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

To merge the books you can use this addin http://www.rondebruin.nl/win/addins/rdbmerge.htm
or code you can find at http://www.rondebruin.nl/win/section3.htm
Don't worry, it's safe !
Then a Pivot Table might perhaps help to consolidate?

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Thanks!

The merge worked like a charm and saves me a ton of drudge work going forward.

Do I presume that you not answering the second ? of my post is because it either can't be done or doing so would be more difficult (for a non coder) than manually adding the equities of the same name?

Mark

A Pivot Table as suggested?

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Ah, a pivot table. A concept I've read about in passing over the years and have zero understanding of its purpose and use (hence, my passing over your previous mention of same).

I'm not looking for you to be my personal tutor--you've already been great.

I'd just like a link to what you would consider to be a concise and clear explanation (I've gotten befuddled too many times by 'explanations' written by engineers <g>).

Thanks,

Mark

One of many
http://contextures.com/CreatePivotTable.html

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