Linking and Consolidating Data in Excel Workbooks
Cathy Horwitz believes that when your employees know the capabilities of the software they use, they will demonstrate improved productivity, will be more efficient, and will be able to problem-solve more easily.
Cathy teaches classes on the Microsoft suite of application software including Excel, PowerPoint, Word, Access, and Outlook. Cathy has over 30 years of experience in the classroom and virtual training and has been an instructor of Microsoft Office since 1989. Her strengths include customizing classes based on the needs of individual students and providing realistic business examples to complement the training. She is a high-energy trainer with a flair for training adult student.
She holds the Modern Classroom Certified Trainer certification from Logical Operations which prepares instructors for all aspects of delivering a course using the latest training technologies and approaches. When not teaching, Cathy enjoys shopping estate sales and refinishing mid-century furniture.
Excel provides the ability to connect a cell to data entered into another cell. A linked cell behaves as if it actually contains the data in the original cell. A reference that refers to the same cell or range on multiple sheets is called a 3-D reference. A 3-D reference is a useful and convenient way to reference several worksheets that follow the same pattern while cells on each worksheet contain the same type of data. Grouping worksheets is an important skill to have for many more reasons than creating 3-D formulas.
Creating names for cells can make formulas between worksheets and workbooks much easier to understand and maintain. You can define a name for a cell range, function, constant, or table. A 3D named range is a name that spans more than one worksheet. Although you can copy and paste data from one Excel file to another, you can also create a link between two files or workbooks. When you create a link between files, the copied data updates when the original data changes.
Once links between workbooks are created, the links have to be maintained if the source files are moved or renamed. The consolidated function in Excel combines information from multiple workbooks into one place. The Excel consolidate function lets you select data from its various locations and creates a table to summarize the information for you.
- Creating Linked Cells
- Grouping Worksheets
- Understanding 3-D References
- Using 3-D References in Summary Functions
- Naming Cells
- Creating External Reference Formulas
- Editing Links
- Consolidating Data
Course Level - Intermediate
Who Should Attend
- Business Owners
- CEO's / CFO's / CTO's
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Anybody with large amounts of Data
- Anybody who uses Microsoft Excel on a regular basis, and wants to be more efficient and productive
Why Should You Attend
We all collect data and store it in multiple workbooks and in multiple worksheets. Summarizing data within a single worksheet is done on a regular basis. But at times you may want to combine data from multiple workbooks and worksheets into a YTD summary or consolidate data from multiple workbooks into one. Excel has many options for combining and linking data from multiple sources that allow you to create these summary reports. Linking data can be used to prevent holding many copies of the same data. It is an excellent method of showing a summary of up-to-date data.