Chapter 10 · 6 levels
Consolidating data
Combine numbers from several exports into one: add same-shaped blocks cell by cell, match rows by label with SUMIF, stack sources into a master table, pivot it, and compare two lists.
StartData rarely arrives in one piece. The web shop, the app and the marketplace each send their own export. Finance keeps one sheet per month. The buyer has last quarter’s price list and today’s catalog. Sooner or later someone asks for one number, or one table, built from all of them.
This chapter covers the three ways Excel offers to do that, and when each one fits. Consolidate
by position adds blocks that share the same layout, cell by cell. Consolidate by label matches
rows by their product id or category first, so the order of the rows stops mattering. A master
table stacks every source into one list with a column saying where each row came from, and then
SUMIFS or a PivotTable summarises it any way you like. The boss level compares two versions of
the same list: what is new, what is gone, and what changed.
In Excel the sources usually sit on separate sheets, one per channel or month. The practice sheet here is a single worksheet, so the blocks sit one under another instead. The formulas are the same ones you would write across sheets, and each lesson shows the multi-sheet version too.
Levels
- Three channel reports, one quarter total
from Anthony Ramos, Financial Analyst
consolidate, consolidate by position, 3d references, sum
- Two exports, two sort orders
from Brandon Coleman, Account Executive
consolidate, consolidate by label, sumif, absolute references
- One master table, totals per product and channel
from Rachel Ramirez, Merchandise Planner
master table, consolidate, sumifs, mixed references
- A PivotTable over three monthly exports
from Mei Morgan, Buyer
pivot tables, consolidate, data model, master table
- Consolidate, PivotTable or master table?
from Anna Chen, Sales Manager
consolidate, pivot tables, data model, master table
- Boss: compare February's price list with today's catalog
from Thomas Whitaker, Head of Merchandising
compare lists, countif, xlookup, master table, consolidate