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Alteryx Designer Desktop Discussions

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

Macro for collating a particular sheet data

RajatRehria
8 - Asteroid

Hi guys i hope this query finds you well.

 

I have three files as of now (number of files may increase in future) suppose Fund A, Fund B and Fund C. Each file have multiple sheets but i need data from either of the two particular sheet say "P&L" sheet or 'Trial Bal" sheet. because some files (Funds) have P&L sheet while some have Trial Bal sheet.

 

The formatting of of P&L sheet and Trial Bal sheet data is almost similar in all the files, i just need to collate data of P&L sheet from all the files. Initially i am trying to pull all the files (Fund A, Fund B and Fund C) using directory tool but after that i am not able to create the macro i need.

 

Please help. Thanks.

1 REPLY 1
BS_THE_ANALYST
15 - Aurora
15 - Aurora

Hey @RajatRehria. It sounds like you're going to need a batch macro. You can import multiple excel files with multiple tabs/sheets. The schema doesn't have to be exactly the same either (which is a nice thing when using a batch macro).

I'd advise checking this post out: 
https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Knowledge-Base/Read-in-Multiple-Excel-File... 

Sounds like you'd need to think about adding a filter on at some stage in the workflow to remove the tabs/sheets that you don't want. 

 

If you attach dummy files, I'm happy to build out the macro.


All the best,

BS

 

All the best,
BS

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