Have you ever thought about what will you do if you need to transfer data from one Excel worksheet to another automatically?
or how will you update one Excel worksheet from another sheet, copy data from one sheet to another in Excel?
Keeping knowledge of these things is very important mainly when you are working with a large-size Excel worksheet having lots of data in it.
If you don’t have any clue about this, then this blog will help you out. As in this post, we will discuss how to copy data from one cell to another in Excel automatically?
Also, learn how to automatically update one Excel worksheet from another sheet, transfer data from one Excel worksheet to another automatically, and many more things in detail.
So, just go through this blog carefully.
Practical Scenario
Okay, first I should mention that I’m a complete amateur when it comes to excel. No VBA or macro experience, so if you’re not sure whether I know something yet, I probably don’t.
I have a workbook with 6 worksheets inside; one of the sheets is a master; it’s simply the other 6 sheets compiled into 1 big one. I need to set it up so that any new data entered into the new separate sheets is automatically entered into the master sheet, in the first blank row.
The columns are not the same across all the sheets. Hopefully, this will be easier for the pros here than it’s been for me, I’ve been banging my head against the wall on this one. I’ll be checking this thread religiously, so if you need any more information just let me know…
Thanks in advance for any help.
Source: https://ccm.net/forum/affich-1019001-automatically-update-master-worksheet-from-other-worksheets
Methods To Transfer Data From One Excel Workbook To Another
There are many different ways to transfer data from one Excel workbook to another and they are as follows:
Method #1: Automatically Update One Excel Worksheet From Another Sheet
In MS Excel workbook, we can easily update the data by linking one worksheet to another. This link is known as a dynamic formula that transfers data from one Excel workbook to another automatically.
One Excel workbook is called the source worksheet, where this link carries the worksheet data automatically, and the other workbook is called the destination worksheet in which it automatically updates the worksheet data and contains the link formula.
The following are the two different points to link the Excel workbook data for the automatic updates.
1) With the use of Copy and Paste option
- In the source worksheet, select and copy the data that you want to link in another worksheet
- Now in the destination worksheet, Paste the data where you have linked the cell source worksheet
- After that choose the Paste Link menu from the Other Paste Options in the Excel workbook
- Save all your work from the source worksheet before closing it
2) Manually enter the formula
- Open your destination worksheet, tap to the cell that is having a link formula and put an equal sign (=) across it
- Now go to the source sheet and tap to the cell which is having data. press Enter from your keyboard and save your tasks.
Note- Always remember one thing that the format of the source worksheet and the destination worksheet both are the same.
Method #2: Update Excel Spreadsheet With Data From Another Spreadsheet
To update Excel spreadsheets with data from another spreadsheet, just follow the points given below which will be applicable for the Excel version 2019, 2016, 2013, 2010, 2007.
- At first, go to the Data menu
- Select Refresh All option
- Here you have to see that when or how the connection is refreshed
- Now click on any cell that contains the connected data
- Again in the Data menu, click on the arrow which is next to Refresh All option and select Connection Properties
- After that in the Usage menu, set the options that you want to change
- On the Usage tab, set any options you want to change.
Note – If the size of the Excel data workbook is large, then I will recommend checking the Enable background refresh menu on a regular basis.
Method #3: How To Copy Data From One Cell To Another In Excel Automatically
To copy data from one cell to another in Excel, just go through the following points given below:
- First, open the source worksheet and the destination worksheet.
- In the source worksheet, navigate to the sheet that you want to move or copy
- Now, click on the Home menu and choose the Format option
- Then, select the Move Or Copy Sheet from the Organize Sheets part
- After that, again in the Home menu choose the Format option in the cells group
- Here in the Move Or Copy dialog option, select the target sheet and Excel will only display the open worksheets in the list
- Else, if you want to copy the worksheet instead of moving, then kindly make a copy of the Excel workbook before
- Lastly, select the OK button to copy or move the targeted Excel spreadsheet.
Method #4: How To Copy Data From One Sheet To Another In Excel Using Formula
You can copy data from one sheet to another in Excel using formula. Here are the steps to be followed:
- For copy and paste the Excel cell in the present Excel worksheet, as for example; copy cell A1 to D5, you can just select the destination cell D5, then enter =A1 and press the Enter key to get the A1 value.
- For copying and pasting cells from one worksheet to another worksheet such as copy cell A1 of Sheet1 to D5 of Sheet2, please select the cell D5 in Sheet2, then enter =Sheet1!A1 and press the Enter key to obtain the value.
Method #5: Copy Data From One Excel Sheet To Another Using Macros
With the help of macros, you can copy data from one worksheet to another but before this here are some important tips that you must take care of:
- You should keep the file extension correctly in your Excel workbook.
- It’s not necessary that your spreadsheet should be macro enable for doing the task.
- The code that you choose can also be stored in a different worksheet.
- As the codes already specify the details, so there is no need to activate the Excel workbook or cells first.
- Thus, given below is the code for performing this task.
Sub OpenWorkbook()
‘Open a workbook
‘Open method requires full file path to be referenced.
Workbooks.Open “C:UsersusernameDocumentsNew Data.xlsx”‘Open method has additional parameters
‘Workbooks.Open(FileName, UpdateLinks, ReadOnly, Format, Password, WriteResPassword, IgnoreReadOnlyRecommended, Origin, Delimiter, Editable, Notify, Converter, AddToMru, Local, CorruptLoad)End Sub
Sub CloseWorkbook()
‘Close a workbook
Workbooks(“New Data.xlsx”).Close SaveChanges:=True
‘Close method has additional parameters
‘Workbooks.Close(SaveChanges, Filename, RouteWorkbook)End Sub
Recommended Solution: MS Excel Repair & Recovery Tool
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With the help of this tool, you can easily recover all lost data or corrupted Excel files also. This is a very useful software to get back all types of MS Excel files with ease.
