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Transfering files from lots of files to one single Exel master file.

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    Transfering files from lots of files to one single Exel master file.

    I am doing an internship and have been asked to try and find a way to update a single master file. What happens right now is that the cost manager sends out one file to a lot of different project heads and then on having them return back to him he basically has to individually add in all the data. What i am trying to do is that he somehow carries on sending out the data as there are a lottt of projects and then on returning them they automatically update.
    Thanks

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    Re: Transfering files from lots of files to one single Exel master file.

    This sounds like a chaotic work process. Any chance the files being sent out to various people have DIFFERENT information in them?

    If they all have the same info and anyone can make changes and send it back, how in the world will you know which change to keep when examining all the sheets coming back?

    If the data coming back from the various sheets is different, and the master sheet represents the compilation of all those separate sheets being sent out, now we're talking. This is a much better work process and confusion over which answers are correct are no longer an issue.

    What needs to exist in both the master sheet and the subordinate project sheets is one "key" piece of data that identifies which row of data is a "match" between the two sheets. If a project ID does not exist in these docs, let's add them in to streamline this process.

    Then it's a simple process to receive files into a specific folder on your computer and run an "Update" macro that opens each file in that folder, spots each unique project ID and brings in the data from that file into the master, closes and repeats with the next file until done.

    If everyone is getting the exact same file, you've got a work process problem and you've probably already figured that out. You'll have to think through how you (the human) would make the determination of which data is to be copied into the master from each "copy" of the same file and which is not. It has to be thoroughly explained to the macro or it will won't be right.

    I hope you opt to send out specific sheets to the project heads rather than the same sheet to everyone.
    ========

    NOTE: It's just as easy to use the MASTER sheet to CREATE these "project sheets" to send out to the project heads. A macro could parse out the one file to several sheets...again based on some information in the master file itself...perhaps a department column, or a project head by name.

    This way it's a two way process.
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    Re: Transfering files from lots of files to one single Exel master file.

    If helpful, click on GO ADVANCED and use the paperclip icon to upload a sample of your MASTER workbook and your PROJECT workbook going out to someone. WE can look at it and make more specific suggestions.

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    Re: Transfering files from lots of files to one single Exel master file.

    Hey its basically a sheet with a lotttt of projects on it. They are all listing their cost for the month in a particular column lets say colum AT. So project one will put data in cell AT1 and project 2 will put it in cell AT2, etc... i mean i cannot directly link a master document to the one i send out to everyone as when everyone sends their documents back Project 2 does not have any data on its sheet for project 1,3,4,etc... and so the data in the other cell for those are all erased obviously. I am trying to have the excel file to pick out the single number that has been added in the document sent out, lets say in cell AT5 and put it in cell AT5 in the master document. I knw it seems hard and requires a kind of scanning operation i am guessing, again thanks for all the help so far, any extra would be much appreciated.

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    Re: Transfering files from lots of files to one single Exel master file.

    thought id let you know that i think that update macro sounds like a good approach. But how do i go about making that macro and how does it exactly work? Lets say my master and my template are the same document, but master just updates the data from the 100s of templates i get back from all the different project leaders here. Could update just take out the single set of data from all those files?

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    Re: Transfering files from lots of files to one single Exel master file.

    You'll get better responses, if you attach a sample of your master file and subordinate files received from individuals.
    Show he data coming back from individuals and format of the mster file, how and where you'd want the data.
    modytrane

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    Re: Transfering files from lots of files to one single Exel master file.

    I am not allowed to post it up as the data is confidential and cannot be sent out of the computer. I can however make a similar document if needed. It is a very basic format.

    Project January February March April May June
    11828 34 18 98 100
    12238 223 228 283 288
    11232 1231 231 44 232

    This is the basic format. Now this is what the master document and the template that is sent out looks like, Now project 11828 will write under May lets say 131 and will leave the other cells blank as it has nothing to do with it. However project 12238 will send back the same template but in its template its May date is only filled out. What i need is the master to take the dates for each of these projects without having to manually do it all as hundreds of these files will be sent out which are all different to that minimal amount but only one file will be sent out to those hundreds of project leaders.
    Thanks for the help

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    Re: Transfering files from lots of files to one single Exel master file.

    Quote Originally Posted by yjacob View Post
    thought id let you know that i think that update macro sounds like a good approach. But how do i go about making that macro and how does it exactly work? Lets say my master and my template are the same document, but master just updates the data from the 100s of templates i get back from all the different project leaders here. Could update just take out the single set of data from all those files?
    Back in post #2 I stated:
    Quote Originally Posted by jbeaucaire
    If everyone is getting the exact same file, you've got a work process problem and you've probably already figured that out. You'll have to think through how you (the human) would make the determination of which data is to be copied into the master from each "copy" of the same file and which is not. It has to be thoroughly explained to the macro or it will won't be right.
    All you've managed to isolate so far is that the only data you want to copy is from column AT. That's great, but you need to provide detailed instructions on the logic Excel is to use...Excel is a dumb child and must be given absolute instructions each and every time.

