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Step 4: Select the method of consolidation (in our example, it’s Sum).
Step 5: Select the data, including the labels, and click Add Step 6: Repeat step 5 for each worksheet or workbook that contains the data you need included Step 7: Check boxes “top row”, “left column”, and “create links to data source” (note you don’t have to tick these boxes if you don’t want labels or don’t want live links) and click the OK button.
The key is to use labels carefully and ensure they are the same in each table (e.g., if you have a spelling mistake or slightly different version of the label, it will treat them as separate).
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The Excel consolidate function lets you select data from its various locations and creates a table to summarize the information for you.
Learn the most important formulas, functions, and shortcuts to become confident in your financial analysis.
To summarize and report results from data on separate worksheets, you can consolidate the data from each separate worksheet into one worksheet (or master worksheet).
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