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Consolidate in Excel

Home » Excel » Excel Tips » Consolidate in Excel

By Tejswini Bhosale Leave a Comment

consolidate-in-excel

Consolidate function in excel is an inbuilt function in excel which is used to consolidate data from different workbooks which are opened at the same time, this function is present in the data tab, what this function does it that it allows us to select multiple data from different workbooks and consolidate data in a final workbook.

Excel Consolidate Function

When we get the data from more than one source it is important to collate the data into the single worksheet to do analysis. Data could be in different worksheets from the same workbook or from the different workbooks as well. Getting the data together is the key here. In excel we can use the “Consolidate” feature to collate the data of multiple worksheets into one. In today’s article, we will take you through this tool in excel.

How to Use Consolidate in Excel?

Below are the examples to use the consolidate function in excel.

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

Example #1: Consolidate Multiple Worksheets into One

Before I explain to you about consolidating function in excel, I would want you to download the workbook from the above link to practice along with me to learn this feature.

Assume you have received data from three worksheets in the same workbook as shown in the below picture.

consolidate function example 1.1

consolidate function example 1.2

consolidate function example 1.3

We have sale data of four zones in three different sheets.

Now we need to collate this data into a single worksheet, for this in a separate sheet I have created a template named Consolidate Sheet.

consolidate function example 1.4

Step 1: Select the cell B2 in the “Consolidate Sheet”.

consolidate function example 1.5

Step 2: Go to Data ribbon and click on Consolidate.

consolidate example 1.6

Step 3: As soon as we click on “Consolidate” we will get below Consolidate window.

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consolidate example 1.7

In the above window first item to see is the Function drop-down list. In this drop-down list, we can select any function to consolidate the data in excel.

Based on the type of consolidation we need to do, we need to select the desired function. In this example, I want to create a summary of total sales of three different worksheets. So I will select the SUM function which is the default.

consolidate example 1.8

Next, we need to add the reference of each worksheet sale number cells. Click on the reference box and select the sales number in the worksheet “File 1”.

consolidate example 1.9

Once the reference is selected click on ADD. It will add your selected references to all references.

consolidate example 1.10

Now by placing a cursor back to reference go to second worksheet i.e. “File 2”.

consolidate example 1.11

It will automatically select the range of cells as we selected in the previous worksheet. Now again click on Add to add the reference.

consolidate example 1.12

Now finally repeat the same step for File 3 worksheet.

consolidate example 1.13

Ok, we are done with the reference process. Click on OK to get the consolidated summary in “Consolidate Sheet”.

consolidate gif

Wow is the word to describe isn’t it??

How cool it is if we get the breakup of all the numbers along with the total. Yes, I know this what you need now. Let’s create that as well.

Example #2: Dynamic Consolidate With Links to Source Data

How cool it is if we can create a link to the source so that whenever we make some changes in the source sheet it should reflect in the summary sheet instantly.

Below is the example screenshot of the same.

example 2.3

As we can some rows are grouped together which can be expanded by clicking on PLUS button. So, Zone “E” has three different worksheet numbers and in cell B5 we have a summary of all the three worksheet numbers.

To create think link while giving reference we need to check the box of “Create Link to Source Data”.

example 2.1

This will create a link to the sourced data cells. Now we can see this in the cell references.

example 2.2

Excel Consolidate – Example #3

Consolidate Data to Blank Worksheet

In the above example we have created a template in the worksheet “Consolidate Sheet” and then we have consolidated the data. We can also consolidate without creating the template as well.

For this, first add a blank sheet then follow the same procedure as above but while giving references we need to select the entire data range.

Select the complete data range instead of only numbers column.

example 3.1

Repeat the same action for all the three worksheets.

example 3.2

Once the reference is given we need to click on the checkboxes of “Top Row”, “Left Column” to create labels.

example 3.3

Once this is given click on OK, to the blank worksheet it will create a consolidate summary like the below one.

example 3.4

Like this, we can use excel Consolidate function to consolidate the data from different worksheets.

Recommended Articles

This has been a guide to Consolidate in Excel. Here we discuss how to use consolidate function in excel to consolidate data from different worksheets along with examples & explanations. You can learn more about excel from the following articles –

  • Creating Excel Dot Plots
  • Types of Wildcard in Excel
  • Turn On/Off Scroll Lock in Excel
  • Free Excel Course Online
  • ISNUMBER Function in Excel
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