Consolidating identical data sets from two companies

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j_balsinek
Posts: 1
Joined: Fri Sep 06, 2019 9:14 am

Consolidating identical data sets from two companies

Postby j_balsinek » Fri Sep 06, 2019 9:29 am

Hi everyone,

I'm new to this forum and hoping to get help with an issue I've been trying to resolve for the best part of today.

The company I work has two entities with separate sets of accounting books in QuickBooks, the US-based accounting software. I'm trying to combine identical data sets from the two companies in a data model in PowerPivot to analyse it in a single pivot table. For example, I'd like to combine the sales invoices from both companies and look at the consolidated sales data. I'm using ODBC to pull the QuickBooks invoice data into Excel. Since the two data sets from the two companies have the exact same columns (date, invoice number, customer, amount etc.) and I cannot create direct relationships between them, I'm assuming I have to create another table to link them together. However, I haven't bee able to figure out how exactly to do this and what to as the key.

This seems like an obvious and common issue, yet I haven't able to make it work despite having spent a few hours researching solutions on the web. I'm starting to doubt if PowerPivot is even a suitable tool for this.

Any help would be greatly appreciated.

Jonny1010101010
Posts: 19
Joined: Wed Oct 17, 2018 5:23 am

Re: Consolidating identical data sets from two companies

Postby Jonny1010101010 » Mon Sep 09, 2019 10:00 pm

Hi,

Would you have a set of dummy information in the format you receive these reports so we can take a look? Remember not to share anything confidential.

Thanks, Jonny :D


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