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taking multiple excel documents and grouping the data into a single spreadsheet.

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    taking multiple excel documents and grouping the data into a single spreadsheet.

    For all I know this posting needs to be moved, but that can be figured out later, right now, I need a little help...

    So, where I work we keep a call log of who's called in, what they wanted and how we helped. At this time that's handled with a word document, but my boss would like to move away from that method and I said excel should do what we're looking for and be able to integrate data from these spreadsheets into a master spreadsheet...we have 4-6 people who need to make these call logs and then to compile them all up into one grand sheet that the boss on her computer...is this really possible? And, how?
    Last edited by Apollo7242; 02-08-2015 at 06:14 PM.

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    Re: Help on an excel spreadsheet for an excel novice.

    Hi, welcome to the forum

    Depenmding on exactly what you are capturing (and how), and what you intend to do with it, this is probably do-able.

    Thanks for the title change

    Can you provide a few (clean) samples of what you are working with, and what you expect?
    Last edited by FDibbins; 02-08-2015 at 06:31 PM.
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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    FDibbins, I have fixed the title and I thought I sent you a PM...please, I just need help with this...

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    Yes, I saw the PM and have changed my post #2

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    Ok, this is what we do now...its archaic, its a pain, and its good for reference, but not very usable...I want to remake this into an excel document, and make another excel document that my boss would have. The one my boss has would have access to the one I use and it would collect data from mine and 3-5 others and compile it into a big, useful, database style thing.
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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    I did a simple copy/paste from word to excel, then cleaned it up a bit. See if this is heading in the right direction?
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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    To keep with what we do now, I think it would be best to have it look like this:
    Attached Files Attached Files

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    The reason I added the date and name columns is because, when you start pulling these into a master WB, that info will probably be needed.

    Plus, the way I see this working, is that you just keep entering data, 1 below the other, month after month, to build up a big database. Doing it this way, you will definitely need a data and name attached to each record.

    How did you forsee this working for, say, January (or any "next" month)
    Last edited by FDibbins; 02-08-2015 at 08:49 PM.

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    would it be making it too complicated to have a new sheet each day, would that still work? That would probably take input/alterations on the bosses end, wouldn't it?

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    would it be making it too complicated to have a new sheet each day,
    indeed it would - think about it...within just 1 year, you would have 365 worksheets x 4-6 files. How would you ever find anything you wanted?

    Again, I suggest that you have 1 table with ALL data entered into it, and, at MOST, have 1 WB per month.

    How many records do you thing you will create in 1 day, anyway?

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    In the winter, between 5 and 10, but in the summer, easily, 50 or more...

    Ok, if that's the case, then I would need to enable the setting that makes the line of data static so the when these are arranged or altered the line of data stays together. And, I need to make the boss's spreadsheet that integrates all these lines of data...

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    I think multiple worksheets are fine, as long as the boss's workbook makes sense...

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    In the winter, between 5 and 10, but in the summer, easily, 50 or more...
    even at 100 per day, that is still less than 40 000 records...small by some excel database standards

    I think multiple worksheets are fine, as long as the boss's workbook makes sense...
    You need to get away from thinking of the end product 1st. Consider the data entry 1st, THEN work on what the output needs to look like (ask any of the experts here)

    Now, take another look at that sample I uploaded, will that suite your input needs? (remember, keep it simple)

    If so, can you populate it with some sample data, that would cover a few days and a few months?

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    It can suite my needs, but there was something else I was hoping to incorporate, I was hoping to add in a way to keep track of daily numbers of calls pertaining to a particular set of data. But I need it to be daily, which is part of the reason I thought daily worksheets would work better than an all encompassing data sheet. I see where you're coming from, but in the setting where I am, the fact of having a new worksheet per day is nothing...and the boss lady, she wants some specific data and in a specific style, that's why I'm thinking of the end product first, then making our specific sheets work with her sheet...

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    All the same though, here is the sheet you made, with a few days/months worth of data put in...
    Attached Files Attached Files

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    Re: taking multiple excel documents and grouping the data into a single spreadsheet.

    Attached is a sample of what I am suggesting.

    - I put all 3 sheets of data into 1 sheet
    - I have put (just to play with, and show you what is possible) Service Provided in C1 and the month/Year in F1
    - change the SP and the Month/year (entered atthe moment as just Month name space 4-digit year, but we can play with that too)
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