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Create a master spreadsheet with data from different sources
Create a master spreadsheet with data from different sources

Learn how to create a workflow to consolidates data

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over a month ago

Sheetgo is a powerful platform to create workflows for your team and your company's needs. You can use Sheetgo to create a master spreadsheet that will keep track of all relevant information from different teams and projects.

You have to transfer data from multiple spreadsheets and consolidate all the information into a single file, where each tab references a different spreadsheet.

To build this workflow, first you have to click New and select Blank workflow.

Then select Create an automation.

This workflow will consolidate data from multiple spreadsheets into a single file. To achieve that, under source, choose Multiple files.

Open your Cloud storage and select all the files with information to consolidate. After you select the files and the tabs, click Next step.

Next, when asked to Select a data processor, select Skip.

In this example, we won't use the merge feature because we are building a master spreadsheet. In it, tabs won't necessarily have matching structures because they hold information from different teams or projects.

Next, select the destination; since we want to consolidate data, we will choose the Google Sheet to transfer all the selected data into a single file.​

Next, name the new master spreadsheet and make sure the file will be saved in the right.

Since we are transferring data from multiple spreadsheets without using the merge option the data from each file will generate a new tab at the destination. By default the tabs will be named after the original source file name.

After you are done with your workflow set up click Finish and save.​

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