Full transcript
- Using Copy & Paste
0:00in Excel you often need to combine
0:02multiple Excel sheets into one for
0:04example you might have monthly sales
0:07tabs that you need to combine into one
0:09larger Master tab or you might have
0:12multiple Excel files in one folder that
0:15you need to consolidate into one large
0:18Excel file yet 90% of excel users don't
0:22know how to do this the right way that's
0:24why in this video I'm going to show you
0:26a simple automated solution to solve
0:29this problem
0:30and save you hours of tedious work first
0:34up let's suppose we have this Excel file
0:36which you can download for free right
0:38below the video and as you can see we
0:40have three different tabs for the
0:42monthly sales in January February and
0:44March and we want to consolidate these
0:47into a total over here one way to do
0:50this is simply by taking the data and
0:52just control shift down control shift
0:55right so we would select each month copy
0:58and then paste it in here same thing for
1:00all of the other tabs the problem with
1:03this method is that it's not Dynamic if
1:05something changes in the original data
1:07here it's not going to update in the
1:09totals and if we have new tabs they're
1:12also not going to be accounted for so
1:14it's not a very good method another way
- Using the VSTACK formula
1:16to do this is using the V stock formula
1:19so equals V stock hit the top key there
1:23and what this one allows you to do is
1:25stock multiple tables so let's go over
1:27to January here we're just going to hit
1:30the shift key all the way to March you
1:32can see we have the three tabs selected
1:34and if they have the same length we can
1:36just control shift down control shift
1:39right on that first one and you can see
1:41that we've selected from January to
1:43March for this range from 82 to
1:47F32 we'll close the parenthesis and hit
1:50enter there so here under totals we have
1:53the fully Consolidated sheet with 94
1:56rows which is basically the sum of these
1:59three the problem with this is that when
2:01we add new data to March for example at
2:03the very bottom it's not going to
2:05account for it so let me just put amount
2:07here just for it to test you'll notice
2:10that we don't actually find it doesn't
2:11grow in values here so the V stock
2:14doesn't quite work either same thing
2:16goes if we add new tabs they're not
2:18going to be accounted for as you can see
2:21even though the copy paste and the V Stu
2:24can sometimes work they're not ideal
2:26Solutions so let's go over power query
2:29which is what we would use to automate
- Combining Multiple Excel Sheets
2:31this entirely so to consolidate this
2:34Excel file with these tabs and any
2:37future tabs as well we're going to open
2:39up a new Excel file with
2:41crln once we have that we want to go
2:44over to data under get data here from
2:49file we're going to want from an Excel
2:52workbook which is going to be the
2:54original workbook that we're working
2:56with with all of our data in my case
2:59it's called monthly sales it might be
3:01called something else for you just going
3:03to hit on import there and power query
3:06should now pop up as you can see it over
3:08here we have the three different tabs
3:10for each month and we can just select on
3:13one and just click on transform data so
3:16here we're in the power query editor but
3:19we're only working with January so we
3:21actually under appli steps over here we
3:24want to go back to the source which is
3:26going to be the beginning so let's X
3:28those and one once we're at the source
3:30we can see that we have the three
3:32different tabs over here that's what we
3:34want to work with we don't really need
3:36any of these columns over here to the
3:39side so let's go ahead and select them
3:41right click and click on remove
3:45columns great now we just want to expand
3:48all of the data here by clicking on that
3:51and hitting on okay here you can see all
3:54of our data you'll notice though that we
3:57have for each of the new sheets there's
4:00going to be the whole header row again
4:02and same thing down on the bottom so
4:04let's first just add the header row to
4:06the top part and for this we can simply
4:09go over to F use first row as headers
4:13just click on that and we can rename
4:15this one over here to the month hit
4:18enter there and you'll still notice that
4:21we have these rows that we don't quite
4:22want so we can just filter those out by
4:25going to this drop down over here and
4:28whenever it says brand we don't want
4:30that and hit on okay there you can see
4:33all of our steps are being applied to
4:35the side and we no longer have the
4:38header row anywhere in our data set now
4:41we can just click on close and load
4:44awesome now if we click on this drop
4:47down you can see that it's merged
4:48January February and March into one
4:51single table from here let's suppose
4:54that the April data comes in let's see
4:57if it's able to account for that so
4:59let's go over here to our original Excel
5:02file let me just go ahead and add a new
5:05tab just by duplicating this and calling
5:07this April just to see if it's able to
5:10account for it we're going to hit contrl
5:12s to save it and then we'll go back to
5:16our new data set over here under the
5:19queries and connections right click and
5:22just hit on refresh which you should
5:24find over here we had 91 rows and now we
5:28have 122 to that's because if we scroll
5:31down we have all of the April data now
5:34as well great now we've learned how to
5:37consolidate multiple Excel sheets and
5:40the next step is to consolidate entire
5:42Excel files into one large one before we
5:46do that though now that we've learned
5:48how to manipulate data the next step for
5:50us would be to visualize it and that's
5:53where powerbi comes in which you can
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6:54right back to the video at this point
6:56you might think this is all great but
- Combining Multiple Excel Files
6:58you actually receive receive all of your
7:00Excel data in different files like this
7:03over here where you have one for each
7:05month and you just want to merg it into
7:08one Consolidated Master file in this
7:11type of scenario the solution is
7:12actually fairly similar so we would just
7:15go over to a new Excel sheet under data
7:18again get data and under from file
7:22before we did from an Excel workbook but
7:25we now want from a folder go ahead and
7:28find the folder where it's located in my
7:31case it's over here just going to click
7:33on open there what it's going to do is
7:35it's going to find the three different
7:37Excel sheets that there are in it and we
7:40can simply combine them in this case I'm
7:42just going to hit on combine and load as
7:44I don't want to make any changes to them
7:47I'm going to select the data and I'm
7:49just going to hit on okay give it a few
7:52seconds and you'll be able to see all of
7:55the data merged over here you can see
7:57under Source name we have have all three
8:00Excel files included now if we were to
8:03add a fourth Excel file to this folder
8:06just going of duplicate it over here let
8:08me call this something like April as
8:10long as all of these headers are the
8:12same now if I just click on refresh up
8:15over here I should get the April Excel
8:18file as well so you can see that we now
8:20have the April 24 Excel sheet included
8:23in here as well awesome this new trick
8:26is hopefully going to save you hours of
8:28time when working with data now that
8:31you've learned how to manipulate it the
8:33next step is to visualize it which you
8:36can learn how to do with this video over
8:38here to make an interactive dashboard or
8:41by taking our Excel course over here hit
8:44the like and that subscribe and I'll
8:45catch you in the next one