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How to collate columns invoice

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[Music] welcome to Excel magic trick number 1495 hey were working on the same problem weve been working on the last few videos we got to see how to allocate invoice header amounts to a transaction line-item table and in this video we get to use power query this really should be called power query magic trick hey heres the fundamental problem weve been working on we have won two different transaction or fact tables this table stores the numbers at the invoice level or the header level shipping cost and invoice discount or for the entire invoice but an entire invoice is made up of multiple lines or multiple product recordings where we sold 21 quantity of Sunbelt eighty-eight of Crested Butte and so on and if our goal is to use some criteria or filter or dimension from the line item table on the numbers that exist in the header or invoice tables we have to figure out how to allocate these numbers down to the line level then were allowed to use whatever conditions or criteria filters

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How do you merge multiple columns in Excel and keep all data?

How to merge cells in Excel without losing data Select all the cells you want to combine. Make the column wide enough to fit the contents of all cells. On the Home tab, in the Editing group, click Fill Justify. Click Merge and Center or Merge Cells, depending on whether you want the merged text to be centered or not.

How do I stack columns together in Excel?

Solution Press Alt + F11 to bring up the VBA editor. Insert a new module in your workbook using the Insert menu option from the toolbar and clicking Module. Copy and paste this code. Go back to worksheet with data in it. Press Alt + F8 to bring the macro window. Select the Stackcols procedure and hit run.

How do I consolidate data in the same Excel spreadsheet?

On the Data tab, under Tools, click Consolidate. In the Function box, click the function that you want Excel to use to consolidate the data. In each source sheet, select your data, and then click Add. The file path is entered in All references.

How do I combine 3 columns of data in one column in Excel?

4:21 6:29 3 ways to merge columns in Excel into one - YouTube YouTube Start of suggested clip End of suggested clip Press ctrl + shift and arrow down at the same time. Then press ctrl + C or right-click on any cellMorePress ctrl + shift and arrow down at the same time. Then press ctrl + C or right-click on any cell of the column to copy the cells. Then right-click again and select the option to paste special choose

How do I consolidate columns in sheets?

On your computer, open a spreadsheet in Google Sheets. Select the rows, columns, or cells to merge. At the top, click Format. Merge cells, then select how you want your cells to be merged.

How does consolidate work in Excel?

Data Consolidation allows you to gather together your data from separate worksheets into a master worksheet. In other words, the Data Consolidation function takes data from a series of worksheets or workbooks and summaries it into a single worksheet that you can update easily.

How do I stack multiple columns into one?

Use Ampersand () to merge two cells in Excel Double-click the cell in which you want to put the combined data and type = Click a cell you want to combine, type , and click the other cell you wish to combine. Press Enter when you have selected all the cells you want to combine.

How do I consolidate columns into one?

How to concatenate (combine) multiple columns into one field in Excel Use the CONCATENATE function in column D: =CONCATENATE(A1,B1,C1). In the menu bar, select Insert, Function. Enter A1 in the text1 field, B1 in the text2 field, and C1 in the text3 field. Click OK. Copy and paste for as many records as needed.

How do you consolidate columns?

Combine data from 2 columns into 1 column Select the cell where you want to put the combined data. Type = and select the first cell you want to combine. Type and use quotation marks with a space enclosed. Select the next cell you want to combine and press enter. An example formula might be =A2 B2.

How do I consolidate invoices in Excel?

Step 1: Open all files (workbooks) that contain the data you want to consolidate. Step 2: Ensure the data is organized in the same way (see example below). Step 3: On the Data ribbons, select Data Tools and then Consolidate. Step 4: Select the method of consolidation (in our example, its Sum).

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