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Steps to Utilize MS Excel Repair & Recovery Tool:
Conclusion:
Well, I tried my level best to provide the best possible ways to transfer data from one Excel worksheet to another automatically. So from now on, you don’t have to worry about how to copy data from one cell to another in Excel automatically.
I hope you are satisfied with the above methods provided to you about Excel worksheet update.
Thus, make proper use of them and in the future also if you want to know about this, you can take the help of the specified solutions.
Priyanka is an entrepreneur & content marketing expert. She writes tech blogs and has expertise in MS Office, Excel, and other tech subjects. Her distinctive art of presenting tech information in the easy-to-understand language is very impressive. When not writing, she loves unplanned travels.
Содержание
- Import or export text (.txt or .csv) files
- Import a text file by opening it in Excel
- Import a text file by connecting to it (Power Query)
- Export data to a text file by saving it
- Import a text file by connecting to it
- Export data to a text file by saving it
- Need more help?
- Transfer of data from one Excel table to another one
- The past special
- Transfer of data to another sheet
- Data transfer to another file
Import or export text (.txt or .csv) files
There are two ways to import data from a text file with Excel: you can open it in Excel, or you can import it as an external data range. To export data from Excel to a text file, use the Save As command and change the file type from the drop-down menu.
There are two commonly used text file formats:
Delimited text files (.txt), in which the TAB character (ASCII character code 009) typically separates each field of text.
Comma separated values text files (.csv), in which the comma character (,) typically separates each field of text.
You can change the separator character that is used in both delimited and .csv text files. This may be necessary to make sure that the import or export operation works the way that you want it to.
Note: You can import or export up to 1,048,576 rows and 16,384 columns.
Import a text file by opening it in Excel
You can open a text file that you created in another program as an Excel workbook by using the Open command. Opening a text file in Excel does not change the format of the file — you can see this in the Excel title bar, where the name of the file retains the text file name extension (for example, .txt or .csv).
Go to File > Open and browse to the location that contains the text file.
Select Text Files in the file type dropdown list in the Open dialog box.
Locate and double-click the text file that you want to open.
If the file is a text file (.txt), Excel starts the Import Text Wizard. When you are done with the steps, click Finish to complete the import operation. See Text Import Wizard for more information about delimiters and advanced options.
If the file is a .csv file, Excel automatically opens the text file and displays the data in a new workbook.
Note: When Excel opens a .csv file, it uses the current default data format settings to interpret how to import each column of data. If you want more flexibility in converting columns to different data formats, you can use the Import Text Wizard. For example, the format of a data column in the .csv file may be MDY, but Excel’s default data format is YMD, or you want to convert a column of numbers that contains leading zeros to text so you can preserve the leading zeros. To force Excel to run the Import Text Wizard, you can change the file name extension from .csv to .txt before you open it, or you can import a text file by connecting to it (for more information, see the following section).
Import a text file by connecting to it (Power Query)
You can import data from a text file into an existing worksheet.
On the Data tab, in the Get & Transform Data group, click From Text/CSV.
In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.
In the preview dialog box, you have several options:
Select Load if you want to load the data directly to a new worksheet.
Alternatively, select Load to if you want to load the data to a table, PivotTable/PivotChart, an existing/new Excel worksheet, or simply create a connection. You also have the choice of adding your data to the Data Model.
Select Transform Data if you want to load the data to Power Query, and edit it before bringing it to Excel.
If Excel doesn’t convert a particular column of data to the format that you want, then you can convert the data after you import it. For more information, see Convert numbers stored as text to numbers and Convert dates stored as text to dates.
Export data to a text file by saving it
You can convert an Excel worksheet to a text file by using the Save As command.
Go to File > Save As.
In the Save As dialog box, under Save as type box, choose the text file format for the worksheet; for example, click Text (Tab delimited) or CSV (Comma delimited).
Note: The different formats support different feature sets. For more information about the feature sets that are supported by the different text file formats, see File formats that are supported in Excel.
Browse to the location where you want to save the new text file, and then click Save.
A dialog box appears, reminding you that only the current worksheet will be saved to the new file. If you are certain that the current worksheet is the one that you want to save as a text file, click OK. You can save other worksheets as separate text files by repeating this procedure for each worksheet.
You may also see an alert below the ribbon that some features might be lost if you save the workbook in a CSV format.
For more information about saving files in other formats, see Save a workbook in another file format.
Import a text file by connecting to it
You can import data from a text file into an existing worksheet.
Click the cell where you want to put the data from the text file.
On the Data tab, in the Get External Data group, click From Text.
In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.
Follow the instructions in the Text Import Wizard. Click Help on any page of the Text Import Wizard for more information about using the wizard. When you are done with the steps in the wizard, click Finish to complete the import operation.
In the Import Data dialog box, do the following:
Under Where do you want to put the data?, do one of the following:
To return the data to the location that you selected, click Existing worksheet.
To return the data to the upper-left corner of a new worksheet, click New worksheet.
Optionally, click Properties to set refresh, formatting, and layout options for the imported data.
Excel puts the external data range in the location that you specify.
