in  Figure 41 . Figure 41. A 3-D formula adds up all instances of B4 on the 12 sheets from Jan through Dec. Late-breaking Tip : To add up cell B4 on all the worksheets with Sales in the sheet name, type  =SUM(‘*Sales’!B4)  and press Enter. If the first or last worksheet contains a space in the name, you have to use apostrophes around the pair of worksheet names:  =SUM(‘Jan 2009: Dec 2009’!B4) . You can easily copy this formula to other cells on the summary worksheet.  Gotcha:  Do not drag the summary worksheet to appear after the Jan worksheet, or you will set up a circular reference. Additional Details:  It is possible to set up a named range that refers to a 3-D range. Here is an interesting way to set...
Post a Comment
Read more

CAGR Dax Measure

CAGR stands for  C ompound  A nnual  G rowth  R ate.  It describes the rate at which an investment would have grown over several years if it had grown at the same rate every year on a compounding, rather than simple, basis.   The CAGR metric is calculated using the following formula: If we were to fit this entire formula into a single measure it may get messy and confusing for other users, so let’s step it out. We will need to create several measures to calculate the individual pieces the CAGR formula.  Of course, this is not the only way to calculate CAGR in Power Pivot, but this is the way we’ve decided to go about it.  So, let’s break it down, we will need the following measures to calculate CAGR: A measure to retrieve the First Year in the data set A measure to retrieve the Last Year in the data set A measure to calculate the Number of Years between the First and Last Years in the data set A measure to aggregate the total sales in the data set...
Post a Comment
Read more