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Export/Import Data from other Workbooks to summarize data

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(@bpriddy)
Posts: 1
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I have 2 workbooks that are from other departments that are regularly updated and have more columns than I need. I need to pull from them to be put in a summarized store information datasheet. Example:  Columns 1,2,3 and 6 from Workbook 1 and Columns A, B, C, D from Workbook 2 into Workbook 3. Information from Workbook 2 would need to be conditioned to match Column 1 from workbook 1 (The Store).  What is the most efficient way to do this? 

 
Posted : 28/04/2020 1:00 pm
(@mynda)
Posts: 4761
Member Admin
 

Hi Brandi,

Power Query is definitely the best way to do this. You can use the Data tab > Get Data > From Excel File menu to get the data from the files. Then you can merge or append them.

If you'd like to learn Power Query, please consider my Power Query course to get you quickly up to speed.

Mynda

 
Posted : 29/04/2020 5:11 am
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