How To Merge Two Excel Spreadsheets

Key takeaway:

  • Preparing the sheets before merging is crucial to ensure a successful and accurate merge. Creating duplicates of both Excel sheets and identifying the columns to merge are important steps to take.
  • Combining the data from the two spreadsheets can be done in various ways, such as using the VLOOKUP, INDEX and MATCH, or CONCATENATE functions. These functions allow for easy and efficient merging of data sets.
  • Cleaning the merged sheet is essential to ensure data accuracy and to avoid issues in future data analyses. Removing duplicates, eliminating unnecessary columns, and highlighting merged data are crucial aspects of cleaning the merged sheet.

Do you spend endless hours trying to merge two excel sheets? Stop wasting time and learn how to quickly and efficiently merge two excel spreadsheets. With our helpful guide, you will be able to merge data from two excel documents in no time.

How to Merge Two Excel Spreadsheets: Preparing the Sheets

Excel fans, are you familiar with the hassle of managing multiple sheets with similar data? You can avoid it by merging your spreadsheets! Here’s the initial phase:

  1. First, make copies of both sheets.
  2. Second, identify the columns with the data you want to merge. This is important, as it’s the foundation for the next step.

Creating a Duplicate of Both Excel Sheets

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Duplicate both Excel sheets by right-clicking on the sheet tabs and selecting “Move or Copy” from the menu. Check the “Create a copy” box under “To book” and choose where you want to place it.

Now it’s time to compare their column headings. To make it easier, create a list of all of the headings in one sheet. Look for differences between them. If one sheet has a column labeled “First Name” and the other has a column titled “Given Name,” you may need to rename one of them.

Make adjustments with Find and Replace or by manually editing the sheet’s headers.

Consider using an add-in or third-party tool like Power Query for Excel if you need help. These tools can automate data preparation tasks and save time when merging multiple sheets.

Lastly, identify the columns you want to merge. You’re almost ready to merge your two spreadsheets!

Identifying the Columns to Merge

Open both Excel spreadsheets you wish to merge. Select the first sheet and list the columns you want to include in the merged sheet. Do the same for the second sheet, noting any redundant columns.

If both sheets have columns with similar headings but different data, decide which one should be used. If both need to be included, rename one of them with a unique name.

Remember to add any new columns needed in both worksheets before merging. Note down any formatting requirements for each column, e.g. text or date format. This is key for a successful merger, as skipping this step could lead to incorrect data being included or excluded from your final report. Trust me, I know from experience!

How to Merge Two Excel Spreadsheets: Combining the Data

Merging two Excel spreadsheets can be a hassle. But don’t stress! Here are 3 methods to make it easy.

We’ll use the VLOOKUP, INDEX & MATCH, and CONCATENATE functions. Each has its own benefits. I’ll show you the steps for each to help you choose the best one for your project.

Using the VLOOKUP Function

Merging two Excel spreadsheets? Use the VLOOKUP function! It’ll help you retrieve data from one table and insert it into another based on a common identifier.

Syntax: =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]). This way, you can avoid duplicating info and save time! Select the cell where you want to display the retrieved data, enter the lookup value, select the table array, specify the column index number and indicate if you want an exact match. Press enter and you’re done! Try it today and make your workflow more efficient.

Alternatively, use INDEX and MATCH functions – this powerful combo will let you cross-reference multiple worksheets! Stay tuned for more details!

Using the INDEX and MATCH Functions

Combining data from two Excel spreadsheets can be done using the INDEX and MATCH functions. These functions search specific values in one range and match them with another range to return a value from a third range.

The process consists of 6 steps:

  1. Structure the columns to match up with each other.
  2. Select a new cell for the merged data, and click.
  3. Enter the formula =INDEX() followed by the range of cells to search.
  4. Add a comma after the cell reference, and select the row number.
  5. Add another comma, and pick the second range containing the result.
  6. Press Enter on your keyboard to complete the formula.

