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Microsoft Excel In 3-D!

Excel 3-D formulas are great for workbooks that ‘roll up’ individual worksheets, but they require a bit of care in setting up and maintaining.

In the sample workbook there are four regions that report their expenses individually. A summary sheet rolls up all of the regions into a corporate total. Typical formulas for the rollup sheet look like:

=North!B3+South!B3+East!B3+West!B3

=North!B4+South!B4+East!B4+West!B4


Entering these formulas into a large number of cells is very tedious and prone to error. You can use AutoFill to help out, but for a lot of discontinuous cells or a number of different formulas (sum, average, etc…) AutoFill is little help.

You can use a 3-D formula to make the workbook easier to set up and easier to maintain in the long run. Go to the cell on the summary sheet that is to roll up all of your sheets and type =SUM(

Look down at the worksheet tabs and click on the tab for the first sheet you want to roll up, and then HOLD DOWN THE SHIFT KEY and click on the last worksheet tab. You should see that all of the tabs are highlighted as in in the image.



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Finally, click in the cell that contains the information to be summed and hit return. Note that the cell must be in the same place on each of the regional sheets! If you view the formula that has been entered, you’ll see the following:

=SUM(North:West!B4)


What this tells you is that cell B4, and only B4 is being summed on the worksheets from North to West.

Not to belabor the point, but take a careful look at all of the individual sheets that are to be rolled up and make sure that no one region has added or subtracted any rows or columns. The addition of rows or columns must take place on all sheets. For instance, if a row containing union dues is required in the North region, include the row in the other regions too, just leave the amounts blank.

After you have used 3-D formulas for a while, you’ll get comfortable with the syntax and you can type the formula directly into the cell like =AVERAGE(North:West!B12) or even use 3-D named ranges to refer to a group of cells on different worksheets. See Excel help under 3D reference.
 

References

Journal of Accountancy Articles

Tweaking The Numbers

Block That Spreadsheet Error

Excel Security Issues


 

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