Auto-merge multiple transaction ledgers in Excel
Hello,
Is it possible for Excel to auto-combine multiple ledgers into a single summary ledger?
For example, suppose you've got some number of transaction ledgers with the following column headings:
![Fig. 1]()
And suppose each account resides in its own worksheet and is identified by a 4-digit number (eg #1111, #2222, #3333, etc).
Is there a way to have an additional summary worksheet which displays transactions from all ledgers and auto-updates whenever additional or changed transactions are entered?
Note that the following summary screenshot includes an additional column to display 4-digit account numbers:
![Fig. 2]()
Thanks
Is it possible for Excel to auto-combine multiple ledgers into a single summary ledger?
For example, suppose you've got some number of transaction ledgers with the following column headings:
And suppose each account resides in its own worksheet and is identified by a 4-digit number (eg #1111, #2222, #3333, etc).
Is there a way to have an additional summary worksheet which displays transactions from all ledgers and auto-updates whenever additional or changed transactions are entered?
Note that the following summary screenshot includes an additional column to display 4-digit account numbers:
Thanks
Thanks for the responses.
Expert Comment by: Wayne Taylor (webtubbs)Wayne, I considered that option but it would involve frequent sorting and filtering and also multiple Balance columns — all doable but cumbersome and time-consuming.
…I'd be inclined to just have a single sheet with data from all accounts. To display data from a single account you could then apply a filter on the account number column.
Expert Comment by: Rob Henson How about a Pivot Table with multiple source tables??Time for confessions Rob. Despite hearing of Pivot Tables on occasion in the past, I've never really understood what they do nor how to create/use them. However, if this is a good scenario for creating a Pivot Table and if it will do what I'm after, then this is a great time to learn about it. Therefore, I'm going to close this thread and open a new one shortly with that question.