If Excel does not convert a column of data to the format that you want, you can convert the data after you import it. For more information, see Convert numbers stored as text to numbers and Convert dates stored as text to dates.
Export data to a text file by saving it
You can convert an Excel worksheet to a text file by using the Save As command.
Go to File > Save As.
The Save As dialog box appears.
In the Save as type box, choose the text file format for the worksheet.
For example, click Text (Tab delimited) or CSV (Comma delimited).
Note: The different formats support different feature sets. For more information about the feature sets that are supported by the different text file formats, see File formats that are supported in Excel.
Browse to the location where you want to save the new text file, and then click Save.
A dialog box appears, reminding you that only the current worksheet will be saved to the new file. If you are certain that the current worksheet is the one that you want to save as a text file, click OK. You can save other worksheets as separate text files by repeating this procedure for each worksheet.
A second dialog box appears, reminding you that your worksheet may contain features that are not supported by text file formats. If you are interested only in saving the worksheet data into the new text file, click Yes. If you are unsure and would like to know more about which Excel features are not supported by text file formats, click Help for more information.
For more information about saving files in other formats, see Save a workbook in another file format.
The way you change the delimiter when importing is different depending on how you import the text.
If you use Get & Transform Data > From Text/CSV, after you choose the text file and click Import, choose a character to use from the list under Delimiter. You can see the effect of your new choice immediately in the data preview, so you can be sure you make the choice you want before you proceed.
If you use the Text Import Wizard to import a text file, you can change the delimiter that is used for the import operation in Step 2 of the Text Import Wizard. In this step, you can also change the way that consecutive delimiters, such as consecutive quotation marks, are handled.
See Text Import Wizard for more information about delimiters and advanced options.
If you want to use a semi-colon as the default list separator when you Save As .csv, but need to limit the change to Excel, consider changing the default decimal separator to a comma — this forces Excel to use a semi-colon for the list separator. Obviously, this will also change the way decimal numbers are displayed, so also consider changing the Thousands separator to limit any confusion.
Clear Excel Options > Advanced > Editing options > Use system separators.
Set Decimal separator to , (a comma).
Set Thousands separator to . (a period).
When you save a workbook as a .csv file, the default list separator (delimiter) is a comma. You can change this to another separator character using Windows Region settings.
Caution: Changing the Windows setting will cause a global change on your computer, affecting all applications. To only change the delimiter for Excel, see Change the default list separator for saving files as text (.csv) in Excel.
In Microsoft Windows 10, right-click the Start button, and then click Settings.
Click Time & Language, and then click Region in the left panel.
In the main panel, under Regional settings, click Additional date, time, and regional settings.
Under Region, click Change date, time, or number formats.
In the Region dialog, on the Format tab, click Additional settings.
In the Customize Format dialog, on the Numbers tab, type a character to use as the new separator in the List separator box.
In Microsoft Windows, click the Start button, and then click Control Panel.
Under Clock, Language, and Region, click Change date, time, or number formats.
In the Region dialog, on the Format tab, click Additional settings.
In the Customize Format dialog, on the Numbers tab, type a character to use as the new separator in the List separator box.
Note: After you change the list separator character for your computer, all programs use the new character as a list separator. You can change the character back to the default character by following the same procedure.
Need more help?
You can always ask an expert in the Excel Tech Community or get support in the Answers community.
Источник
Transfer of data from one Excel table to another one
A table in Excel is a complex array with set of parameters. It can consist of values, text cells, formulas and be formatted in various ways (cells can have a certain alignment, color, text direction, special notes, etc.).
When you copy a table, sometimes you do not have to transfer all of its elements, but only some of its. Consider how this can be done.
The past special
It is very convenient to carry out the transfer of the data in the table using the past special. It allows you to select only those parameters that we need when copying. Let’s consider an example.
We have the table with the indicators for the presence of macaroni of certain brands in the warehouse of the store. It is clearly visible, how many kilograms were at the beginning of the month, how much of them were bought and sold, and also the balance at the end of the month. Two important columns are highlighted in different colors. The balance at the end of the month is calculated by the elementary formula.
We will try to use the PAST SPECIAL command and copy all the data.
First we select the existing table, right click the menu and click on COPY.
In the free cell, we call the menu again with the right button and press the PAST SPECIAL.
If we leave everything as is by default and just click OK, the table will be inserted completely, with all its parameters.
Let’s try to experiment. In the PAST SPECIAL we choose another item, for example, FORMULAS. We have already received an unformatted table, but with working formulas.
Now we will insert not the formulas, but only the VALUES of the results of calculations.
That a new table with values to get the appearance similar to the sample, you need to select it and insert the FORMATS using a special insert.
Now let’s try to choose the item WITHOUT FRAME. We got the full table, but only without the allocated borders.
The wholesome advice! To migrate the format along with the size of the columns, you need to select not the range of the source table, but the entire columns (in this case, the A: F range) before the copying.
Similarly, you can experiment with each item of the PAST SPECIAL to see clearly how it works.
Transfer of data to another sheet
Transferring data to other worksheets in the Excel workbook allows you to link multiple tables. This is convenient because when you replace a value on one sheet, the values change on all the others. When creating annual reports, this is an indispensable thing.
Consider how this works. For a start we rename Excel sheets in months. Then, with the helping of the PAST SPECIAL that we already know, we move the table to February and remove the values from the three columns:
- At the beginning of the month.
- The incoming.
- The expense.
The column «At the end of the month» is given by the formula, so when you delete values from the previous columns, it is automatically reset to zero.
