Tutorial
How to merge different Excel spreadsheets?
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The following example shows how different Excel spreadsheets can be merged with Synkronizer XL. The customer base data is merged with the customers' turnover.
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| 1. |
Open the two Excel files and verify that the spreadsheets contain a database structure (see also the user manual, chapter 2.1.2). In the example below you see the spreadsheet which (1) contains the customer data (Customers 2005-11-30.xls) listed on the left and (2) the file with the turnover data (Turnover.xls) on the right.
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| 2. |
The columns with identical data must contain identical headings (e.g. identification ID, phone no., etc.). This is important as Synkronizer can only link columns with identical headings. In our example we use the caption "Customer No."
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Start Synkronizer, open the two files and select the spreadsheets as databases.
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| 4. |
Click the section "Database" and select as primary key the column which shows the identification No. ID. In our example it is the column "Customer No.". In case the "1st key" field is empty, then the spreadsheets do not have identical headings.
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| 5. |
Select the tab "Compare" and select the action "Highlighter".
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| 6. |
The two spreadsheets are linked according to the primary key and are displayed vertically. With the menu command "Show / Update" -> "Update Master" -> "Added columns" the turnover data is transferred into the customer file.
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| 7. |
The spreadsheets are merged.
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