Consolidate Data in excel

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Excel Consolidate Data (Table of Contents)

Consolidate Excel Data
How to Consolidate Data in Excel?

What is Consolidate Data in Excel?

If you are not aware of the Consolidate tool in excel this article will help you to understand the dynamics of the Consolidate tool in excel.

In common when we receive data from different people we get many worksheets to deal with. Consolidating everything is a herculean task especially for intermediate levelers. In my early part of a career, I got data from a broad range of sources.

For example, I was used to get sales data from 4 different zones from zonal heads. Four different zones include 4 different worksheets. At the end of the data, I was required to collate everything to one worksheet and create a database for analysis purpose. I was doing it manually the traditional way of copy & paste.

But I have spent some time learning new things and consolidate tool is one of them and it has helped me a lot to collate the data with minimal efforts.

Let us look at how this Consolidate Data Tool in Excel is used?

How to Consolidate Data in Excel?

Below is the example of Consolidate data in Excel.

You can download this Consolidate Data Excel Template here – Consolidate Data Excel Template

I have sales data from four different regions in four different worksheets.

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Each contains the same format and the same number of rows and columns. I need to consolidate all the sheet to single sheet named Summary.

I have created the same template as it is in the other 4 sheets.

After creating the above template in the sheet Summary, select the cell B2 where we want to consolidate all the 4 different regions.

Now go to Data > Consolidate

Once you have selected Consolidate option you will see the below window.

This is the window we need to do the magic. Firstly, we see the Function drop-down the list from this drop-down list we need to select our type of consolidation. Here we need to select SUM function because we are consolidating all the zone’s sales data and creating a summary report. So select SUM under this option.

Next step is to give reference to all the 4 different region’s sheet. Click on the reference box and go to the first sheet of all the zone’s sheet i.e. South. After selecting the range click Add button.

After Clicking on Add button it adds the references to all cell references.

Similarly, create an excel link for all the other regions sheets. Finally, it will look like this.

Now click on the OK button, your consolidated data is ready without any errors at all.

Now we have created a summary report this is not a dynamic report because we have not created a link to the other tables. If there are any changes tables remains the same and our report goes wrong in this case. We need to link the table to the other sheets to make the report dynamic.

In the consolidate dialogue box select the check the box Create links to source data. Click on OK.

Then it completes the process.

Now it has created SUM function. There is a plus (+) icon on the right-hand side of the spreadsheet, click on the plus (+) icon to see the breakup.

Other Options in Consolidate

Function: This is the list of all the available function in Consolidate tool. You can use SUM, AVERAGE, COUNT, MAX, MIN function, etc
Reference: This is where we need to select the ranges of different sheets to consolidate the data to a single sheet.
Browse: This is the beauty of the consolidate option. Not only it consolidates from the same workbook but it can fetch the data from other workbooks as well.
Add & Delete: This where we can add and delete all the references.
Top Row: Use the top row as row headings
Left Column: Use the left-hand side of the data as the column headings.
Create Links to Source Data: This will make the report dynamic. Consolidate option create the formula for all the other sheets to make the report real dynamic.

VBA Code to Combine Different Workbook Data in Excel

Copy and paste the below VBA code to combine data from different opened workbooks.

Sub Collate_Data()

'This code will collate data from different Workbooks and different Worksheets

Dim WB As Workbook

Dim Ws As Worksheet

Dim i As Long

i = 1

For Each WB In Workbooks

WB.Activate

If WB.Name <> "Main Sheet.xlsm" Then

For Each Ws In Worksheets

Ws.Select

Cells.Select

Selection.Copy

ThisWorkbook.Activate 'Thisworkbook refers to Main Data WB

Sheets.Add Before:=ActiveSheet

Range("A1").Select

ActiveCell.PasteSpecial xlPasteValues

ActiveSheet.Name = Ws.Name 'this will rename the sheet as the original sheet name i.e copied sheet name

i = i + 1

WB.Activate

Next Ws

End If

WB.Save

'WB.Close

Next WB

ThisWorkbook.Activate

End Sub

Things to Remember About Consolidate Data in Excel

VBA code can consolidate the data from all the opened workbooks only to different worksheets, not to the single sheet.
Under consolidate, option ranges of all the worksheet should be same across worksheets.
We can use any kind of functions in consolidate option.

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