We will transfer to the data on the remainder of macaroni of each brand from January to February. This is done in a couple of clicks.
- On the FEBRUARY sheet we place the cursor in the cell, indicating the amount of macaroni of grade A at the beginning of the month. You can see the picture above — this will be cell D3.
- We put in this cell to the sign EQUAL.
- Go to the JANUARY sheet and click on the cell showing the amount of macaroni of grade A at the end of the month (in this case it is cell F2).
We get the following: in the cell C2 the formula was formed, which sends us to the cell F2 of the JANUARY sheet. Stretch the formula down to know the amount of macaroni of each brand at the beginning of February.
Similarly, you can transfer the data to all months and get to the visual annual report.
Data transfer to another file
Similarly, you can transfer data from one file to another one. This book in our example is called EXCEL. Create another one and name it EXAMPLE.
Note. You can create new Excel files even in different folders. The program will automatically search for the specified book, regardless of which folder and on what drive of the computer it is located.
We copy in the book EXAMPLE to the table using the same PAST SPECIAL and again delete the values from the three columns. We will perform the same actions as in the previous paragraph, but we will not go to another sheet, but to another book only.
We have received to the new formula, which shows that the cell refers to the book EXCEL. And we see that the cell =[raports.xlsx]January!F2 looks like =[raports.xlsx]January!$F$2, i. e. it is fixed. And if we want to stretch to the formula in other brands of macaroni, first you need to remove the dollar badges for removing to the commit.
Now you know how to correctly transfer data from tables within one sheet, from one sheet to another, and from one file to another one.
Источник
A table in Excel is a complex array with set of parameters. It can consist of values, text cells, formulas and be formatted in various ways (cells can have a certain alignment, color, text direction, special notes, etc.).
When you copy a table, sometimes you do not have to transfer all of its elements, but only some of its. Consider how this can be done.
The past special
It is very convenient to carry out the transfer of the data in the table using the past special. It allows you to select only those parameters that we need when copying. Let’s consider an example.
We have the table with the indicators for the presence of macaroni of certain brands in the warehouse of the store. It is clearly visible, how many kilograms were at the beginning of the month, how much of them were bought and sold, and also the balance at the end of the month. Two important columns are highlighted in different colors. The balance at the end of the month is calculated by the elementary formula.
We will try to use the PAST SPECIAL command and copy all the data.
First we select the existing table, right click the menu and click on COPY.
In the free cell, we call the menu again with the right button and press the PAST SPECIAL.
If we leave everything as is by default and just click OK, the table will be inserted completely, with all its parameters.
Let’s try to experiment. In the PAST SPECIAL we choose another item, for example, FORMULAS. We have already received an unformatted table, but with working formulas.
Now we will insert not the formulas, but only the VALUES of the results of calculations.
That a new table with values to get the appearance similar to the sample, you need to select it and insert the FORMATS using a special insert.
Now let’s try to choose the item WITHOUT FRAME. We got the full table, but only without the allocated borders.
The wholesome advice! To migrate the format along with the size of the columns, you need to select not the range of the source table, but the entire columns (in this case, the A: F range) before the copying.
Similarly, you can experiment with each item of the PAST SPECIAL to see clearly how it works.
Transfer of data to another sheet
Transferring data to other worksheets in the Excel workbook allows you to link multiple tables. This is convenient because when you replace a value on one sheet, the values change on all the others. When creating annual reports, this is an indispensable thing.
Consider how this works. For a start we rename Excel sheets in months. Then, with the helping of the PAST SPECIAL that we already know, we move the table to February and remove the values from the three columns:
- At the beginning of the month.
- The incoming.
- The expense.
The column «At the end of the month» is given by the formula, so when you delete values from the previous columns, it is automatically reset to zero.
We will transfer to the data on the remainder of macaroni of each brand from January to February. This is done in a couple of clicks.
- On the FEBRUARY sheet we place the cursor in the cell, indicating the amount of macaroni of grade A at the beginning of the month. You can see the picture above — this will be cell D3.
- We put in this cell to the sign EQUAL.
- Go to the JANUARY sheet and click on the cell showing the amount of macaroni of grade A at the end of the month (in this case it is cell F2).
We get the following: in the cell C2 the formula was formed, which sends us to the cell F2 of the JANUARY sheet. Stretch the formula down to know the amount of macaroni of each brand at the beginning of February.
Similarly, you can transfer the data to all months and get to the visual annual report.
Data transfer to another file
Similarly, you can transfer data from one file to another one. This book in our example is called EXCEL. Create another one and name it EXAMPLE.
Note. You can create new Excel files even in different folders. The program will automatically search for the specified book, regardless of which folder and on what drive of the computer it is located.
We copy in the book EXAMPLE to the table using the same PAST SPECIAL and again delete the values from the three columns. We will perform the same actions as in the previous paragraph, but we will not go to another sheet, but to another book only.
We have received to the new formula, which shows that the cell refers to the book EXCEL. And we see that the cell =[raports.xlsx]January!F2 looks like =[raports.xlsx]January!$F$2, i. e. it is fixed. And if we want to stretch to the formula in other brands of macaroni, first you need to remove the dollar badges for removing to the commit.
Now you know how to correctly transfer data from tables within one sheet, from one sheet to another, and from one file to another one.
This article will teach you how to transfer data from one spreadsheet to another in Microsoft Excel if your copy and paste function is not working. The two methods presented will use a quick formula that you can apply to data present in the same Microsoft Excel file. This article will show you how to transfer data from one excel worksheet to another automatically.
