Union UDF & Master List

The UNION function allows you to take multiple lists in an excel file with different orders of names and then put them into a common list. The union function allows you to put together financial statements with different titles in different years.  Using this method you can make the process of creating a historic database of financial statements easier. This page includes demonstrates how to use the function and includes technical documentation of the function. To access the UNION function you need the read pdf file open.  You can then copy the function into your file using the ALT F8 method as any UDF function.  The Read Pdf to Excel file can be downloaded by pressing the button below.  This page also covers reading data from the SEC website into excel for which you can use an alternative file.


Read PDF to Excel File that Allows you to Format Data After Copying from PDF File (Press Shift, Cntl, A)

Asian Version of Excel File the Reads PDF (or Internet) to Excel with Macros that are Implemented with SHIFT CNTL Afor

File with Macros that Format Data Copied into and Excel File from the U.S.Securities and Exchange Website

Using the Union Function to Put Together Financial Statements

Like many functions, the UNION function is an array function.  This means the output does not go into one cell but rather into a series of cells.  To operate the UNION function you should leave a long space and then select the long space.  After that, you begin typing the UNION function.  Then like with any function press the tab key.  After that, you can select multiple other columns (or rows) that will be combined into one single column,  At the end press the SHIFT, CNTL, ENTER sequence.

The second video demonstrates the VBA code that is used to create the UNION function.  This video is more technical and has various sort routined.


Technical Details of the Union Function

The insert below shows the code for creating the UNION Function.