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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11 Responses to “Fix Incorrect Percentages with this Paste-Special Trick”

  1. Martin says:

    I've just taught yesterday to a colleague of mine how to convert amounts in local currency into another by pasting special the ROE.

    great thing to know !!!

  2. Tony Rose says:

    Chandoo - this is such a great trick and helps save time. If you don't use this shortcut, you have to take can create a formula where =(ref cell /100), copy that all the way down, covert it to a percentage and then copy/paste values to the original column. This does it all much faster. Nice job!

  3. Jody Gates says:

    I was just asking peers yesterday if anyone know if an easy way to do this, I've been editing each cell and adding a % manually vs setting the cell to Percentage for months and just finally reached my wits end. What perfect timing! Thanks, great tip!

  4. Jon S says:

    If it's just appearance you care about, another alternative is to use this custom number format:
    0"%"

    By adding the percent sign in quotes, it gets treated as text and won't do what you warned about here: "You can not just format the cells to % format either, excel shows 23 as 2300% then."

    • Steven Peters says:

      Dear Jon S. You are the reason I love the internet. 3 year old comments making my life easier.

      Thank you.

  5. Jon Peltier says:

    Here is a quicker protocol.

    Enter 10000% into the extra cell, copy this cell, select the range you need to convert to percentages, and use paste special > divide. Since the Paste > All option is selected, it not only divides by 10000% (i.e. 100), it also applies the % format to the cells being pasted on.

  6. Chandoo says:

    @Martin: That is another very good use of Divide / Multiply operations.

    @Tony, @Jody: Thank you 🙂

    @Jon S: Good one...

    @Jon... now why didnt I think of that.. Excellent

  7. sajith says:

    Thank You so much. it is really helped me.

  8. Winnie says:

    Big help...Thanks

  9. Chris Fry says:

    Thanks. That really saved me a lot of time!

  10. Texas says:

    Is Show Formulas is turned on in the Formula Ribbon, it will stay in decimal form until that is turned off. Drove me batty for an hour until I just figured it out.

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