    1) How is data matched between books? Is there a column with a unique Project ID that can be used to make sure the data being copied ends up on the right row in the master?

    2) What if multiple sheets coming back have data in Column AT for the same project?

    3) What if the Master already has data in AT for a project and a sheet coming back has data in AT for the same project? Which data is kept? Think this this one through completely...is there a situation where the answer is different from one situation to the next?

    Modytrane is right, posting sample workbook(s) could make this a much simpler process, yes?

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    Re: Transfering files from lots of files to one single Exel master file.

    Quote Originally Posted by yjacob View Post
    I am not allowed to post it up as the data is confidential and cannot be sent out of the computer.
    Bah, sanitizing a sample sheet from an actual dataset takes less than 5 minutes. Certainly takes less time than you're spending trying to explain all this long route...

    1) Change the names - enter NAME1 over the first name and then doubleclick the lower right corner of that cell and it copies NAME2, NAME3 etc down for you automatically.

    2) Change the addresses - enter ADDRESS1 over the first address, doubleclick the lower right corner to copy it down, too.

    3) Change phone numbers - same as above

    4) Change the project names - same as above

    At this point, no one has any idea on the planet where the numbers left on the sheet could possibly be from, so you could be done at this point, yes? If not, jumble up some of the numbers, too.
    Last edited by JBeaucaire; 06-29-2009 at 09:37 AM.

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    Re: Transfering files from lots of files to one single Exel master file.

    Hey thanks for the swift reply. Well there will only be one opportunity for some1 to put data in column AT for that project. There wont be multiple people putting in data in the same cell as only one person has the authority to actually put the data in that cell. So for project 1 only one person at one time will put data in AT1 and for project 2 only one person at one time will put data in AT2. But after AT column has been filled out the next month some1 will put data in AU1 and AU2 etc as that would be the next month.

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    Re: Transfering files from lots of files to one single Exel master file.

    ok ill add it for u asap and add the sheet on

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    Re: Transfering files from lots of files to one single Exel master file.

    Quote Originally Posted by yjacob View Post
    Hey thanks for the swift reply. Well there will only be one opportunity for some1 to put data in column AT for that project. There wont be multiple people putting in data in the same cell as only one person has the authority to actually put the data in that cell. So for project 1 only one person at one time will put data in AT1 and for project 2 only one person at one time will put data in AT2. But after AT column has been filled out the next month some1 will put data in AU1 and AU2 etc as that would be the next month.
    OK, so the macro ISN'T copying data from column AT after all? That's a critical difference, isn't it? So you'll need some way of also indicating which column to use each time?

    Sorry, but your assurance that only one person can enter data one time is not something I would trust. Excel follows instructions to the letter each and every time it is run...humans don't. So as long as you have humans in the mix you will need to instruct Excel what to do when faced with two cells with data in them. It is going to happen...you don't want your macro to just crap out do you?

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    Re: Transfering files from lots of files to one single Exel master file.

    Hi
    Here is a file with macro. Save it in the folder with templates sent by proj leaders and run the macro. Tell us how different it is from what you want.
    Ravi
    Attached Files Attached Files

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    Re: Transfering files from lots of files to one single Exel master file.

    hey ravi ur file doesnt seem to be updating my files, i tried but the files stay the same. Am i using the macro wrong? plus another thing is tht i am not being able to upload a single file on to the website. I have tried from two different computers and two different internet connections.

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    Re: Transfering files from lots of files to one single Exel master file.

    Hi
    My macro lists the files in the folder where it resides and pulls cells AT1,AT2.... etc into col B. It does not update any other file.
    Ravi

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    Re: Transfering files from lots of files to one single Exel master file.

    Column AT was just an example, it could be column CB for example. All it needs to do is to go through The master and the templates, which are all going to be completely alike other than for one column where one cell has a number in the template and the master does not have that. For example project 1 sends in the template and what they did is put a number in cell CB1 as that is the cell they are required to fill in, as that is the cell they are supposed to report their cost in. Now the master document does not have anything in cell CB1 as you never sent it out. Now project 2 fills in CB2 and so on. Now i need my master to somehow take the cells from all the different documents to have a filled up column CB with all the projects costs in there in one document. If somehow the macro could search the template files and look for the one different thing in all them which should be cell CB1 in one, CB2 in one CB3 in one etc and take those dissimilarities and put them all together in the master document. It sounds like a complicated macro, thanks for all you help so far guys

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    Re: Transfering files from lots of files to one single Exel master file.

    Hi
    Replace AT with CB in the macro code. It should give you what you are asking for
    Ravi

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