Microsoft Office Forums

Go Back   Microsoft Office Forums > >

 
 
Thread Tools Display Modes
Prev Previous Post   Next Post Next
  #1  
Old 11-12-2016, 01:41 PM
markg2 markg2 is offline Possible to combine 3 different workbooks? Windows 7 64bit Possible to combine 3 different workbooks? Office 2016
Expert
Possible to combine 3 different workbooks?
 
Join Date: Nov 2009
Location: Evergreen, CO
Posts: 344
markg2 is on a distinguished road
Default Possible to combine 3 different workbooks?

Win10/Office 365/Excel 2016



I may be asking the question incorrectly so I'll explain--

I just downloaded 3 separate brokerage accounts from the same brokerage company (thus, the formatting of each book is the same). They are .csv files.

There are a number of equities that repeat (owned in) in more than one of the accounts (e.g. Apple shares are in workbook A, B and C). My object is to consolidate the 3 accounts/workbooks into one. After which, (and this is more a wish list sort of thing) add any instances of the same company that's listed more than once together as one listing for the total. The new solitary spreadsheet does not need to attribute ownership of any of the stocks to the various accounts. I just want a sheet that lists each company and the corresponding total # of shares. I then import the total csv file to my iOS Morningstar app.

I currently do this manually: copy workbook A to new workbook D, copy B to D, copy C to D then delete the repeated instances of a stock keeping one listing of the stock with the running total of shares.

Questions:
1. Is there a way to 'automatically' merge the 3 books (A, B, C) to the new D?

2. Is there a way for Excel to 'automatically' combine multiple instances of a particular stock found in the integrated D workbook into 1 stock and delete the other instances after the stock consolidation/addition?

Mark
Reply With Quote
 



Similar Threads
Thread Thread Starter Forum Replies Last Post
Possible to combine 3 different workbooks? How to look up data from one of two workbooks ColM1 Excel 2 09-10-2016 01:47 AM
Possible to combine 3 different workbooks? Some but not all Excel workbooks appear in taskbar ju severn Excel 2 08-18-2015 09:04 AM
Possible to combine 3 different workbooks? Vlookup multiple workbooks c123456 Excel 3 03-13-2015 12:59 PM
Office 2008 workbooks into Office 2011 workbooks nfotx Excel 0 12-07-2014 04:22 PM
PLEASE HELP in merging workbooks 07 Micheleg Excel 3 05-19-2014 07:52 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 10:32 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2025, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2025 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft