This is a guest post by Vijay, our in-house VBA Expert.
Last week, we learned how to use SQL and query data inside Excel. This week, lets talk about how we can use VBA to consolidate multiple data sheets from different workbooks into one single worksheet.
Consolidate Data Demo
First, lets take a look at the consolidate data VBA code.
Consolidating Data from different Excel files – the setup
There is one master file (or sheet) which needs to be consolidated by pulling data from multiple source files containing raw data (having the same data structure).
Lets try to make a generic consolidation macro so that we can use this almost anywhere.
We start of by creating a simple table on our sheet, we will call this List.
- On this table essentially we are defining everything that our VBA code needs to know to copy and paste data.
- We start by telling the name of the Excel workbook and then the complete path (location) of the file.
- In the next 2 cells we define what are the starting cell and the ending cell that contains our data.
- Next we are put the name of the worksheet where the data will be pasted. In our example the sheet remains the same however as per your requirements you may put a different sheet name.
- The last option is to specify where to paste the copied data and we only need to tell the start cell address, the code will automatically select the next empty cell in that column and then paste the data from that point onwards.
Let’s understand the code.
Dim strWhereToCopy As String, strStartCellColName As String
Dim strListSheet As StringstrListSheet = “List”
On Error GoTo ErrH
Sheets(strListSheet).Select
Range(“B2”).Select
‘this is the main loop, we will open the files one by one and copy their data into the masterdata sheet
Set currentWB = ActiveWorkbook
Do While ActiveCell.Value <> “”
strFileName = ActiveCell.Offset(0, 1) & ActiveCell.Value
strCopyRange = ActiveCell.Offset(0, 2) & “:” & ActiveCell.Offset(0, 3)
strWhereToCopy = ActiveCell.Offset(0, 4).Value
strStartCellColName = Mid(ActiveCell.Offset(0, 5), 2, 1)
Application.Workbooks.Open strFileName, UpdateLinks:=False, ReadOnly:=True
Set dataWB = ActiveWorkbook
Range(strCopyRange).Select
Selection.Copy
currentWB.Activate
Sheets(strWhereToCopy).Select
lastRow = LastRowInOneColumn(strStartCellColName)
Cells(lastRow + 1, 1).Select
Selection.PasteSpecial xlPasteValues, xlPasteSpecialOperationNone
Application.CutCopyMode = False
dataWB.Close False
Sheets(strListSheet).Select
ActiveCell.Offset(1, 0).Select
Loop
Exit Sub
ErrH:
MsgBox “It seems some file was missing. The data copy operation is not complete.”
Exit Sub
End Sub
We have used the Workbook object to accomplish this task and also the Error handler to trap any errors that may come in case any file is missing.
The current code will display a message box when it is not able to open any file and will stop.
We start by assigning the workbook where we want to consolidate the date to the variable currentWB by using the statement:
Set currentWB = ActiveWorkbook
After this a looping construct has been used to go through all the inputs provided one by one and open the workbooks, it has been assumed these workbooks to contain on the data that we need to copy hence I did not specify the source sheet name, however this can be easily added to this code to add more functionality.
Inside our loop are the 4 variables which are assigned the
1) File name,
2) Copy Range,
3) Where To Copy and
4) Which Column contains the starting cell to paste data.
We open the data workbook by using the Application.Workbooks.Open method.
Once we have our first data workbook open, we assign this to the dataWB variable so that we can easily switch between the two workbooks and close them when the operation has been completed.
Next we select the data that has been assigned to the copy range and copy to the clipboard.
We then switch back to our main workbook and select the sheet where we want to paste the data, I have assigned this to the variable called “strWhereToCopy”. This allows us to paste data onto separate sheets within the same workbook.
I have also made use of UDF (user defined function) to find the last cell in the column that we specify.
Once we have found the last row we then select the next empty cell below that and paste our data then.
Additional things that may be used to enhance this code
1. Since we are using the same instance of Excel we may allow the user to preserve the format of the data being pasted.
2. Allow the user with the option to clear data before new is pasted.
Download Consolidate Data from different files Demo file
Click here to download the workbook.
Please Note: You would need to create the data files on your system, this download only contains the code template to consolidate.
More on VBA & Macros
If you are new to VBA, Excel macros, go thru these links to learn more.
- More Examples on Consolidation
- What is VBA & Macros? Introduction
- Excel VBA Example Macros
- VBA tutorial videos
Join our VBA Classes
If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.
