Automating Data Consolidation with Excel: A Complex Scenario

TLDRLearn how to automate data consolidation in Excel, even in complex scenarios. Discover how to combine and append data from different files with varying headers and order using Power Query and a mapping table. Turn manual data consolidation into an automated process!

Key insights

🔧Automating data consolidation in Excel can save time and effort in complex scenarios.

📂Combining and appending data from multiple files with different headers and order can be challenging.

🗺️Using a mapping table for headers allows for consistent data consolidation.

💡Power Query is a powerful tool for automating data consolidation tasks in Excel.

⚙️Automation through Power Query helps maintain data integrity and reduces errors.

Q&A

How do I combine and append data from different files in Excel?

You can use Power Query to automate the process. Create a connection to the folder containing the files and apply transformations to combine and append the data.

What if the files have different headers and order?

You can use a mapping table to match the headers and ensure consistency in the combined data. Power Query can apply the mapping table during the consolidation process.

Can automation in Excel help with data integrity?

Yes, by automating data consolidation with Power Query, you can reduce manual errors and ensure data consistency across files.

What are the advantages of using Power Query for data consolidation?

Power Query allows for automation and scalability, making it easier to handle complex data consolidation scenarios and adapt to changes in data sources.

Is Power Query available in all versions of Excel?

Power Query is available in Excel 2010 and later versions as a free add-in. In Excel 2016 and later versions, it is built-in as a native feature.

Timestamped Summary

02:50Learn how to automate data consolidation in Excel, even in complex scenarios.

03:38Combine and append data from different files with varying headers and order using Power Query and a mapping table.

07:22Create a connection to the folder containing the files and apply transformations to automate the consolidation process.

10:07Use List.Accumulate and Text.Replace in Power Query to map headers and ensure consistent data consolidation.

13:13Automating data consolidation with Power Query improves data integrity and reduces manual errors.