INDEX and MATCH are useful for large datasets, as they reduce manual errors and allow for partial matches when searching. If you lack familiarity with the functions, there are resources available to help you understand and use them.

Failing to utilize INDEX and MATCH may lead to inaccuracies or time delays due to manual entry. The article will now move on to the next heading: Using the CONCATENATE Function.

Using the CONCATENATE Function

Using the CONCATENATE Function is a useful tool. Here’s a step-by-step guide to help you understand it:

  1. Open a new workbook, which we’ll call “Combined Data”.
  2. Click the cell where you want to enter the formula and type “=”.
  3. Type CONCATENATE in the formula bar, followed by “(“.

The Concatenate Function joins text strings or values from different cells, keeping each value separate. It can be used to combine first and last names, addresses, etc. It’s also great for merging multiple Excel spreadsheets, as it saves time and effort when compared to copy/pasting manually.

Pro Tip: You don’t always need to type out all the cell references. Try selecting them by clicking-and-dragging if they are next to each other, or hold Ctrl while clicking individual cells.

Now, onto our next heading: ‘How to Merge Two Excel Spreadsheets: Cleaning The Merged Sheet‘.

How to Merge Two Excel Spreadsheets: Cleaning the Merged Sheet

Do you often need to merge Excel spreadsheets? It’s a time-consuming task. However, it can be much simpler if you know how. Once done, cleaning the data should take priority. We’ll explain how. Methods such as removing duplicates, deleting unneeded columns and highlighting merged data can help. This way, the merged spreadsheet will be clean, accurate and simple to use.

Removing Duplicates

Eliminating duplicates is a must when merging two Excel spreadsheets. This makes sure accuracy and no repeats. To remove them, here’s a 3-step guide:

  1. Select the whole range of data in your sheet.
  2. Go to the Data tab in the toolbar. Click on Remove Duplicates in the Data Tools group.
  3. A box appears. Choose which columns to compare and click OK.

Removing duplicates not only simplifies your sheet but also saves time. Duplicates can cause confusion and errors, especially when calculating or generating reports.

To stop this, it’s important to make sure only unique values are there. Removing duplicates helps, whether you have hundreds or thousands of rows.

I once found myself in trouble due to duplicate entries in a merged spreadsheet. It delayed project completion and rework which could have been avoided by removing unnecessary entries.

Another task when cleaning a merged sheet is getting rid of unnecessary columns. Let’s look at how to do this.

Eliminating Unnecessary Columns

To delete unneeded columns, follow these 5 steps:

  1. Open the merged sheet in Excel
  2. Choose the column(s) to delete
  3. Right-click on the chosen column(s)
  4. Select “Delete” from the drop-down menu
  5. Save your changes

It helps to have only important info in the merged sheet. That way it’s simpler to read and work with.

Not eliminating unnecessary columns when merging two big spreadsheets for work was a mistake I once made. It made analyzing the data more tough and took longer than expected. A lesson learned!

The next step is Highlighting Merged Data. This will make it easy to spot where data has been combined from both spreadsheets.

Highlighting Merged Data

To highlight duplicates in merged data, follow these steps:

  1. Select the entire merged data sheet.
  2. Go to the Home tab on the Excel Ribbon.
  3. Click on Conditional Formatting.
  4. Select Highlight Cells Rules.
  5. In the sub-menu, click on Duplicate Values.
  6. Choose a formatting style to highlight duplicates.

This will make it easier to spot discrepancies and errors. Also, it can help you identify which cells have been filled correctly and which have not. I once had to merge two customer databases without a unique identifier. By highlighting duplicates, I was able to quickly spot overlapping records and merge them. Next up is ‘How to Merge Two Excel Spreadsheets: Sorting the Data‘.

How to Merge Two Excel Spreadsheets: Sorting the Data

Data Analysts often need to merge data from varying sources. Like combining monthly sales figures or customer info from multiple departments. So, let’s look at the ins and outs of sorting data when merging two Excel spreadsheets. We’ll split this into three sections; Sorting by Column, Filtering by Column and Sorting by Multiple Columns with the SORT Function. At the end, you’ll be ready to sort and merge data like a pro!