How to transfer data from one spreadsheet to another?
For each example, consider that we have two sheets: Sheet 1 and Sheet 2, and we would like to transfer from cell A1 of Sheet 1 to cell B1 of Sheet 2.
-
Using the + symbol in Excel
- Start by selecting the target cell (in our case B1 of Sheet 2) and typing in the + symbol.
- Next, right-click the Sheet 1 label button to return to your data. Select cell A1 and then press Enter. Your data will be automatically copied into cell B1.
- If you performed the operation correctly, then upon selecting cell A1, you should have the following formula displayed in the formula bar: +Sheet1!A1.
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Using the +Sheet(X)!((XY) formula
The second method will make use of the +Sheet(X)!(XY) formula.
- Select the cell in which you want to swap the data and type
+Sheet(X)!(XY)
into the formula bar.
2. Using the conditions above, the formula +Sheet2!B21 will copy data from cell B21 of Sheet 2.
N.B. «X» stands for «sheet label;» and «XY» stands for the targeted cell coordinates.
Need more help with Excel? Check out our forum!
Abstract: This is the first tutorial in a series designed to get you acquainted and comfortable using Excel and its built-in data mash-up and analysis features. These tutorials build and refine an Excel workbook from scratch, build a data model, then create amazing interactive reports using Power View. The tutorials are designed to demonstrate Microsoft Business Intelligence features and capabilities in Excel, PivotTables, Power Pivot, and Power View.
Note: This article describes data models in Excel 2013. However, the same data modeling and Power Pivot features introduced in Excel 2013 also apply to Excel 2016.
In these tutorials you learn how to import and explore data in Excel, build and refine a data model using Power Pivot, and create interactive reports with Power View that you can publish, protect, and share.
The tutorials in this series are the following:
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Import Data into Excel 2013, and Create a Data Model
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Extend Data Model relationships using Excel, Power Pivot, and DAX
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Create Map-based Power View Reports
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Incorporate Internet Data, and Set Power View Report Defaults
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Power Pivot Help
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Create Amazing Power View Reports — Part 2
In this tutorial, you start with a blank Excel workbook.
The sections in this tutorial are the following:
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Import data from a database
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Import data from a spreadsheet
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Import data using copy and paste
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Create a relationship between imported data
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Checkpoint and Quiz
At the end of this tutorial is a quiz you can take to test your learning.
This tutorial series uses data describing Olympic Medals, hosting countries, and various Olympic sporting events. We suggest you go through each tutorial in order. Also, tutorials use Excel 2013 with Power Pivot enabled. For more information on Excel 2013, click here. For guidance on enabling Power Pivot, click here.
Import data from a database
We start this tutorial with a blank workbook. The goal in this section is to connect to an external data source, and import that data into Excel for further analysis.
Let’s start by downloading some data from the Internet. The data describes Olympic Medals, and is a Microsoft Access database.
-
Click the following links to download files we use during this tutorial series. Download each of the four files to a location that’s easily accessible, such as Downloads or My Documents, or to a new folder you create:
> OlympicMedals.accdb Access database
> OlympicSports.xlsx Excel workbook
> Population.xlsx Excel workbook
> DiscImage_table.xlsx Excel workbook -
In Excel 2013, open a blank workbook.
-
Click DATA > Get External Data > From Access. The ribbon adjusts dynamically based on the width of your workbook, so the commands on your ribbon may look slightly different from the following screens. The first screen shows the ribbon when a workbook is wide, the second image shows a workbook that has been resized to take up only a portion of the screen.
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Select the OlympicMedals.accdb file you downloaded and click Open. The following Select Table window appears, displaying the tables found in the database. Tables in a database are similar to worksheets or tables in Excel. Check the Enable selection of multiple tables box, and select all the tables. Then click OK.
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The Import Data window appears.
Note: Notice the checkbox at the bottom of the window that allows you to Add this data to the Data Model, shown in the following screen. A Data Model is created automatically when you import or work with two or more tables simultaneously. A Data Model integrates the tables, enabling extensive analysis using PivotTables, Power Pivot, and Power View. When you import tables from a database, the existing database relationships between those tables is used to create the Data Model in Excel. The Data Model is transparent in Excel, but you can view and modify it directly using the Power Pivot add-in. The Data Model is discussed in more detail later in this tutorial.
Select the PivotTable Report option, which imports the tables into Excel and prepares a PivotTable for analyzing the imported tables, and click OK.
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Once the data is imported, a PivotTable is created using the imported tables.
With the data imported into Excel, and the Data Model automatically created, you’re ready to explore the data.
Explore data using a PivotTable
Exploring imported data is easy using a PivotTable. In a PivotTable, you drag fields (similar to columns in Excel) from tables (like the tables you just imported from the Access database) into different areas of the PivotTable to adjust how it presents your data. A PivotTable has four areas: FILTERS, COLUMNS, ROWS, and VALUES.
It might take some experimenting to determine which area a field should be dragged to. You can drag as many or few fields from your tables as you like, until the PivotTable presents your data how you want to see it. Feel free to explore by dragging fields into different areas of the PivotTable; the underlying data is not affected when you arrange fields in a PivotTable.
Let’s explore the Olympic Medals data in the PivotTable, starting with Olympic medalists organized by discipline, medal type, and the athlete’s country or region.
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In PivotTable Fields, expand the Medals table by clicking the arrow beside it. Find the NOC_CountryRegion field in the expanded Medals table, and drag it to the COLUMNS area. NOC stands for National Olympic Committees, which is the organizational unit for a country or region.
