Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

MERGING SEVERAL TABS TOGETHER - 100+

iamviraj13
8 - Asteroid

Hi All,

I am attaching a file that has around 5 tabs as an example to merge. I have tried using Dynamic Input and have had success in merging 20-30 tabs together.

However, just wanted to see how can I merge more than 100 tabs all together? Sometimes the Dynamic Input gives a Schema error.

Any solution would be appreciated. Thanks!

18 REPLIES 18
iCFO
9 - Comet

Have you looked into this post?

 

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-To-Import-Multiple-Excel-Sheets...

 

I also sometimes use VBA to do things like splitting tabs to separate files, renaming tabs or combining tabs of the same schema to simplify multiple tab management.

 

https://www.exceltip.com/cells-ranges-rows-and-columns-in-vba/consolidatemerge-multiple-worksheets-i...

Maskell_Rascal
13 - Pulsar

Hi @iamviraj13 

 

Here is how you can do it. 

 

You'll first want to read in your Excel File to include the Full Path as a field and also only read in a list of sheet names. 

Maskell_Rascal_0-1631824819321.png

 

The use a Formula tool to create updated FileNames that include the full path and the sheet name. 

Maskell_Rascal_1-1631824892204.png

 

This will then be fed into a batch macro that will read in and combine all the tabs. 

Maskell_Rascal_2-1631825110085.png

 

The macro itself is configured for the needs of the sample file you provided, so the template it uses starts the data import on row 9 but can be changed if needed. You can also include the Full Path or File Name as a field, so you know which tab the data is coming from. 

 

Maskell_Rascal_3-1631825282696.png

 

Attached is a zipped copy of the sample workflow and the macro for you to try out. 

 

Let me know if this works for you. 

 

Cheers!

Phil

iCFO
9 - Comet

Great macro solution @Maskell_Rascal ! I am definitely going to be using this myself as well.

iamviraj13
8 - Asteroid

Thanks, @Maskell_Rascal for the detailed explanation.

Add
7 - Meteor

Slide 1: GCIB Due Diligence & Trackers

GCIB Due Diligence
• Strategic Discussions
• Ongoing collaboration to fulfill SIAI requirements for No Revenue & No Call Reporting.
• Salesforce Migration: Enterprise-wide transition leading to Navigator decommissioning.
• Nidhi Chopra & Abhishek Mandhana updated; Tech confirms decommissioning post Feb ’25.
• Due Diligence Processing
• 17 cases – Monthly Client Due Diligence for flagged discrepancies.
• 179 KYC Reviews – Completed for UK deals.
• 104 Global Economic Sanctions Due Diligence (DDQ) – Part of a 159-sample review.
• 70 KYC Reminders – Sent for US/Canada & LATAM regions.

Volume Split (Graph - Redesigned for Clarity)
• Clearly labeled bars with volume vs target volume distinction.
• Highlighted variance insights (if applicable).

Trackers for Teams
• KYC Team - QC Tracker (AML QC Tracker - Jan 2025)
• KYC Team - Ad hoc Tracker (AML KYC Update - Jan 2025)
• BSC Team - Governance Call (AML BSC Update - Jan 2025)

Slide 2: GCIB Analytics – KYC/AML Reporting & Analytics

GCIB & GM - Analytics
• Quarterly Review & Reporting: Client value assessment completed.
• France Home Base Remediation: Discussion initiated.
• Banker Level Dashboard Enhancement: ARM release for Bankers/COS managers.
• Task Assignment Tracker: Etask launched & integrated into production.
• RODB Migrations: Dan Burgess → Reshma Padhy & Walter Searcy.
• AIT Migration: AWARE to Lynx for Tableau & Service ID access.
• Remediation Reporting Enhancements: SP build included for France-based countries.
• Pending Remediation Updates:
• Ireland Baseline – Implemented.
• HRTC + Luxembourg + France FATF Remediation – 62 GCIs completed.
• FDIC, Government ID & France Grandfathering – Not started.
• Data Migration to Tableau: Excel reports being decommissioned (Target: Q1 2025).
• Key Reports Decommissioned (Jan 15, 2024):
• GCIB KYC Client Outreach 2023
• GCIB Daily COS Report 2023
• GM KYC Client Outreach Deck 2023
• GM Daily Executive Report 2023

Operational Updates
• 17 Reports in Production.
• Turnaround Time (TAT) met on all scheduled reports.
• SPI ID & Activity Mapping completed for GCIB Analytics.
• Associate Workload: @126 hours per associate per month as per GBS internal guidelines.

Team Utilization
• Team Summary (%):
• GCIB: 87%
• GM: 96%
• GCIB Due Diligence: 77%
• Associate Utilization (%): (Graph Updated for Better Readability)
• Top contributors highlighted.
• Key areas for optimization suggested.