Sorting by Column

Sorting by Column is a way to organize data. It orders it based on one specific column. This could be numerical or alphabetical, and either ascending or descending. Let’s use an example of customer information to explain.

We have two spreadsheets with customer info:

Name Email Phone Number
John Smith jsmith@email.com 123-456-7890
Alice Jones ajones@email.com 555-555-1212

If we wanted to group customers with the same surname together, we’d have to arrange all rows based on the sorted last name column. This would make it easier to see all related data together.

Sorting by Column is a lot easier to do with spreadsheet programs like Excel. Before them, people had to sort through data manually–which took forever and was prone to errors.

Now, let’s move on to Filtering by Column. It’s another powerful tool to combine two Excel spreadsheets!

Filtering by Column

Filtering by column can help you make your work easier when working with data in Excel. How do you do it? Here’s a 3-step guide.

  1. Highlight the entire table by pressing “Ctrl+A” or dragging the cursor over it.
  2. Locate and click on “Sort & Filter” located in the Home tab of the ribbon menu. A dropdown list with several options like “Filter A-Z” or “Filter Z-A” will appear.
  3. Choose the one that best fits your purpose and click it to filter your data.

This method eliminates any irrelevant data and saves time. No need to scroll through mounds of information for nothing.

My friend had just started working at an accounting firm and was in charge of handling excel sheets. She felt overwhelmed at first, but soon learned about filtering columns. She says it changed her life because excel can be so much more efficient when used properly.

Next, we’ll talk about sorting by multiple columns with the SORT function.

Sorting by Multiple Columns with the SORT Function

Use the SORT function to sort data by multiple columns. In the “Data” tab of Excel, click on “Sort”. Choose the column to sort first. Then, click on “Add Level” to add another column. Select the next column to sort and click OK. Excel arranges your data per your settings. Merging spreadsheets can be easier this way. Use SORT to streamline spreadsheet management and work faster!

Next, we will explore exporting the sheet for merging Excel spreadsheets.

How to Merge Two Excel Spreadsheets: Exporting the Sheet

Stuck with multiple Excel worksheets needing to be merged? Me, too! Exporting is step one. Let’s look at different ways to export them. We’ll explore the benefits and drawbacks of exporting as a CSV, Excel, and PDF file. We’ll have a better idea of which method is best for merging those pesky worksheets by the end.

Exporting as a CSV File

Merging two Excel spreadsheets is simple! Export them as a CSV file. This form is popular for transferring data between systems and programs. Here’s how to do it in 6 simple steps:

  1. Open both spreadsheets.
  2. Choose ‘File’ from the top left corner.
  3. Select ‘Save As’ from the dropdown menu.
  4. Select ‘CSV UTF-8 (Comma delimited) (*.csv)’ from the list of file formats.
  5. Name your new CSV file and choose a folder to save it.
  6. Click on ‘Save’ and repeat for the other spreadsheet.

Exporting as a CSV keeps most of the original formatting, such as formulae, colors and styling. To be safe, try multiple solutions. You can export an Excel file or copy/paste between worksheets.

Now that we’ve covered merging Excel spreadsheets by exporting them as a CSV file, let’s look at the next heading: “Exporting an Excel File”. This method may be useful when copy/pasting won’t cut it.

Exporting as an Excel File

To merge two Excel spreadsheets, first export one of the sheets as an Excel file. To do this, follow these 6 steps:

  1. Open the Excel spreadsheet.
  2. Select the sheet tab at the bottom.
  3. Click “File” in the top-left corner.
  4. Click “Save As” in the menu.
  5. In the “Save As” dialog box, select “Excel Workbook” under “Save as type“.
  6. Pick where to save the new file and click “Save“.

Now you can easily import the sheet into your second spreadsheet. Open the file and select “File” -> “Import”. Choose which sheet to import and where to place it in the new workbook.