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Next, from the Disciplines table, drag Discipline to the ROWS area.
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Let’s filter Disciplines to display only five sports: Archery, Diving, Fencing, Figure Skating, and Speed Skating. You can do this from within the PivotTable Fields area, or from the Row Labels filter in the PivotTable itself.
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Click anywhere in the PivotTable to ensure the Excel PivotTable is selected. In the PivotTable Fields list, where the Disciplines table is expanded, hover over its Discipline field and a dropdown arrow appears to the right of the field. Click the dropdown, click (Select All)to remove all selections, then scroll down and select Archery, Diving, Fencing, Figure Skating, and Speed Skating. Click OK.
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Or, in the Row Labels section of the PivotTable, click the dropdown next to Row Labels in the PivotTable, click (Select All) to remove all selections, then scroll down and select Archery, Diving, Fencing, Figure Skating, and Speed Skating. Click OK.
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In PivotTable Fields, from the Medals table, drag Medal to the VALUES area. Since Values must be numeric, Excel automatically changes Medal to Count of Medal.
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From the Medals table, select Medal again and drag it into the FILTERS area.
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Let’s filter the PivotTable to display only those countries or regions with more than 90 total medals. Here’s how.
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In the PivotTable, click the dropdown to the right of Column Labels.
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Select Value Filters and select Greater Than….
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Type 90 in the last field (on the right). Click OK.
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Your PivotTable looks like the following screen.
With little effort, you now have a basic PivotTable that includes fields from three different tables. What made this task so simple were the pre-existing relationships among the tables. Because table relationships existed in the source database, and because you imported all the tables in a single operation, Excel could recreate those table relationships in its Data Model.
But what if your data originates from different sources, or is imported at a later time? Typically, you can create relationships with new data based on matching columns. In the next step, you import additional tables, and learn how to create new relationships.
Import data from a spreadsheet
Now let’s import data from another source, this time from an existing workbook, then specify the relationships between our existing data and the new data. Relationships let you analyze collections of data in Excel, and create interesting and immersive visualizations from the data you import.
Let’s start by creating a blank worksheet, then import data from an Excel workbook.
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Insert a new Excel worksheet, and name it Sports.
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Browse to the folder that contains the downloaded sample data files, and open OlympicSports.xlsx.
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Select and copy the data in Sheet1. If you select a cell with data, such as cell A1, you can press Ctrl + A to select all adjacent data. Close the OlympicSports.xlsx workbook.
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On the Sports worksheet, place your cursor in cell A1 and paste the data.
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With the data still highlighted, press Ctrl + T to format the data as a table. You can also format the data as a table from the ribbon by selecting HOME > Format as Table. Since the data has headers, select My table has headers in the Create Table window that appears, as shown here.
Formatting the data as a table has many advantages. You can assign a name to a table, which makes it easy to identify. You can also establish relationships between tables, enabling exploration and analysis in PivotTables, Power Pivot, and Power View.
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Name the table. In TABLE TOOLS > DESIGN > Properties, locate the Table Name field and type Sports. The workbook looks like the following screen.
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Save the workbook.
Import data using copy and paste
Now that we’ve imported data from an Excel workbook, let’s import data from a table we find on a web page, or any other source from which we can copy and paste into Excel. In the following steps, you add the Olympic host cities from a table.
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Insert a new Excel worksheet, and name it Hosts.
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Select and copy the following table, including the table headers.
City |
NOC_CountryRegion |
Alpha-2 Code |
Edition |
Season |
Melbourne / Stockholm |
AUS |
AS |
1956 |
Summer |
Sydney |
AUS |
AS |
2000 |
Summer |
Innsbruck |
AUT |
AT |
1964 |
Winter |
Innsbruck |
AUT |
AT |
1976 |
Winter |
Antwerp |
BEL |
BE |
1920 |
Summer |
Antwerp |
BEL |
BE |
1920 |
Winter |
Montreal |
CAN |
CA |
1976 |
Summer |
Lake Placid |
CAN |
CA |
1980 |
Winter |
Calgary |
CAN |
CA |
1988 |
Winter |
St. Moritz |
SUI |
SZ |
1928 |
Winter |
St. Moritz |
SUI |
SZ |
1948 |
Winter |
Beijing |
CHN |
CH |
2008 |
Summer |
Berlin |
GER |
GM |
1936 |
Summer |
Garmisch-Partenkirchen |
GER |
GM |
1936 |
Winter |
Barcelona |
ESP |
SP |
1992 |
Summer |
Helsinki |
FIN |
FI |
1952 |
Summer |
Paris |
FRA |
FR |
1900 |
Summer |
Paris |
FRA |
FR |
1924 |
Summer |
Chamonix |
FRA |
FR |
1924 |
Winter |
Grenoble |
FRA |
FR |
1968 |
Winter |
Albertville |
FRA |
FR |
1992 |
Winter |
London |
GBR |
UK |
1908 |
Summer |
London |
GBR |
UK |
1908 |
Winter |
London |
GBR |
UK |
1948 |
Summer |
Munich |
GER |
DE |
1972 |
Summer |
Athens |
GRC |
GR |
2004 |
Summer |
Cortina d’Ampezzo |
ITA |
IT |
1956 |
Winter |
Rome |
ITA |
IT |
1960 |
Summer |
Turin |
ITA |
IT |
2006 |
Winter |
Tokyo |
JPN |
JA |
1964 |
Summer |
Sapporo |
JPN |
JA |
1972 |
Winter |
Nagano |
JPN |
JA |
1998 |
Winter |
Seoul |
KOR |
KS |
1988 |
Summer |
Mexico |
MEX |
MX |
1968 |
Summer |
Amsterdam |
NED |
NL |
1928 |
Summer |
Oslo |
NOR |
NO |
1952 |
Winter |
Lillehammer |
NOR |
NO |
1994 |
Winter |
Stockholm |
SWE |
SW |
1912 |
Summer |
St Louis |
USA |
US |
1904 |
Summer |
Los Angeles |
USA |
US |
1932 |
Summer |
Lake Placid |
USA |
US |
1932 |
Winter |
Squaw Valley |
USA |
US |
1960 |
Winter |
Moscow |
URS |
RU |
1980 |
Summer |
Los Angeles |
USA |
US |
1984 |
Summer |
Atlanta |
USA |
US |
1996 |
Summer |
Salt Lake City |
USA |
US |
2002 |
Winter |
Sarajevo |
YUG |
YU |
1984 |
Winter |
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In Excel, place your cursor in cell A1 of the Hosts worksheet and paste the data.
