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Excel Combining data from multiple worksheets into a report

  1. #1
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    Excel Combining data from multiple worksheets into a report

    This is a sample of what I am trying to accomplish (file attached). I have information in one worksheet (called MasterList) and a second worksheet called (RecordList). I want to take information from MasterList and RecordList and combine them to produce a report (Results). Assume the user does not have access to MasterList or Results.

    The user would enter the UID in RecordList, which then populates information from MasterList. There can be multiple entries for each UID and there is no set number of entries (could be 1, could be 500)

    The user enters the UID into RecordList, which populates information from MasterList. The user then adds in the additional information into the fields.

    What I want is all the information from the Master List must be reported whether anything exists in RecordList or not. If there is information in the RecordList, display it and on a seperate line for each entry. Each UID then needs to be totalled (which can be done through pivot table later).

    How can I do this?
    Attached Files Attached Files

  2. #2
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    Re: Excel Combining data from multiple worksheets into a report

    Not sure how the fields: Report by and Report data figure in Results as these are not in MasterList, but would suggest that you explore Pivot table as a possible, easy? option. Here's the brief outlines if you're interested ...
    a. In MasterList, do a simple replication of the 4 source data cols A to D,
    with the exception that the UID field is repeated twice (for use in Data area)
    In E1: =A1
    Copy across to I1, fill down
    b. Create a pivot on the extended source data in cols A to I
    - Drag n drop the 1st 4 fields into the Page/Report Filter area
    - Drag n drop the next 4 fields into the Row area, set Subtotals to none for all the fields
    - Drag n drop UID3 into Data/Values area, set it to Count

    Then in the Page field options, the User can simply choose/select from the dropdowns for UID-Name-Owner-Start Date the desired filter combinations for the specific report
    ---------------------
    Any good? Wave it, click on the little star at the bottom left of my responses

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