Editing and updating consolidations

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Editing and updating consolidations

Whenever you perform a consolidation using the command Data consolidation, PlanMaker remembers each setting that you made in the "Consolidate" dialog (separately for each worksheet).

This allows you to use this command again anytime, change some settings if required, and run the consolidation again.

Tip: The settings are even saved in the document, so PlanMaker will remember them the next time you open the document. (Little restriction: The target range is not saved in xls files, since this file format does not support it. But it works for xlsx files, pmd files and pmdx files.)

Changing the settings of a consolidation and executing it again

To change the settings of a consolidation and then insert its updated results again, proceed as follows:

1.Choose the ribbon command Data | group Analyze | Data consolidation data_consol_icon.
2.Change the settings of the consolidation at will. You can even add new source ranges or remove existing ones.
3.Click on Apply to confirm your changes and update the results.

The consolidation in the current worksheet is now performed again, and its updated results are inserted into the target range. Existing data will be overwritten.

Updating the results of a consolidation

If you just want to update the results of a consolidation (without changing any settings), proceed as follows:

1.Choose the ribbon command Data | group Analyze | Data consolidation data_consol_icon.
2.Click on Apply to confirm your changes and update the results.

The consolidation in the current worksheet is now performed again, with the same settings as before.