Forum Discussion
Summarizing from several tabs various line item expenses into summary caption
I am trying to summarize various line item expenses into a summary account, i.e., smaller accounts rolled up into a parent account. The data resides on two different tabs. Can anyone give me the function(s) to use or suggest an approach?
There are several ways to summarize data from multiple sheets in Excel. One way is to use the Consolidate command, which can help you pull data together onto one sheet. To do this, go to the Data tab, click on the Consolidate button in the Data Tools group, and then select the function you want to use to consolidate the data.
Another way is to use 3D references in your formulas. This allows you to reference the same cell or range of cells across multiple sheets. For example, if you want to sum the values in cell A1 on sheets Sheet1 and Sheet2, you can use the formula:
=SUM(Sheet1:Sheet2!A1) or =SUM(Tab1!B:E, Tab2!B:E).
You can also use Power Query and PivotTables to create a summary table from multiple worksheets. This is a powerful tool that allows you to extract, transform, and load data from multiple sources.
