How do you consolidate data from multiple sheets in to one? [open thread]

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Long time PHD reader and mother of a lovely kid, Michelle, sent me a question in email that provoked me to write this post,

I was wondering how to tabulate large amount of information gathered through surveys. Where I work customers are constantly handed survey sheets in order for us to measure how the service -among other things- is being perceived. Now, to put all that info into a spreadsheet (plus charts) can be really tedious.

So far I manage to get the job done by assigning 1 to 4 values were 1 sucks and 4 is great and so there I go column after column (each column is one individual survey) filling my 1 to 4’s answers. I know there’s an easy version with VBA; problem is that I am a total ignorant in that area. Any suggestions?

How to Consolidate Data from Multiple Excel Sheets (or files) in to one?

Few ideas that would make consolidation easy:

  • Make sure all the source files are in the same format: make a template that your colleagues can use to input the data every month. This way you can use 3D references to summarize the data.
  • Create a user form so that your audience can enter information in that instead of directly entering it in spreadsheet.
  • Find out if the survey or other type data collection can be fed to a database. This way, every month we can import the data using data connections.
  • If we actually end up with sheets with different data formats, spend sometime and study the anomalies. Then you can develop a small macro or find-replace routine that would clean the data. [related: clean data using excel]
  • Try to save the files as CSV and open them in a regular expression capable editor like Notepad++. Now match and clean up data.
  • All else fails, get a strong cup of coffee, put on some music, roll your sleeves and start alt+tabbing.

But more than these ideas, I am interested to know how YOU solve this problem.

I think this is a very common problem. Since I have very little experience in the area of consolidating data from multiple sheets in to one, I couldn’t give her any real advise. So now I am turning to you.

  • Do you use any add-ins or macros to consolidate data? What is your experience like, what would you recommend?
  • What shortcuts, ideas and cool things you use when working on data from multiple sheets?
  • How do you usually clean / normalize the data?

Please discuss.

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14 Responses to “Group Smaller Slices in Pie Charts to Improve Readability”

  1. jerome says:

    I think the virtue of pie charts is precisely that they are difficult to decode. In many contexts, you have to release information but you don't want the relationship between values to jump at your reader. That's when pie charts are most useful.

  2. Martin says:

    Chandoo,

    millions of ants cannot be mistaken.....There should be a reason why everybody continues using Pie charts, despite what gurus like you or Jon and others say.

    one reason could be because we are just used to, so that's what we need to change, the "comfort zone"...

    i absolutely agree, since I've been "converted", I just find out that bar charts are clearer, and nicer to the view...

    Regards,

    Martin

  3. [...] says we can Group Smaller Slices in Pie Charts to Improve Readability. Such a pie has too many labels to fit into a tight space, so you need ro move the labels around [...]

  4. Jon Peltier says:

    Chandoo -
     
    You ask "Can I use an alternative to pie chart?"
     
    I answer in You Say “Pie”, I Say “Bar”.

  5. Karl says:

    This visualization was created because it was easy to print before computers. In this day and age, it should not exist.

  6. DMurphy says:

    I think the 100% Bar Chart is just as useless/unreadable as Pies - we should rename them something like Mama's Strudel Charts - how big a slice would you like, Dear?
    My money's with Jon on this topic.

  7. Mark says:

    The primary function of any pie chart with more than 2 or 3 data points is to obfuscate. But maybe that is the main purpose, as @Jerome suggests...

  8. Chandoo says:

    @Jerome.. Good point. Also sometimes, there is just no relationship at all.

    @Martin... Organized religion is finding it tough to get converts even after 2000+ years of struggle. Jon, Stephen, countless others (and me) are a small army, it would take atleast 5000 more years before pie charts vanish... patience and good to have you here 🙂

    @Jon .. very well done sir, very well done.

    good points every one...

  9. Tim Wilson says:

    I've got to throw my vote into Jon's camp (which is also Stephen Few's camp) -- bars just tend to work better. One observation about when we say "what people are used to." There are two distinct groups here (depending on the situation, a person can fall in either one): the person who *creates* the chart and the person who *consumes* the chart. Granted, the consumers are "used to" pie charts. But, it's not like a bar chart is something they would struggle to understand or that would require explanation (like sparklines and bullet graphs). Chart consumers are "used to" consuming whatever is put in front of them. Chart creators, on the other hand, may be "used to" creating pie charts, but that isn't an excuse for them to continue to do so -- many people are used to driving without a seatbelt, leaving lights on in their house needlessly, and forwarding not-all-that-funny anecdotes via email. That doesn't mean the practice shouldn't be discouraged!

  10. [...] example that Chandoo used recently is counting uses of words. Clearly, there are other meanings of “bar” (take bar mitzvah or bar none, for [...]

  11. Good article. Is it possible to do that with line charts?

  12. Michaela says:

    Hi,

    Is this available in excel 2013?

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