Assist Pro+ / Audit and Analysis

Summarize Sheets

Extracts specified ranges from each worksheet and compiles them into a master summary sheet.

Where to find it

Follow the ribbon path.

Assist Pro + → Audit and Analysis → Data Checker → Summarize Sheets

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open the relevant transaction listing or financial-data range and check that dates, amounts and headers are correctly typed. On Assist Pro + › Audit and Analysis › Data Checker, choose Summarize Sheets to extracts specified ranges from each worksheet and compiles them into a master summary sheet. Check the result and confirm that it applies to your intended workbook.

Best use case

Combining selected information across many worksheets into one overview.

Everyday Excel

Speeds quality checks of operational lists and reports when you need to extract specified ranges from each worksheet and compiles them into a master summary sheet.

Accounting and audit

Reduces manual general-ledger scanning and exception testing when you need to extract specified ranges from each worksheet and compiles them into a master summary sheet.