Import Excel into Excel - Data Mapping

Posted on 2014-08-04
Last Modified: 2014-08-14
Hello Export,

I have a global template financial report and I need to import various regional reports from around the globe into this standard format.  What I would like is a way to map the regional reports to match the global template financial report. So that fields containing dissimilar data columns names but the same data could be easily matched up.  For example:

Global Template Column Head         Example Regional Report Column Header
     Narrative                                                         Description

Here we can see that the Global Template's "Narrative" column is equal to the Regional Report's "Description" column header field.

Now you may ask why not have everyone just populate the global standard template?  Well that's what we're moving towards but this will take some time.  In the meantime I need to away to consolidate these dissimilar regional reports into the global template.  I suppose I could use MS Access to accomplish this but since my user is familiar with MS Excel I wanted to explore doing it with that app first.

Question by:ShadowIT
    1 Comment
    LVL 27

    Accepted Solution

    Hi ShadowIT,

    I would create an indexing table that had just the layout you described above:  two columns with the left column listing  the Global template field names and the the right column listing the Regional template field names.  Think of this as analogous to describing relationships in Access.
    relationship table
    Then, you can use INDEX and MATCH functions to return the equivalent data.  Assuming that the Global and Regional templates are both laid out as data tables (i.e., field names on top, non-duplicate data, no gaps), the formula on the Global template to retrieve Regional data might look something like this:

    In this case, there is a sheet named "Relationships" that has the table shown above and a sheet called "Regional" that has the data to populate in the Global sheet.

    I've attached an example file that demonstrates this.  This could also work with external workbooks; just need to replace the "Regional" sections with the external workbook names/paths (easier to do if the Global and Regional workbooks are both open).

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