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jadeaj's avatar
jadeaj
Copper Contributor
Jul 13, 2023

Combining two spreadsheets, one has an extra category

Hi,

I have two spreadsheets which I would like to combine: spreadsheet 1 is from our client database which includes a client name and the associated department on each row (only for one department, lets say Department X). Spreadsheet 2 is from an external database and this has the following in different columns on the same row: client type, client name, lodgement status. This second spreadsheet contains every client from every department but I want to be able to highlight/label only the clients from Department X on this second spreadsheet.

Basically, I want spreadsheet 2 to have an extra column which shows which of the clients on spreadsheet 2 are also listed on spreadsheet 1.

I can't share the spreadsheets as they contain confidential information. But does anyone have any idea of how to achieve what i'm after?

Thanks

 

 

4 Replies

  • H2O's avatar
    H2O
    Iron Contributor

    jadeaj 

    The user wants to combine two spreadsheets that have different information about clients, and add an extra column to show which clients belong to a specific department. The user cannot share the spreadsheets because they are confidential.

    One possible way to answer the user's question is to use the Consolidate command in Excel, which can help to summarize data from multiple sheets or workbooks into one sheet. The Consolidate command can work by position or by category, depending on how the data is arranged in the source sheets. To use the Consolidate command, follow these steps:

    - In your destination sheet, click the upper-left cell of the area where you want the consolidated data to appear.
    - On the Data tab, in the Data Tools group, click Consolidate.
    - In the Function box, click the function that you want Excel to use to consolidate the data.
    - To indicate where the labels are located in the source ranges, select the check boxes under Use labels in: either the Top row, the Left column, or both.
    - In each source sheet, select your data. Make sure to include either the top row or left column information that you previously selected. The file path is entered in All references.
    - When you have added the data from each source sheet and workbook, click OK.

    https://support.microsoft.com/en-us/office/combine-data-from-multiple-sheets-dd7c7a2a-4648-4dbe-9a11-eedeba1546b4 Alternatively, you can also use other methods to combine Excel worksheets, such as Power Query, VLOOKUP function, or VBA code. https://business.tutsplus.com/tutorials/how-to-combine-excel-spreadsheets--cms-30397https://www.ablebits.com/office-addins-blog/consolidate-excel-merge-sheets/and this article. I hope this helps.

    • jadeaj's avatar
      jadeaj
      Copper Contributor

      H2Othanks for your help but i'm having issues with consolidation. i don't know which function to use nor which cells to select.

       

      this is an example of spreadsheet 2;

      Client NameDepartment
      Yellow, Andrew 
      Bello, Anna 
      Brick, Anna 
      Ran, Sam 

       

      this is an example of spreadsheet 1;

      DepartmentClient name
      XXBloggs, Anna
      XXBiggs, Anna
      XXBrux, Anna
      XXBello, Anna
      XX

      Brick, Anna

       

      i want to be able to import into spreadsheet 2 the department category for all clients listed in spreadsheet 1 only. but spreadsheet 2 has lots of clients and lots aren't in department X, the department column in spreadsheet 2 is currently blank. does this help explain what i'm after?

      thank you

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