3D Formulas: How To Create Cross-Sheet Formulas

# 3D Formulas: How To Create Cross-Sheet Formulas

**AUTHOR: JASON MORRELL **

**In this short post, I show you a smart way to shorten a formula that collects data from a number of worksheets or workbooks.**

**Here's what is covered:**

**FEATURE DOWNLOAD**

Grab the free **3D Formulas** cheat sheet

## 1. Why are 3D Formulas useful?

3D formulas are **simpler** than regular formulas, **take less time to create** than regular formulas and are **less prone to errors**. What’s not to like?

For example, let’s say you need to create a summary sheet which will calculate the total monthly figures for the six months between January and June.

Here is a snapshot of the 6 monthly worksheets, name Jan, Feb, Mar, Apr, May and Jun.

You’ll notice that each sheet has exactly the same format and it’s showing the total sales for 4 Australian states.

## 2. Most people don’t use 3D formulas

What most people would do, and it’s actually the longest and the slowest way of doing things, is to start a formula in cell B2 like:

###### =SUM(

then go to each month’s worksheet in turn and click cell **B2** and separating each cell reference with a comma. Add the closing bracket at the end and you finish with this formula:

###### =SUM(Jan!B2, Feb!B2, Mar!B2, Apr!B2, May!B2, Jun!B2)

It works. But imagine you had 20 sheets to process, rather than just 6! You would spend half the day collecting cell references and you would probably make a mistake or two along the way!

Here’s a smarter way to get the job done.

## 3. How to create 3D formulas in Excel

Start the formula in the same way.

###### =SUM(

then …

1. Click the **Jan** sheet to select it.

2. Hold down the **SHIFT** key.

3. Click the **Jun** sheet. Every sheet between **Jan** and **Jun** is now selected.

4. Click cell **B2**.

5. Type a closing bracket.

6. Don’t press Enter just yet. There is one final step you must do.

At this point your formula will look like this:

###### =SUM(Jan:Jun!$B$2)

The cell reference is absolute (which means ‘fixed’). That’s what the dollar signs in the formula do.

To enable us to AutoFill the formula to the rest of the table, we must first make the cell reference ‘relative’ (‘unfixed’) by removing the dollar signs. One way is to manually delete the dollar signs but you can also tap the **F4** key 3 times until the dollar signs are gone.

The formula is now:

###### =SUM(Jan:Jun!B2)

This means that when we AutoFill down, the cell beneath will say

###### =SUM(Jan:Jun!B3)

and the cell beneath that

###### =SUM(Jan:Jun!B4)

and so on.

Now that the formula in cell **B2** is relative, you can AutoFill down to copy the formula.

Most people stop there. But one quick thing I want to mention here is that AutoFill copies any manual formatting as well as the formulas, so at some later stage you may have to come back to fix the formatting.

Good news! It doesn’t have to be that way.

As soon as you do the AutoFill, click the **AutoFill Options** smart icon (which appears on the bottom right corner of the selected cells) and choose Fill Without Formatting.

When you choose **Fill Without Formatting** it's like telling Excel “just copy my formulas down but don’t touch my formatting”.

**TIP**: If you have used the ‘**Format As Table**’ feature, you won’t have any issues with using AutoFill because Excel takes care of all the formatting for you.

So there you have it.

3D formulas.

Easy to set up and super-efficient.

## 4. Watch the video (over the shoulder demo)

## 5. What next?

**Please feel free to post any questions you have into the comments below. And before you leave this page, I want to give you one quick little action item! **

**ACTION ITEM: Comment below with ONE thing you picked up from this post and share how it has helped, or will help, you. It's good to share your successes because it encourages others and provides an instant boost.**

Enjoy the rest of your day!

About the author

Jason Morrell

Jason loves to simplify the hard stuff, cut the fluff and share what actually works. Things that make a difference. Things that slash hours from your daily work tasks. He runs a software training business in Queensland, Australia, lives on the Gold Coast with his wife and 4 kids and often talks about himself in the third person!

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