Linking and Consolidating Data in Excel Workbooks

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    Speaker: Cathy Horwitz


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    Duration: 60 Minutes
    Product Code: 50824
    Level: Intermediate

OVERVIEW

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 consolidate 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.

WHY SHOULD YOU ATTEND

Linking and consolidating data in Excel workbooks is an important skill for those who use Excel on a regular basis. 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.

AREAS COVERED

  • Creating linked cells
  • Grouping worksheets
  • Understanding 3-D references
  • Using 3-D references in summary functions
  • Naming cells
  • Creating external reference formulas
  • Editing links
  • How to consolidate data in Excel from multiple worksheets

LEARNING OBJECTIVES

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 worksheets in a single worksheet.

Excel has many options for linking and consolidating data in Excel workbooks that allow you to create these summary reports.

WHO WILL BENEFIT

Any professional who uses Excel will benefit from learning how to use linked data, create external reference formulas and consolidate data in Excel.

  • Project Manager
  • Administrator
  • Associate
  • Chief Financial Officer
  • Accountant
  • Treasurer
  • Document Control
  • Health Information Technician
  • Marketing Manager

SPEAKER

Years of Experience: 44+ years

Areas of Expertise: Microsoft Office

Cathy Horwitz is an independent consultant specializing in Microsoft Office instruction.  She has over 30 years of experience as a Microsoft Office instructor.  Cathy is proficient in all levels of Excel, Word, PowerPoint, Outlook and Access.  Cathy holds a degree in Psychology and a Master in Business Administration degree with an emphasis in Human Resources.

Cathy worked for Zenith Data Systems for 17 years.  She worked for a Zenith distributor when personal computers were first introduced.  Zenith established a computer division and began manufacturing and selling personal computers.  Cathy was involved in software training from the very beginning.  She has been training as an independent consultant since 1993.  

Cathy’s strengths include customizing classes based on the needs of individual students and providing realistic business examples to compliment training.  She is a high energy trainer with a flair for training the adult student.

When not training, Cathy enjoys gardening and refinishing vintage furniture.

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