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Consolidating data from multiple workbooks into a summary workbook in excel


By using our site, you acknowledge that you have read and understand our Cookie PolicyPrivacy Policyand our Terms of Service. In retrospect, this is an issue of data-collection, but I want to see if there is an easy way to do it without doing each file.

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I have about separate Excel workbooks. Each workbook has a bit of information pertaining to one individual. What I want to do is create a simply spreadsheet of everyone with the necessary data, so it is then usable. To give you an idea. A1 lists "Name" with B1 having the person's name.

Merging Data From Multiple Workbooks...

What I Consolidating data from multiple workbooks into a summary workbook in excel to do, if possible, is have a master spreadsheet with columns of name, last 4 ssn, and then years for each of the pieces of data. I would use the Power Query Add-In for this. You can start a Query from an Excel table. If you spreadsheets are in separate files it has a great function to import all the files in a Windows Folder in a single step and append all their data together assuming the file columns are consistent.

If they are multiple sheets in a single file then you will need multiple Queries, which you can combine together using the Append command. There is also an Unpivot command to transform data stored in multiple columns into multiple rows - maybe that would solve your multi-Year challenge.

You can merge the data from all the workbooks in a folder by using VBA. If you are familiar with VBA, you can add the following code to a workbook and run it. It will create a new workbook with all the data combined from the files in the folder you designate in the FolderPath. As a safeguard, it would be a good idea to make a copy of all files into a separate folder while you run this code.

Read the notes carefully to modify the areas specific to your needs. Here is the source of this code if you need to refer to it - Merging Data from Multiple Workbooks into a Summary Workbook in Excel By clicking "Post Your Answer", you acknowledge that you have read our updated terms of serviceprivacy policy and cookie policyand that your continued use of the website is subject to these policies.

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