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.
18 Responses to “Best Charts to Compare Actual Values with Targets – What is your take?”
Great post. I can't vote, though, because the answer I want to put down is "it depends". As with all visualisations, you've got to take into account your audience, your purpose, technical skills, where it will be viewed, etc.
I'm with Andy: It depends. Some I would use, some I might use, some I won't touch with a barge pole.
Naturally I have comments 🙂
The dial gauge, though familiar, is less easy to read than a linear type of chart (thermometer or bullet). It's really no better than the traffic lights, because all it can really tell you is which category the point falls in: red, yellow, or green.
By the same token, pie charts are so familiar, people don't know they can't read them. Remember how long it takes kids to learn to read an analog clock?
Bullet charts don't show trends.
With any of the charts that have a filled component and a marker or ine component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
[...] Best Charts to Compare Actual values with Targets (or Budgets … [...]
I voted for #6 even though I agree with the other comments that it depends.
The majority of the votes are for the #2, thermometer chart. I still have yet to understand what happens when you are above plan/goal, which was brought up in yesterday's post.
Also, I agree with Jon in that it would be better to flip the series and make the filled part the target or goal and the line or marker the actual.
I am also a fan of using text when appropriate if the data is among other metrics in a type of dashboard. Calling it out by saying actual and % achievement is a good option.
Another "it depends" vote. Are you just looking at one or are you comparing a number of targets with actuals? You didn't include a text box. The problem with sentences is that they can get lost in a page of gray text. A text box can call attention to the numbers and line them up effectively.
I'm with Jon: "Some I would use, some I might use, some I won’t touch with a barge pole" and I'm surprised that some of your readers voted for the last group.
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
"It depends" is also my take. What I usually try to drill into my clients dashboard design is the fu ndamental difference between spot results (am I on target for this month) and long term trends.. I always try to create 3 different set of graphs to represent real perormance:
- spot results vs objectives
- cumulative results vs objectives
- long-term trend (moving average) mostly) to see where we're going
[...] Best Charts to Compare Actual Values with Targets – What is your take? (tags: excel charts) [...]
[...] Related: Charting Principles, How to compare actual values with budgets [...]
[...] Excel Charting Alternatives to compare values [...]
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
I totally agree, Bob. I would normally favour a line for the target and a column for the actual, you can see quite easily then which columns break through the line, then.
[...] best charts to compare actual values with targets — den Status mal anders zeigen, z. B. als Tacho [...]
Thermometer charts: "Not appropriate when actual values exceed targets" - this is easily solved by making the "mercury" portion a different color from the border, then you can clearly see where the expected range ends and the actual values keep going.
People seem to knock gauges quite a bit in dashboarding, but trying to show comparison of realtime data between operating sites and targets for each site can easily be done with a bank of gauges that have the optimal operating points at 12 o'clock.
The human eye is great at pattern stripping, and any deviation of a gauge from the expected 12 position will quickly register with an operator and attract his attention. Using a colour background, or meter edge, will also indicate the sensitivity of a particular site.
[…] Best charts to compare actual with target values […]
[…] Best charts to compare actual with target values […]
[…] work laptop I have a favorites folder just dedicated to Excel charts. Its got things like “Best Charts to Compare Actuals vs Targets” and “Best charts to show progress“. I love me some charts […]
I am wondering how will the plotting work, for some of the targets which may have been achieved before time. E.g. for the month of Jul the target was 226 and the actual was 219. So the chart will show a deficit in meeting the target by 7 points but what if this 7 may have been completed earlier in month of June. So ideally it not a deficit.