27 Responses to “9 Box grid for talent mapping – HR for Excel – Template & Explanation”
Great stuff! I can understand how to add a slicer to the pivot table, but how do you implement the departmental selector on the 'Filter' formula scheme?
Just saw this on your Youtube channel, and it’s areat idea...!
An easy way to overcome the "ugliness" of pivot tables and get it to look nice (in the format of the Output sheet), would be to simply build a sheet with the nice map at the top, a pivot underneath it and a slicer next to formatted map and then reference each of the 9 cells in the formatted map to the “related” cell in the Pivot.
Keep up the good work!
/Claus
Thanks Claus. That is a great idea 🙂
Hi Chandoo,
This is great! Curious how to make additional columns operate the same as the Department column (ex. have a "manager column") that would allow you to sort a 9 box by manager, area, or team in addition to department?
Feel free to email me if needed! mfry01@minnetronixmedical.com
Happy New Year
Madison Fry
I am curious about the smae thing. I would like to populate the 9 box with other views as well by adding additional columns. IE., I would like to add location, region, etc. Thank you.
This is great, thank you!
How can i see the whole data set of all the teams in the output table. Need a formula that will pick up all the employees
Hello,
Love the template. Thank you. Question - the drop down to pick a department on the Output tab does not seem to work on the downloadable template. Am I doing something incorrectly?
Thank you!
Hi Heather... Thank you. I am using Excel 365 to make the calculations. If you are using an older version of Excel, then the drop-down filter won't work.
Hi
I was able to follow your 9 box grid and modified based my needs. However, you tutorial did not show how to you create the filter for the "Pick a department. Can you kindly share how to create that filter that updated the grid. Thank you.
I am working on this project but I am struggling with the data validation for the department. I copy the worksheets data entry and output as the managers want to see different tabs for each managers.
I updated the source reference for each tab but It does not update the grid based on the new source. The list was updated but it does not populate the grid based on the performance and potential listed.
In addition the hyperlink Update Data and View Talent Map no longer works. Can you please help me.
I keep getting this error message in the pivot table:
This formula is invalid or incomplete: 'The expression is not valid or appears to be incomplete. Please review and correct the expression.
The following syntax error occurred during parsing: Invalid token, Line 1, Offset 14, ‘.
Hi, I used your 9-box excel template with excel 365. First off, thank you so very much. It is incredibly helpful!! My only question is that the boxes aren't big enough for all of the employees (specifically the middle which we call 'Core Employee'). Is there a way to make the boxes larger? Even though it is in excel, I am not able to increase row height (like I normally do in a speadsheet). Any ideas? Thanks again, Jody
Hi Chandoo,
Thanks for the great content. Re. 9 box grid, pls advise how do I increase the size of the box to accommodate more names?
Hi Chandoo,
I figured it out. Excel 365 has the format row height on the ribbon. Thank you
Merci Chandoo pour le modèle proposé,
j'ai une question et un souhait est il possible de développer davantage ce modèle en insérant la photo de chaque employé.
Hi Chandoo!
Great tutorial and tool, thank you! Your tutorial didn't include how to create additional filters on the "Output" tab. Could you please share how you did it?
Can this be done exactly in google sheets?
Hi Chandoo,
Thanks for the video it was really helpful. Is there any way to multi select the dropdown to display multiple or all departments rather than just one at once?
Hello Prish
I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is?
Many thanks
Hello Jody, I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is? Many thanks
Is there a way to change the 9 box wording descriptions, i.e. Work Horses, to our own internal langauge?
You can edit the file. The descriptions are textboxes.
Hi Chandoo, this is awesome and has worked perfectly. Due to a big organisation the 9 box grid on the output file is too small. I tried adjusting using the row/width ribbon under the format ribbon however it doesn't seem to work. Is there an easier way to adjust this?
Thanks!
When I drag the formula, it doesn't work, and the order I use with the data changes. In the beginning, the order is it is " candidates," " potential," and " performance," but when it goes to another column, it is " Potential," Performance," and "Candidates."Can you help me? Thank you very much, sending love from vietnam
Hi- I am working on the 9 grid project and I am trying to expand the box since I have over 100 names on a few of the columns. How do I do that?
Hi, Thank you this is great stuff and really useful.
As well as department as demonstrated on your clip, how can I display all candidates on the grid at once?
Many thanks in advance