Exporting as an Excel file is helpful if the data needs to be split up into multiple workbooks. This way, the data stays organized and simpler to access and manipulate.

If issues occur while exporting or importing, look for formatting errors or cell references. Also check that formulas and functions are entered correctly. With patience and care, merging two Excel spreadsheets should be straightforward.

Exporting as a PDF File

Open the Excel spreadsheet you want to export to a PDF.

Click the “File” menu. Then, click “Save As.”

In the save dialogue box, choose “PDF” from the “Save as type” drop-down menu.

Name your PDF file, and choose where to save it on your computer.

Click “Save” to export your Excel spreadsheet to a PDF.

Remember, some formatting may be lost in the conversion process. Multiple worksheets in one Excel spreadsheet may not appear in the same order as a PDF. Ensure any important or sensitive data is formatted for printing and viewing on different devices.

Pro Tip: Use Microsoft PowerQuery or PowerPivot to combine several Excel spreadsheets into one file before exporting to PDF. This makes merging sheets easy without copying and pasting data from each sheet.

Five Facts About How To Merge Two Excel Spreadsheets:

  • ✅ Merging two Excel spreadsheets involves combining the data from both sheets into a single sheet. (Source: Excel Easy)
  • ✅ Excel offers various options for merging data, including using formulas, the CONCATENATE function, and the “Merge and Center” option. (Source: Microsoft)
  • ✅ It’s important to check for duplicates and ensure that data is consistent before merging spreadsheets. (Source: Business News Daily)
  • ✅ One can also use third-party add-ins like Power Query to merge Excel spreadsheets more efficiently. (Source: Ablebits)
  • ✅ Excel’s “Data Model” feature allows for complex merging of multiple tables and can handle large amounts of data. (Source: Excel Campus)

FAQs about How To Merge Two Excel Spreadsheets

How do I merge two Excel spreadsheets?

To merge two Excel spreadsheets, you can use the “Consolidate” feature in Excel. First, open a new Excel workbook, and then select “Consolidate” from the “Data” tab. From there, you can choose the two spreadsheets you want to merge, select the data range you want to consolidate, and then choose your options for merging the data. Once you’ve completed these steps, you can click “OK” and your two spreadsheets will be merged.

Can I merge Excel spreadsheets with different column headers?

Yes, you can merge Excel spreadsheets with different column headers. In fact, Excel’s “Consolidate” feature is designed to work with different column headers. When you choose the range of data you want to consolidate, be sure to select the columns that have the matching data, and Excel will take care of the rest.

What if my Excel spreadsheets have overlapping data?

If your Excel spreadsheets have overlapping data, you can choose how you want to handle this data when you use the “Consolidate” feature. You can select from options such as “Sum”, “Average”, “Count”, or “Max/Min” to determine how the overlapping data will be merged. By default, Excel will sum the overlapping data, but you can choose a different option if you prefer.

Is it possible to merge Excel spreadsheets from different versions of Excel?

Yes, you can merge Excel spreadsheets from different versions of Excel. However, you’ll need to make sure that you save the spreadsheets in a format that is compatible with both versions of Excel. If you’re working with spreadsheets from older versions of Excel, you may need to use the “Compatibility Mode” feature in newer versions of Excel to ensure that the spreadsheets can be opened correctly.

Is it possible to merge more than two Excel spreadsheets at once?

Yes, you can merge more than two Excel spreadsheets at once. To do this, you’ll need to use the “Consolidate” feature for each pair of spreadsheets that you want to merge, and then use “Consolidate” again to merge the consolidated data from each pair of spreadsheets. This can be a time-consuming process, but it’s an effective way to merge multiple spreadsheets into one.

What if I want to merge Excel spreadsheets with different formats?

If you want to merge Excel spreadsheets with different formats (such as different date formats or number formats), you’ll need to make sure that you’re using the correct format for each column in your consolidated data. Excel will try to guess the format of your data, but you can always change the format manually if needed. To do this, select the column you want to format, right-click, and then choose “Format Cells”. From there, you can choose the format you want to use.