Add
7 - Meteor

Slide 1: GCIB Due Diligence & Trackers

GCIB Due Diligence
• Strategic Discussions
• Ongoing collaboration to fulfill SIAI requirements for No Revenue & No Call Reporting.
• Salesforce Migration: Enterprise-wide transition leading to Navigator decommissioning.
• Nidhi Chopra & Abhishek Mandhana updated; Tech confirms decommissioning post Feb ’25.
• Due Diligence Processing
• 17 cases – Monthly Client Due Diligence for flagged discrepancies.
• 179 KYC Reviews – Completed for UK deals.
• 104 Global Economic Sanctions Due Diligence (DDQ) – Part of a 159-sample review.
• 70 KYC Reminders – Sent for US/Canada & LATAM regions.

Volume Split (Graph - Redesigned for Clarity)
• Clearly labeled bars with volume vs target volume distinction.
• Highlighted variance insights (if applicable).

Trackers for Teams
• KYC Team - QC Tracker (AML QC Tracker - Jan 2025)
• KYC Team - Ad hoc Tracker (AML KYC Update - Jan 2025)
• BSC Team - Governance Call (AML BSC Update - Jan 2025)

Slide 2: GCIB Analytics – KYC/AML Reporting & Analytics

GCIB & GM - Analytics
• Quarterly Review & Reporting: Client value assessment completed.
• France Home Base Remediation: Discussion initiated.
• Banker Level Dashboard Enhancement: ARM release for Bankers/COS managers.
• Task Assignment Tracker: Etask launched & integrated into production.
• RODB Migrations: Dan Burgess → Reshma Padhy & Walter Searcy.
• AIT Migration: AWARE to Lynx for Tableau & Service ID access.
• Remediation Reporting Enhancements: SP build included for France-based countries.
• Pending Remediation Updates:
• Ireland Baseline – Implemented.
• HRTC + Luxembourg + France FATF Remediation – 62 GCIs completed.
• FDIC, Government ID & France Grandfathering – Not started.
• Data Migration to Tableau: Excel reports being decommissioned (Target: Q1 2025).
• Key Reports Decommissioned (Jan 15, 2024):
• GCIB KYC Client Outreach 2023
• GCIB Daily COS Report 2023
• GM KYC Client Outreach Deck 2023
• GM Daily Executive Report 2023

Operational Updates
• 17 Reports in Production.
• Turnaround Time (TAT) met on all scheduled reports.
• SPI ID & Activity Mapping completed for GCIB Analytics.
• Associate Workload: @126 hours per associate per month as per GBS internal guidelines.

Add
7 - Meteor

Ty• 

Add
7 - Meteor

Slide 1: GCIB Due Diligence & Trackers
GCIB Due Diligence
• Strategic Discussions
• Ongoing collaboration to fulfill SIAI requirements for No Revenue & No Call Reporting.
• Salesforce Migration: Enterprise-wide transition leading to Navigator decommissioning.
• Nidhi Chopra & Abhishek Mandhana updated; Tech confirms decommissioning post Feb ’25.
• Due Diligence Processing
• 17 cases – Monthly Client Due Diligence for flagged discrepancies.
• 179 KYC Reviews – Completed for UK deals.
• 104 Global Economic Sanctions Due Diligence (DDQ) – Part of a 159-sample review.
• 70 KYC Reminders – Sent for US/Canada & LATAM regions.
Volume Split (Graph - Redesigned for Clarity)
• Clearly labeled bars with volume vs target volume distinction.
• Highlighted variance insights (if applicable).
Trackers for Teams
• KYC Team - QC Tracker (AML QC Tracker - Jan 2025)
• KYC Team - Ad hoc Tracker (AML KYC Update - Jan 2025)
• BSC Team - Governance Call (AML BSC Update - Jan 2025)

Add
7 - Meteor

Slide 1: GCIB Due Diligence & Trackers
GCIB Due Diligence
• Strategic Discussions
• Ongoing collaboration to fulfill SIAI requirements for No Revenue & No Call Reporting.
• Salesforce Migration: Enterprise-wide transition leading to Navigator decommissioning.
• Nidhi Chopra & Abhishek Mandhana updated; Tech confirms decommissioning post Feb ’25.
• Due Diligence Processing
• 17 cases – Monthly Client Due Diligence for flagged discrepancies.
• 179 KYC Reviews – Completed for UK deals.
• 104 Global Economic Sanctions Due Diligence (DDQ) – Part of a 159-sample review.
• 70 KYC Reminders – Sent for US/Canada & LATAM regions.

Labels
Top Solution Authors