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Format the data as a table. As described earlier in this tutorial, you press Ctrl + T to format the data as a table, or from HOME > Format as Table. Since the data has headers, select My table has headers in the Create Table window that appears.
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Name the table. In TABLE TOOLS > DESIGN > Properties locate the Table Name field, and type Hosts.
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Select the Edition column, and from the HOME tab, format it as Number with 0 decimal places.
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Save the workbook. Your workbook looks like the following screen.
Now that you have an Excel workbook with tables, you can create relationships between them. Creating relationships between tables lets you mash up the data from the two tables.
Create a relationship between imported data
You can immediately begin using fields in your PivotTable from the imported tables. If Excel can’t determine how to incorporate a field into the PivotTable, a relationship must be established with the existing Data Model. In the following steps, you learn how to create a relationship between data you imported from different sources.
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On Sheet1, at the top ofPivotTable Fields, clickAll to view the complete list of available tables, as shown in the following screen.
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Scroll through the list to see the new tables you just added.
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Expand Sports and select Sport to add it to the PivotTable. Notice that Excel prompts you to create a relationship, as seen in the following screen.
This notification occurs because you used fields from a table that’s not part of the underlying Data Model. One way to add a table to the Data Model is to create a relationship to a table that’s already in the Data Model. To create the relationship, one of the tables must have a column of unique, non-repeated, values. In the sample data, the Disciplines table imported from the database contains a field with sports codes, called SportID. Those same sports codes are present as a field in the Excel data we imported. Let’s create the relationship.
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Click CREATE… in the highlighted PivotTable Fields area to open the Create Relationship dialog, as shown in the following screen.
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In Table, choose Disciplines from the drop down list.
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In Column (Foreign), choose SportID.
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In Related Table, choose Sports.
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In Related Column (Primary), choose SportID.
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Click OK.
The PivotTable changes to reflect the new relationship. But the PivotTable doesn’t look right quite yet, because of the ordering of fields in the ROWS area. Discipline is a subcategory of a given sport, but since we arranged Discipline above Sport in the ROWS area, it’s not organized properly. The following screen shows this unwanted ordering.
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In the ROWS area, move Sport above Discipline. That’s much better, and the PivotTable displays the data how you want to see it, as shown in the following screen.
Behind the scenes, Excel is building a Data Model that can be used throughout the workbook, in any PivotTable, PivotChart, in Power Pivot, or any Power View report. Table relationships are the basis of a Data Model, and what determine navigation and calculation paths.
In the next tutorial, Extend Data Model relationships using Excel 2013, Power Pivot, and DAX, you build on what you learned here, and step through extending the Data Model using a powerful and visual Excel add-in called Power Pivot. You also learn how to calculate columns in a table, and use that calculated column so that an otherwise unrelated table can be added to your Data Model.
Checkpoint and Quiz
Review What You’ve Learned
You now have an Excel workbook that includes a PivotTable accessing data in multiple tables, several of which you imported separately. You learned to import from a database, from another Excel workbook, and from copying data and pasting it into Excel.
To make the data work together, you had to create a table relationship that Excel used to correlate the rows. You also learned that having columns in one table that correlate to data in another table is essential for creating relationships, and for looking up related rows.
You’re ready for the next tutorial in this series. Here’s a link:
Extend Data Model relationships using Excel 2013, Power Pivot, and DAX
QUIZ
Want to see how well you remember what you learned? Here’s your chance. The following quiz highlights features, capabilities, or requirements you learned about in this tutorial. At the bottom of the page, you’ll find the answers. Good luck!
Question 1: Why is it important to convert imported data into tables?
A: You don’t have to convert them into tables, because all imported data is automatically turned into tables.
B: If you convert imported data into tables, they will be excluded from the Data Model. Only when they’re excluded from the Data Model are they available in PivotTables, Power Pivot, and Power View.
C: If you convert imported data into tables, they can be included in the Data Model, and be made available to PivotTables, Power Pivot, and Power View.
D: You cannot convert imported data into tables.
Question 2: Which of the following data sources can you import into Excel, and include in the Data Model?
A: Access Databases, and many other databases as well.
B: Existing Excel files.
C: Anything you can copy and paste into Excel and format as a table, including data tables in websites, documents, or anything else that can be pasted into Excel.
D: All of the above
Question 3: In a PivotTable, what happens when you reorder fields in the four PivotTable Fields areas?
