Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Consolidating data from multiple sources

From: Excel 2008 for Mac: Pivot Tables for Data Analysis

Video: Consolidating data from multiple sources

Most of the time you will create a Pivot Table from a data list, but you can also summarize multiple data ranges using a Pivot Table if the data is formatted appropriately. To consolidate a series of data ranges into a Pivot Table, the ranges must be laid out in cross tabular format and have exactly the same structure. As an example, consider the worksheets that I have in my Consolidating.xlsx worksheet. On the SupportCalls worksheet, I have data reflecting the number of support calls received in the years 2007, 2008, 2009 and 2010 for the four regions North, South, East and West.

Consolidating data from multiple sources

Most of the time you will create a Pivot Table from a data list, but you can also summarize multiple data ranges using a Pivot Table if the data is formatted appropriately. To consolidate a series of data ranges into a Pivot Table, the ranges must be laid out in cross tabular format and have exactly the same structure. As an example, consider the worksheets that I have in my Consolidating.xlsx worksheet. On the SupportCalls worksheet, I have data reflecting the number of support calls received in the years 2007, 2008, 2009 and 2010 for the four regions North, South, East and West.

I have the same data for order calls on the OrderCalls worksheet. And I have the same data for return calls for product returns on the ReturnCalls worksheet. Please note that the Region and Year column and row identifiers occur within the same cell. The reason you need to do that when you are consolidating different ranges into a Pivot Table is that the data source must be a perfect rectangle. In other words, if I were to have region here and year here in C2, Excel would try to bring in data from B2 to F7 because it would include these two cells in the region, which would extend the definition all the way from B2 to F7.

So now that my data is laid out properly, I can bring it into a Pivot Table. To do that, I click Data>PivotTable Report. On the first page of the PivotTable Wizard I can select Multiple consolidation ranges. Click Next. On Step 2, I can decide how many page fields I want to create. Page fields are fields that you can use to filter your Pivot Table without changing its arrangement. In this case, I don't want to create any, so I will create the page fields I want.

I'll select that option and I'll click Next. Here on Step 2b of the wizard, I can select the ranges that I want to include in the Pivot Table. I'll just drag this a bit over to the side to uncover the entire data range that I'm going to be including. So now that I have the cursor here in the Range box, I can select the cells that I want to include, verify that they appear correctly in the Range box, and click Add. I can now do the same thing for my other two fields.

So I'll go to OrderCalls. Select that range. It's correct. Click Add. And then do the same thing on the SupportCalls worksheet. And Add. So I have the same ranges from OrderCalls, ReturnCalls, and SupportCalls. Now that they are on place, I can verify that I'm creating zero page fields, which is what I want. Click Next. Verify that I want to create the Pivot Table on a new sheet, and click Finish.

I'll increase the zoom, so you have a better look at the data. So now I have a Pivot Table. What's different about this Pivot Table is that I do not have the names of the fields that I want. So, for example, all I have are column and row, when, in fact, the row values are regions and the column values are years. To change that, I click the Row field header and then on the PivotTable toolbar, I can click PivotTable>Field Settings. Inside the PivotTable Field dialog box I can assign a new name to my field.

I'm looking in the rows and these are the regions, so I'll type Regions and OK, and the field name changes. I can do the same thing for the Column. Click the Column field header, PivotTable> Field Settings and I'll change that to Year. Unfortunately, you can't change the Value field name, so I'll leave it as it is. You probably won't create many Pivot Tables by consolidating multiple data ranges, but it's nice to know the capability is available if you're working with legacy workbooks that have data laid out in cross-tabular formats.

Show transcript

This video is part of

Image for Excel 2008 for Mac: Pivot Tables for Data Analysis
Excel 2008 for Mac: Pivot Tables for Data Analysis

26 video lessons · 5340 viewers

Curt Frye
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2008 for Mac: Pivot Tables for Data Analysis.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.