Webinar: Excel Data Combination and Consolidation

WK267  |  Partner Virtual Events  |  Intermediate  |  Scheduled


Combining data from multiple sheets or workbooks is daily fare for most accountants, yet many professionals do not fully appreciate the breadth of Excel options available for accomplishing this task. From simple sum-through formulas to auto-merging workbooks to consolidation PivotTables, this session comprehensively covers the full range of Excel data consolidation functionality. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.


Number of Credits Type of Credits
2 Other


Basic working knowledge of Excel


Using Excel's SUM function to simplify the sum-through formula building process Adding or removing worksheets from a sum-through total Working with Excel's Data Consolidate function to consolidate data by position or category Building sum-through formulas with wildcard characters Using PivotTables to consolidate data in the same workbook or multiple workbooks


Upon completing this course, you should be able to:

  • Differentiate the advantages and disadvantages of using the SUM function to produce sum-through formulas as compared to simple arithmetic formulas
  • Implement dummy end-point worksheets or columns to simplify the data consolidation process and reduce errors
  • Identify situations where wild-card characters may be used effectively in combining data from multiple worksheets
  • Differentiate between using Data Consolidation by position and by category
  • Use consolidation PivotTables to combine data from multiple worksheets and/or multiple workbooks




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
Your Price: $79.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to December 19, 2017.


Lawrence McClelland, MBA, JD

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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