en/excel2010/using-whatif-analysis/content/ Merging copies of a shared workbook
To learn more about Power Query, Click here.Lesson 22: Merging Copies of a Shared Workbook
#HOW TO MERGE WORKBOOKS IN EXCEL HOW TO#
In the article, you have learned how to use Power Query combine multiple Excel files feature and its advantages. Next month all you have to do is drop in the new month’s workbook into the 2016 Sales Folder and Refresh the Query & the Pivot Table to see the results! THAT IS POWER!!!! STEP 19:Now you can Refresh the Pivot Table and the new imported data will be reflected STEP 18: This will import the February 2016.xlsx and March 2016.xlsx data into the Excel workbook and append it to January’s data STEP 17:In your Excel workbook, click on the imported data and this will open up the Workbook Queries pane (If this does not open, go to Power Query > Show Pane)Ĭlick the Refresh button (or you can go to Table Tools > Query > Refresh)
NB: The Excel Workbooks have to have the same format and number of columns as in the workbook we imported in Step 1 You can move similar workbooks into the Folder we created in Step 1, say for subsequent months eg. Put the Months in the ROWS and the Sales $ in the VALUES area: STEP 15: You can now Insert a Pivot Table to do your analysis by going to Insert > Pivot Table > New/Existing Worksheet This will put the data into a new worksheet within your workbook STEP 13: Rename the column headings to whatever you like by double clicking on the column header, renaming and pressing OK
STEP 12: Select the Sales column and go to Transform > Data Type > Currency STEP 11: Select the Date column and go to Transform > Data Type > Date This will also remove the other column’s headers STEP 10:Select the 1 and filter out the CUSTOMER heading and press OK. Remove the Content column by Right-Clicking and choosing Remove STEP 9: Now it is time to transform the data by making some cosmetic changes! This imports all the columns’ data from within the workbook STEP 8: Click on the Expand Filter from the Import Data column and select OK. This will import the workbook from the folder STEP 7: You now have a new column called Import.Ĭlick on the Expand Filter and select the Data box only and press OK. This will import the workbooks from within the Folder that you selected in Step 3 Import, and within the Custom Column Formula you need to enter the following formula: = Excel.Workbook() In here you need to name the new column E.G. STEP 6:This will bring up the Add Custom Column dialogue box. STEP 5: You need to go to Add Column > Add Custom Column STEP 4: This will open up the Query Editor.įrom in here you need to select the first 2 columns (hold down the CTRL key to select) and Right Click on the column heading and choose Remove Other Columns This is how you can use Power Query load multiple files from folder feature. This will bring up the Browse for Folder dialogue box and you need to select the folder you created in Step 1 and press OK. STEP 3: From the Folder dialogue box, click the Browse button STEP 2: Open a NEW Excel Workbook and go to Power Query > From File > From Folder Move an Excel Workbook in this Folder that contains your Sales data e.g. STEP 1: Create a New Folder on your Desktop or any directory and name it to whatever you like e.g.
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