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.

Start

Data 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

  1. Three channel reports, one quarter total

    from Anthony Ramos, Financial Analyst

    consolidate, consolidate by position, 3d references, sum

    Code Difficulty 2 of 5 Not started

  2. Two exports, two sort orders

    from Brandon Coleman, Account Executive

    consolidate, consolidate by label, sumif, absolute references

    Code Difficulty 3 of 5 Not started

  3. One master table, totals per product and channel

    from Rachel Ramirez, Merchandise Planner

    master table, consolidate, sumifs, mixed references

    Code Difficulty 3 of 5 Not started

  4. A PivotTable over three monthly exports

    from Mei Morgan, Buyer

    pivot tables, consolidate, data model, master table

    Code Difficulty 3 of 5 Not started

  5. Consolidate, PivotTable or master table?

    from Anna Chen, Sales Manager

    consolidate, pivot tables, data model, master table

    Quiz Difficulty 3 of 5 Not started

  6. Boss: compare February's price list with today's catalog

    from Thomas Whitaker, Head of Merchandising

    compare lists, countif, xlookup, master table, consolidate

    Boss · 4 steps Difficulty 4 of 5 Not started

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