How to Create a Summary Sheet in Excel (4 Easy Ways)

Consider an Excel workbook that contains 4 worksheets named Level-1, Level-2, Level-3 and Level-4, respectively. Each worksheet contains a dataset (B4:E9) that has the Marks of a student in different Subjects for 3 Terms. We will show 4 quick methods to create a summary sheet of these worksheets.

how to create a summary sheet in excel


Method 1 – Create a Summary Sheet Using Automatic Update from the Group Sheet Feature

Let’s calculate the total marks of Math, Physics, Chemistry, and Economics at all 4 levels.

Steps:

  • Open a new worksheet and create a dataset (B4:C7) like the screenshot below.
  • Select the cell next to the cell of Total Marks for Math.
  • Go to the Home tab.

Create a Summary Sheet Using Automatic Update Group Sheet Technique

  • Go to the Editing group and click on the AutoSum option.

  • The SUM function will automatically appear in the cell just like the screenshot below.

  • Go to the Level-1 sheet tab, hold the Shift key, and click on the Level-4 sheet tab.

  • Consequently, all the worksheets from Level-1 to Level-4 will be selected. We can also see the selection in the Formula Bar of the screenshot below.

Create a Summary Sheet Using Automatic Update Group Sheet Technique

  • Select the cell range C5:E5. See the Formula Bar of the screenshot below.

Create a Summary Sheet Using Automatic Update Group Sheet Technique

  • Hit Enter to get the result.

  • Drag the fill handle to find the summation of the rest of the Subjects.

  • We can see all the summations in the screenshot below.

  • Change the Marks of Math of Term 1 to 90 to see if it automatically updates the summation.

Create a Summary Sheet Using Automatic Update Group Sheet Technique

  • We can see that the summation is also updated to 1,059.

Read More: How to Group and Summarize Data in Excel


Method 2 – Insert Excel VBA to Form a Summary Sheet with Hyperlinks

Steps:

  • Create a new worksheet and select a blank cell (B4) in it.

Insert Excel VBA to Form a Summary Sheet with Hyperlinks

  • Go to the Developer tab.
  • Go to the Code group and click on Visual Basic.

  • When the Microsoft Visual Basic for Applications window appears, go to Insert and select Module.

Insert Excel VBA to Form a Summary Sheet with Hyperlinks

  • Insert the following code in the code window:
Sub SummarySheet()
Dim s As Worksheet
Dim c As Range
For Each s In ActiveWorkbook.Worksheets
If ActiveSheet.Name <> s.Name Then
ActiveCell.Hyperlinks.Add Anchor:=Selection, Address:="", SubAddress:= _
"'" & s.Name & "'" & "!A1", TextToDisplay:=s.Name
ActiveCell.Offset(1, 0).Select
End If
Next s
End Sub

  • Go to Run and select Run Sub/UserForm.

Insert Excel VBA to Form a Summary Sheet with Hyperlinks

  • The hyperlinks of all the worksheets of the Excel workbook will be added to the desired worksheet. By clicking on any hyperlink, Excel will jump to that sheet.


Method 3 – Prepare a Summary Sheet Using the Consolidation Tool

Steps:

  • Select a blank cell (C4) in a new worksheet.
  • Go to the Data tab.

Prepare a Summary Sheet Using Excel Consolidation Tool

  • Go to the Data Tools group and select the Consolidate option.

  • A Consolidate window will pop up. If you want the sum of the values of the worksheets, select Sum from the Function dropdown. Use other functions as necessary.
  • Select the Reference box.

Prepare a Summary Sheet Using Excel Consolidation Tool

  • Click on the Level-1 sheet tab and select cell C5.

  • The reference of the cell will be added to the Reference box.
  • Click on Add, and the reference will be inserted in the All references box.

  • Click on the Level-2 sheet tab and we will see that the cell (C5) that we previously added is already selected.

  • Go to the Consolidate window again and add this cell reference as well.
  • Repeat for all other references you need.
  • Check Create links to source data to automatically update any change of the source data.
  • Click on OK.

Prepare a Summary Sheet Using Excel Consolidation Tool

  • This sums up values from multiple worksheets.

Read More: How to Make Summary in Excel From Different Sheets


Method 4 – Use an Excel Pivot Table to Summarize Multiple Worksheets

Steps:

  • Select a blank cell (B4) in a new worksheet.

Apply Excel Pivot Table Feature to Summarize Multiple Worksheets

  • Go to the Insert tab and click on PivotTable.
  • Select From Table/Range from the dropdown.

  • A window named PivotTable from table or range will open. Go to the Table/Range box.

  • Select the desired table.

Apply Excel Pivot Table Feature to Summarize Multiple Worksheets

  • The reference of the table will be added to the Table/Range box.
  • Choose the Existing Worksheet and check the Location of the table in the worksheet.
  • Click on the OK button.

  • We will see a Pivot Table area and a section named PivotTable Fields in the worksheet.

  • Select the column headings of the table that you want to insert here. For example, we selected Subject, Term 1, and Term 2.

  • We will see the contents of the column headings and also the summation of the values in each column. The Pivot Table feature has automatically calculated the summation.

  • If you want the average of the column values, select the cell (C10).
  • Go to the PivotTable Fields section on the right side of the sheet.
  • Go to Values and click on the dropdown arrow of the heading.

Apply Excel Pivot Table Feature to Summarize Multiple Worksheets

  • Click on Value Field Settings.

  • The Value Field Settings window will open up. Go to Summarize value field by and select Average.
  • Click OK.

  • This finds the Average of the column.

Read More: How to Summarize Data Without Pivot Table in Excel


Download the Practice Workbook

Download the practice workbook from here.


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Sagufta Tarannum
Sagufta Tarannum

Sagufta Tarannum, holding a BSc in Naval Architecture & Engineering from Bangladesh University of Engineering and Technology, contributes significantly as an Excel & VBA Content Developer at ExcelDemy. Fueled by a deep interest in research and innovation, she actively engages with Excel. In her role, Sagufta not only skillfully addresses challenging issues but also demonstrates enthusiasm and expertise in gracefully navigating intricate situations, underscoring her unwavering commitment to consistently delivering exceptional content. Her interests are Advanced... Read Full Bio

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