Friday, July 22, 2011

How to Merge Two Excel Workbooks Into One


1. Save your original file as a shared file. With the workbook open, Under 'Tools' select 'Share Workbook.' Check the 'Allow Changes' box, then click the 'Advanced' option. Input the number of days you'd like to allow track changes for. It's a good idea to set this for several days after you plan to merge the two workbooks or meet with the individual(s) in charge of the other workbooks, in case you need to make additional changes at that time. Click 'OK.' Save when prompted.
2. Create a copy of the original workbook. Under 'File' select 'Save As' and give the new workbook a different title. For example, you might append the file name using the employee in charge of the new workbook.
3. When you are ready to merge the two workbooks, open the original workbook (saved to your desktop or some other location). Under 'Tools' select 'Merge Workbooks.' In the pop up window, select the workbook to be merged. At this point, the new workbook should be accessible (either uploaded to your desktop from an email or located in a shared drive folder). Save when prompted.
4. Repeat Step 3 for each additional file you wish to merge, saving when prompted.

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