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Data Integration and Consolidation

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Page 1: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Data Integrationand

Consolidation

Page 2: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Create Folder at Drive C:

Name of folders to be created:• BMS-ALLOTMENT• BMS-UTILIZATION• BMS-PRIORYEARS• BMSAllData

C:\BMS-ALLOTMENTC:\BMS-UTILIZATIONC:\BMS-PRIORYEARSC:\BMSAllData

Page 3: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Exporting and keeping of Excel Files from each

Implementing Unit BMS

C:\BMS-PRIORYEARSC:\BMS-UTILIZATION

C:\BMSAllData

C:\BMS-ALLOTMENT

Page 4: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Step 1

Step 2

Step 3

Export data to Excel.

Step 4

Utilizations

Allotments

Prior Year’s

Page 5: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE AS to C:\BMS-UTILIZATION folder.Filename: Name of Division/School

Page 6: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE AS to C:\BMS-ALLOTMENT folder.Filename: Name of Division/School

Page 7: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE AS to C:\BMS-PRIORYEARS folder.Filename: Name of Division/School

Page 8: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Exported Excel FilesSaved at C:\BMS-UTILIZATION folder

Names of implementing units

including the division office proper

Page 9: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Exported Excel FilesSaved at C:\BMS-ALLOTMENT folder

Names of implementing units

including the division office proper

Page 10: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Exported Excel FilesSaved at C:\BMS-PRIORYEARS folder

Names of implementing units

including the division office proper

Page 11: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integration of Excel Files

C:\BMSAllData

Utilizations Allotments Prior Years

Page 12: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Three (3) Excel FilesIntegrator of all BMS excel files

Filenames:

Page 13: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-UTILIZATION folder

1. Open this excel file: Integrator – BMS-UTILIZATION

Click this button.

Page 14: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-UTILIZATION folder

Output:

Delete column A

Page 15: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-UTILIZATION folder

Output:

Insert row at first row (A1)

If you noticed, there is no heading. The next step is to copy the heading from one of exported excel files (C:\

BMS-UTILIZATION folder).

Page 16: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-UTILIZATION folder

Output:

Copy columns A1:T1 from one exported excel file and Paste here at A1

Page 17: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Format Column/Cells to Text Format

1. SelectColumn

Page 18: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE TOC:\BMSAllData folder

Output:

Save As to C:\BMSAllData folder. Use exactly this filename: tempTable

Page 19: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-ALLOTMENT folder

1. Open this excel file: Integrator – BMS-ALLOTMENT

Click this button.

Page 20: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-ALLOTMENT folder

Output:

Delete column A

Page 21: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-ALLOTMENT folder

Output:

Insert row at first row (A1)

If you noticed, there is no heading.The next step is to copy the heading from one of exported excel files (C:\

BMS-ALLOTMENT folder).

Page 22: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-ALLOTMENT folder

Output:

Insert row at first row (A1)

Page 23: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-ALLOTMENT folder

Output:

Copy columns A1:X1 from one exported excel file and Paste here at A1

Page 24: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Format Column/Cells to Text Format

1. SelectColumn

Page 25: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE TOC:\BMSAllData folder

Output:

Save As to C:\BMSAllData folder.Use exactly this filename: tblAllRAODataAnnexA1

Page 26: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-PRIORYEARS folder

1. Open this excel file: Integrator – BMS-PRIORYEARS

Click this button.

Page 27: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-PRIORYEARS folder

Output:

Delete column A

Page 28: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-PRIORYEARS folder

Output:The next step is to copy heading from

one of exported excel files from (C:\BMS-PRIORYEARS folder).

Insert row at first row (A1)

Page 29: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-PRIORYEARS folder

Output:

Insert row at first row (A1)

Page 30: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Integrate data fromC:\BMS-PRIORYEARS folder

Output:

Paste heading here at A1

Page 31: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

SAVE TOC:\BMSAllData folder

Output:

Save As to C:\BMSAllData folder.Use exactly this filename:

PriorYearObligation

Page 32: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Contents ofC:\BMSAllData folder

1. tblAllRAODataAnnexA12. tempTable3. PriorYearObligation

Page 33: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

CONSOLIDATEDATA

Page 34: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Consolidate Data

1. Open this Access file: Consolidator Access File

Page 35: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Preview/Print Reports

Page 36: Data Integration and Consolidation. Create Folder at Drive C: Name of folders to be created: BMS-ALLOTMENT BMS-UTILIZATION BMS-PRIORYEARS BMSAllData Name

Thank you!