(It just returns the first file when we’re working with Excel files.) So this is where we need to resort to our function. Now, normally we’d be tempted to click the double arrows beside the Content header to combine them all… but that doesn’t work here. You’ll now end up in the Query Editor and be staring at this:
#Excel how to merge workbooks code
That’s all the code editing you need to do. When we do, the lead three lines should look like this: The second part is that we want to replace the entire hard coded file path highlighted in yellow in the image above – including the quotes – with the name of our variable. And the “filepath” is the name of a parameter that we want to pass to the function. The ()=> indicate to Power Query that this is a function, not a regular query. Okay, now follow carefully: Right before the let statement at the very beginning, type: When we do, we’ll see code similar to this, with the highlighted portion being the most important part: To begin, while still in the Power Query editor, we need to go to the View tab and click Advanced Editor. Next up… Step 2: Convert it to a functionĬonverting our nice query to a function is actually SUPER easy. I know that converting text to a date format will throw an error, so I’m guaranteed that any subsequent header rows will be nuked out.Īt this point we’ve got a nice tidy import that would look pretty good if we decided to land it in a workbook. The reason is that this protects me when I stack another table and it has headers. That last one might be a bit odd, but I like to do that to my date columns. Select Date –> Transform –> Data Type –> Date.Select Cost, Price and Commission –> Transform –> Data Type –> Decimal Number.Select InventoryID and SalesPersonID –> Transform –> Data Type –> Whole Number.Home –> Remove Rows –> Remove Top Rows –> 4 –> OK.We’ll need to do a bit of cleanup here to get the data just the way we need it: You’ll now see your query showing in the Query Editor: From File –> From Excel –> Sales-July2014.xlsx.To begin we’ll go to the Power Query menu and choose: Let’s Combine Multiple Excel Workbooks Step 1: Import a single workbook Step 2 does involve a VERY minor manipulation of M code today, but as you’ll see it’s quite easy. Import all file contents (using our function).And here’s the steps we need to put together to make it work. My preferred tool to combine multiple workbooks into one data source – where it used to be VBA – is most definitely Power Query today. We basically want to grab the data from each file, strip out the first 4 rows, and append the tables together (without repeating header info.) This will essentially create a nice data source that we can use in PivotTables, charts and other tools.
The end goal we’re after is fairly common. I’m just demoing that it isn’t necessary.) The End Goal (Just as a quick note, if they DID have tables set up, that would be okay too.
The column headers and data types are consistent across files.Each files is set up across same number of columns.Having said that, they are consistent in the fact that Notice that no one has bothered to set up a table style or anything, they are just raw worksheets of data. I’ve stored in a folder called “Data”, which is a subfolder of the “Combine Workbooks” folder (more on why I store them in a subfolder a little later.)Įach file has a similar structure, which looks like this:
#Excel how to merge workbooks download
Backgroundįor our example we’re going to assume that we have four (or more) Excel files which you can download here. By the time we’re done, you’ll see how similar it is to working with non-Excel files. Yes, it’s been covered before, (even linked to in the comments of the previous posts,) but I’m going to put my own flavour on it. So let’s look at how to combine multiple workbooks together in Power Query, providing they have the same format. I got a comment on a previous post today, which made me realize I’d promised this but never posted it.
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