Name: Excel: Consolidating & Linking Data in Excel Workbooks
Overall Rating:
Category: All Learners
Duration: 1.00 hour(s)
Individual Fee: $20.00

This 1-hour virtual workshop is part of our Virtual Power Course series. Cathy will teach you how to consolidate and link your Excel data to combine information from multiple workbooks and worksheets. Get the big picture of your data!


This Development Activity has not been scheduled.
College of Lake County
19351 West Washington Street
Building E, Suite E186
Grayslake, IL 60030
United States
Importance: Why this competency is important to our organization, mission, strategy, or goals.

We all collect data and store it in multiple workbooks and in multiple worksheets. Summarizing data within a single worksheet is done on a regular basis. But at times you may want to combine data from multiple workbooks and worksheets into a YTD summary or consolidate data from multiple workbooks into one. Excel has many options for combining and linking data from multiple sources that allow you create these summary reports.

Linking data can be used to prevent holding many copies of the same data. It is an excellent method of showing a summary of up to date data.

Know and Explain: Information you will know, be able to explain, or be able to find.

Excel provides the ability to connect a cell to data entered into another cell. A linked cell behaves as if it actually contains the data in the original cell.

A reference that refers to the same cell or range on multiple sheets is called a 3-D reference. A 3-D reference is a useful and convenient way to reference several worksheets that follow the same pattern while cells on each worksheet contain the same type of data. Grouping worksheets is an imported skill to have for many more reasons than creating 3-D formulas.

Creating names for cells can make formulas between worksheets and workbooks much easier to understand and maintain. You can define a name for a cell range, function, constant, or table. A 3-D named range is a name that spans more than one worksheet.

Although you can copy and paste data from one Excel file to another, you can also create a link between two files or workbooks. When you create a link between files, the copied data updates when the original data changes.

Once links between workbooks are created, the links have to be maintained if the source files are moved or renamed.

The consolidate function in Excel combines information from multiple workbooks into one place. The Excel consolidate function lets you select data from its various locations and creates a table to summarize the information for you.

Do and Show: Important tasks or skills you will be able to perform and demonstrate to others.

  • Creating Linked Cells
  • Grouping Worksheets
  • Understanding 3-D References
  • Using 3-D References in Summary Functions
  • Naming Cells
  • Creating External Reference Formulas
  • Editing Links
  • Consolidating Data

SkillPrerequisiteExpected Outcome
Excel AdvancedNot specifiedNot specified
Excel IntermediateNot specifiedNot specified
Class Costs
Class ValueNo Charge
Individual Fee$20.00
Private Class Fee$0.00
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