click the 'data' tab and select "connections" in the connections section. create a sheet, or go where you want the table in your current sheet. These steps in Excel 2013 - version active around 2018. Once the tables are in place with the main data, to subset I use the data modeling capability to link back to those tables. Tables rock for many reasons, including making your sheets more readable for users, and making formulas for things like INDEX/MATCH much less error prone. I really recommend using the excel tables feature if you are using Excel 2013 or later as a starting point. Is this possible? I hope I was clear in explaining the problem. I was thinking of using a pivot table in each new sheet, but am not sure that's the right approach. It's essentially like filtering the main table using the State column to show only one state, but I want the results in a separate sheet instead of filtering the main table which holds all the information. In other words, have a separate sheet for each state. My question is, can I label Sheet 2 in the workbook "New York State" and have that sheet display all the same information as Sheet 1 (all the same columns) but only display the employees that work in the state of New York?Īnd then have another sheet labelled "California" and have only the employees that work in California on that sheet and so on. There are multiple more columns with this type of employee information, which needs no further explanation. Column D holds their salary amount per year. Column C holds the state the office is in. On worksheet 1 (called General Employee Info which is the main table), in Column A each row has a unique number identifying an employee (each employee has their own ID number).Ĭolumn B holds their office location (a city/municipality). To help explain this, I will use an example from the actual workbook. I was wondering if it is possible to display part of this table in another worksheet in the workbook based on the criteria from one of the columns in the main table. 
Because the column widths are not automatically adjusted as the result of a consolidation, use Home, Format, AutoFit Column Width to adjust the column widths.On my first worksheet in the workbook, I have a large table with multiple columns and rows (roughly a 1000 rows and 20 columns).Choose a single cell in column I and click the AZ sort button to produce an alphabetical list by customer.The resulting data set is in the same sequence as the customers in the original list. Excel does not fill in the label in the upper-left corner of the table, so enter Acct in H1.
Change the VLOOKUP formula to values by copying I2:I16 and then using Home, Paste dropdown, Paste Values. Copy the VLOOKUP function down by double-clicking the fill handle.The Consolidate command is not smart enough to take the first or last instance of text fields, so fill in the customer name, using a VLOOKUP function.
Gotcha: Note that Excel added up the invoice numbers in column J. Click OK.Įxcel will combine all identical account numbers together. Ensure that the Left Column option is checked and that the Create Links to Source Data check box is unchecked. In the Reference field, select the complete range of your data, including the headings.
Select a blank section of the worksheet. You can use data consolidation to solve this task: This will produce a report with one line per customer and totals of each numeric field. Strategy: It is possible to consolidate a single list by using the labels in the left column. Consolidate the data to one row per customer. I want to combine customers in order to produce a report of sales by customer. The report shows account, customer, invoice, sales, cost, and profit for each invoice. Problem: I have an invoice register for the month.
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