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Need help merging two different reports from the same program

%3CLINGO-SUB%20id%3D%22lingo-sub-387573%22%20slang%3D%22en-US%22%3ENeed%20help%20merging%20two%20different%20reports%20from%20the%20same%20program%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-387573%22%20slang%3D%22en-US%22%3E%3CP%3EExcel%20newbie%20here...%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EOur%20payroll%20company%20said%20I%20needed%20to%20merge%20two%20separate%20reports%20generated%20by%20their%20program%20because%20they%20didn't%20offer%20the%20report%20that%20I%20want.%26nbsp%3B%20A%20cost%20of%20labor%20forecast%20based%20on%20the%20upcoming%20week's%20schedule.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EFirst%20-%20I%20exported%20a%20payroll%20report%20with%20each%20employees%20name%2C%20department%2C%20and%20rate%20of%20pay.%3C%2FP%3E%3CP%3ESecond%20-%20I%20exported%20a%20report%20with%20each%20employees%20name%2C%20department%2C%20and%20scheduled%20hours.%26nbsp%3B%20Unfortunately%20the%20system%20doesn't%20total%20the%20hours%2C%20so%20they%20are%20listed%20daily.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI'd%20like%20to%20combine%20these%20reports%20to%20create%20a%20sheet%20that%20shows%20the%20total%20number%20of%20dollars%20forecast%20to%20each%20person%20for%20a%20given%20week%20of%20the%20schedule.%3C%2FP%3E%3CP%3EAttached%20is%20the%20sheet%20with%20three%20tabs.%3C%2FP%3E%3CP%3EThanks%20in%20advance%20for%20the%20help!%3C%2FP%3E%3CP%3ERuss%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-387573%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-387864%22%20slang%3D%22en-US%22%3ERe%3A%20Need%20help%20merging%20two%20different%20reports%20from%20the%20same%20program%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-387864%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F307687%22%20target%3D%22_blank%22%3E%40russpga%3C%2FA%3E%2C%20perhaps%20the%20easiest%20way%20is%20with%20Power%20Query%20-%20query%20Rates%20report%2C%20after%20that%20query%20Hours%20report%2C%20group%20it%20by%20and%20merge%20with%20Rates%20by%20Last%2FFirst%20name%2C%20add%20new%20column%20multiplying%20rates%20on%20hours%20and%20return%20back%20to%20Excel%20sheets.%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EIf%20reports%20are%20in%20separate%20files%20it%20will%20be%20similar%20and%2C%20I%20guess%2C%20more%20flexible%20-%20you%20create%20the%20merged%20report%20for%20such%20two%20files%2C%20after%20that%20only%20substitute%20them%20with%20new%20data%20but%20same%20names.%3C%2FP%3E%3C%2FLINGO-BODY%3E
russpga
Occasional Visitor

Excel newbie here...

 

Our payroll company said I needed to merge two separate reports generated by their program because they didn't offer the report that I want.  A cost of labor forecast based on the upcoming week's schedule.

 

First - I exported a payroll report with each employees name, department, and rate of pay.

Second - I exported a report with each employees name, department, and scheduled hours.  Unfortunately the system doesn't total the hours, so they are listed daily.

 

I'd like to combine these reports to create a sheet that shows the total number of dollars forecast to each person for a given week of the schedule.

Attached is the sheet with three tabs.

Thanks in advance for the help!

Russ 

1 Reply

@russpga , perhaps the easiest way is with Power Query - query Rates report, after that query Hours report, group it by and merge with Rates by Last/First name, add new column multiplying rates on hours and return back to Excel sheets.

 

If reports are in separate files it will be similar and, I guess, more flexible - you create the merged report for such two files, after that only substitute them with new data but same names.

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