A: Nothing – you cannot reorder fields once you place them in the PivotTable Fields areas.
B: The PivotTable format is changed to reflect the layout, but underlying data is unaffected.
C: The PivotTable format is changed to reflect the layout, and all underlying data is permanently changed.
D: The underlying data is changed, resulting in new data sets.
Question 4: When creating a relationship between tables, what is required?
A: Neither table can have any column that contains unique, non-repeated values.
B: One table must not be part of the Excel workbook.
C: The columns must not be converted to tables.
D: None of the above is correct.
Quiz Answers
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Correct answer: C
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Correct answer: D
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Correct answer: B
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Correct answer: D
Notes: Data and images in this tutorial series are based on the following:
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Olympics Dataset from Guardian News & Media Ltd.
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Flag images from CIA Factbook (cia.gov)
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Population data from The World Bank (worldbank.org)
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Olympic Sport Pictograms by Thadius856 and Parutakupiu
Excel can import and export many different file types aside from the standard .xslx format. If your data is shared between other programs, like a database, you may need to save data as a different file type or bring in files of a different file type.
Export Data
When you have data that needs to be transferred to another system, export it from Excel in a format that can be interpreted by other programs, such as a text or CSV file.
- Click the File tab.
- At the left, click Export.
- Click the Change File Type.
- Under Other File Types, select a file type.
- Text (Tab delimited): The cell data will be separated by a tab.
- CSV (Comma delimited): The cell data will be separated by a comma.
- Formatted Text (space delimited): The cell data will be separated by a space.
- Save as Another File Type: Select a different file type when the Save As dialog box appears.
The file type you select will depend on what type of file is required by the program that will consume the exported data.
- Click Save As.
- Specify where you want to save the file.
- Click Save.
A dialog box appears stating that some of the workbook features may be lost.
- Click Yes.
Import Data
Excel can import data from external data sources including other files, databases, or web pages.
- Click the Data tab on the Ribbon..
- Click the Get Data button.
Some data sources may require special security access, and the connection process can often be very complex. Enlist the help of your organization’s technical support staff for assistance.
- Select From File.
- Select From Text/CSV.
If you have data to import from Access, the web, or another source, select one of those options in the Get External Data group instead.
- Select the file you want to import.
- Click Import.
If, while importing external data, a security notice appears saying that it is connecting to an external source that may not be safe, click OK.
- Verify the preview looks correct.
Because we’ve specified the data is separated by commas, the delimiter is already set. If you need to change it, it can be done from this menu.
- Click Load.
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MS-Excel has one more advantage that not only the MS-Office other packages but also the outer packages can also bring data and can even send it, here we will discuss how to send data from MS-word and how to bring it to Excel.
Importing Data from MS-Word to Excel
Here we will discuss two ways the first one is simply copied and paste method through which data is imported to excel and the second is from the External source option in the Quick Access Toolbar.
Method 1: Simple Copy and Paste method for importing data to excel from word
- You can bring an MS-Word table of any data to the excel worksheet if you have prepared any table in Word. So you can bring that table to MS-Excel just like the way it is in Word if apart from the table there is certain text or without a table, the list is been formed then you can also put the type of text and list in Excel.
Data prepared in word
Excel Sheet where the data has to be imported
- From each Enter sign, there will be a new line starting in the worksheet.
The Green Rectangular Box is a selected area if you press Enter key the cursor will shift to the next line
- If you prepare a document while keeping these points in mind, so you can bring that part to the worksheet in excel, for this you use the copy and paste commands option from which you are familiar now.
All the copied actions are stored in the clipboard
- Assume that you have created a small list in MS-Word in which for separating fields you have used tabs.
For bringing the list from Word to Excel do the following things:
• Select the part you want to take to Excel.
This grey color is the selected content we want to copy and paste
• Now click on the copy button in the home tab clipboard part or click on the right button of the mouse for selecting a copy option.
• Start the Excel program and open the worksheet where you want to take data.
• You want to link the data to whatever cell click on that cell in the worksheet and select it.
• Now in the home tab Clipboard part click on the paste option or click on the mouse right button and now the data will link on the worksheet. If you have selected the A1 cell and given the paste command then the worksheet will work.
- By increasing the column length and Width you can read the whole data easily.
- You do this by taking the word table into excel and all the settings are just like that, you must do the practice on your own.
Method 2: Importing data to excel by using Get External Data Option
Now we will discuss another way of importing data to excel from word.
- Firstly, prepare content in a word and select.
- Then in the File menu select Save As option.
- The Save As dialogue box will appear below the file name the Save as type blank is there in that select the Plain Text option.
- The File Conversion dialogue box will be seen press ok.
- The data as a text file is saved.
- Now in the Excel sheet, the Get External Data option in the Data menu goes to From Access option and select the file you want to import to excel by pressing the open button.
- The text import wizard will appear, from there the brake lines will be seen you can separate it into the year and description and press the next button.
- Now import the data dialogue box will appear press ok and continue the process.
- Finally, the whole content will be copied to excel from word.
Transferring data from Excel to Word
Taking data from excel to word is again easy, in this, you do not need to worry about Tab and Enter key, in this you use the paste and copy option just like before.
- For practice, select the data you have created in an Excel sheet and copy the whole content by selecting it.
The cut line show that the content is selected for copying
- Once copied open MS-Word and put your cursor to the area where you want to paste the content copied from excel.
- Press paste command the whole content will be copied to word in a tabular form.