How to Combine and Merge Multiple Excel Files | Power Query | Office 365
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⏰ Timestamps ⏰
00:00 Intro
00:32 Example Overview
02:14 Combine Multiple Excel files with PowerQuery
5:03 Create PivotTable Report
5:58 Combine more Excel files
7:18 Outro
In this video, we’ll go through how to combine multiple #Excel files into one single file using #PowerQuery and produce a PivotTable report.
We'll go through how to combine monthly timesheets into one file and create a PivotTable report to get a holistic view of the data. Merging data from multiple Excel files can be a time-consuming and tedious task, but with PowerQuery, it can be done quickly and easily, with minimal effort. PowerQuery is an Excel feature that allows you to connect, combine, and transform data from one or more sources.
Here are the steps to follow:
Step 1: Before you can merge the files, you need to prepare the data in each file. In our example, we have monthly timesheets of employees, by department, each in a separate Excel file. Each file contains the following columns: Employee Name, Department, Week Ending, Regular Hours, Overtime Hours, and Total Hours. Make sure that the data in each file is in the same format and that the column headings are consistent across all of the files. It’s also important to ensure that the data is clean (e.g. no blank rows) and free of any errors.
Step 2: Open a new Excel workbook and go to the Data tab. Click on the From File option and select the From Folder option. This will allow you to connect to all the Excel files in a specific folder. Select the folder where the timesheets are stored and click on the Transform Data button. This will open the PowerQuery Editor, where you can combine and transform the data.
Step 3: In the PowerQuery Editor, you will see a list of all the Excel files in the selected folder. Filter for the Excel files then click the command to combine the files. Next, click on the Close & Load button and Close & Load To...
Step 4: Create a PivotTable report by selecting the PivotTable Report option to get a holistic view of the data. In the PivotTable Fields pane, drag and drop the Department field into the Rows area, the Week Ending field into the Columns area, and the Total Hours field into the Values area. This will give you a summary of the hours worked by the department for each month.
Step 5: If you add new timesheets to the folder, you can easily refresh the data in your merged file by right-clicking the PivotTable and clicking the Refresh command.
By using PowerQuery, you can save time and streamline your data analysis process. I hope you found this tutorial helpful and that you can use this for your own data analysis tasks.
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