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James Chen: Use Consistent Sheet Names

March 27, 2012 - by Bill Jelen

James Chen sends along this guest post. James is a member of the Excel Gurus group at LinkedIn.

More often than not we need to pull info from various worksheets in a workbook. If you use care to consistently name the worksheets, you can combine VLOOKUP with INDIRECT to pull data from different worksheets. This technique is a life and time saver.

Let’s say you have a sales sheet with various customers and you get a new worksheet every month. Be consistent in choosing a naming rule for the worksheets. For example, you could use Sales_Jan_2012, Sales_Feb_2012, Sales_Mar_2012. This is what I like to call uniform naming.

On a summary sheet, you want to lookup sales for customer XYZ from each monthly sheet. Say that you have true Excel dates for Jan 2012, Feb 2012, Mar 2012 in B3:D3. You have the customer name in A4. The structure of each monthly sales sheet is customer in A and sales in B. Try this formula:


How it works: the TEXT function formats the date in the format of Jan_2012. The ampersand is a concatenation operator, so you end up passing Sales_Jan_2012!$A:$B to the INDIRECT function. The function will dynamically look at a different worksheet based on the date in row 3.

This is especially useful when you have multiples upon multiples of uniform source data sheets that you need to pull from.

Bill Jelen is the author / co-author of
Excel Subtotals Straight to the Point

I used to use the Subtotals feature daily after downloading mainframe data. This book covers every tip and trick for using Subtotals.