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Batch Macros

Hi2023
8 - Asteroid

Help!

 

I have several excel files that have multiple tabs that I need to join but when I did dynamic input to pull all the tabs and excel files together, it said fields are not the same will be skipped. So, I read that I need to do a Batch Macro, I saw a few vids but need a little more help if this is the correct way.

 

8 excel files -multiple tabs within those excel sheets -the columns and tabs same. 

 

 

thanks

19 REPLIES 19
Felipe_Ribeir0
16 - Nebula

Hi @Hi2023 

 

Take a look at this point of the workflow with the browse tool and see which FileNames are there. 

Felipe_Ribeir0_0-1667851241083.png

 

Here what is happening, you have multiple filename/sheets as input on the left, and they will be one above the other as output on the right!

 

Felipe_Ribeir0_2-1667851398344.png

 

 

Hi2023
8 - Asteroid

ohhh, but I dont see all the columns from the other tabs- (Subject_Details, Account_Details, Item_details)?

and my mistake - I need data from the first 4 tabs from each excel doc. Case_Details, subject_Details, Account_Details, Item_detials

 

Can that be done?

 

thanks

 

 

Felipe_Ribeir0
16 - Nebula

Hi @Hi2023 

 

The names of the sheets that you want are the same for all files? Case_Details, subject_Details, Account_Details, Item_detials

 

Check out the attached version. You can control which sheets you want to import with this filter:

 

Felipe_Ribeir0_0-1667853740197.png

 

Hi2023
8 - Asteroid

THANK YOU SO MUCH!

Felipe_Ribeir0
16 - Nebula

No problem! Take a time to see what happens before/after each component of the workflow, soon you will be able to adapt it to any different situation :)

Hi2023
8 - Asteroid

Hi,

 

For each Excel report (total 8) each report has the date received as the when that report was generated

09.14.2022

09.21.2022

09.28.2022

10.05.2022

10.12.2022

10.19.2022

10.26.2022

11.02.2022

 

 

The control# seems to start over for each weekly report and  I am trying to find dups within each report and to look at & compare past weekly report for dups, the weekly reports need to be separated by date but joined together by 4 tabs within each report. Does this make sense?

 

 

Felipe_Ribeir0
16 - Nebula

Hi @Hi2023 

 

If i understood well your requirements, here it is.

 

This workflow will add the Referral_Received_Date for each excel file to all the tabs of that excel file.

Felipe_Ribeir0_0-1667907029851.png

 

Hi2023
8 - Asteroid

Thank you!!! You are so helpful! 🤗

 

 

 

 

Felipe_Ribeir0
16 - Nebula

Hi @Hi2023 

 

Yes :). You can do it like this:

 

Felipe_Ribeir0_0-1667922510995.png

 

Hi2023
8 - Asteroid

 

 

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