Combine Data files in Excel Data Model for Queries

laurahutch

New Member
Joined
May 24, 2023
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi All! I am new to the forum and BI, but this is what I'm working with:

1. We receive/download approx 23 files per day from a vendor share site - combo of csv/excel & pdf reports (though naming conventions are NOT consistent)
2. We have a daily tracking sheet of numerous rows we maintain and currently enter manually based off 6 or so reports.
3. In the tracker, I have identified the report & column header name needed to populate each row.

Here are my questions (in order I hope):
1. Is there an easy way to upload approx 13 csv files to Excel BI, or would I continue to run a separate macro that converts/saves out an XLS version, so it can be uploaded as a folder?
2. What is the best method to upload? I've seen varying methods, but want to know what would be best with my Access background.
3. There are no primary keys, so how would I create relationships between the various reports?
3. The blissful end goal would be to upload all the data and create our own report that simply consolidates/summarizes all the reports we are sent without needing to go back and forth between reports to get a # that is only listed in one report (i.e. the totals for all column headers.)

I have prior experience with Access, but with the amount of data this requires, I know Access just won't be a LT solution.

Thank you SO much for any help/guidance!!
 

Excel Facts

What is the fastest way to copy a formula?
If A2:A50000 contain data. Enter a formula in B2. Select B2. Double-click the Fill Handle and Excel will shoot the formula down to B50000.

Forum statistics

Threads
1,223,888
Messages
6,175,217
Members
452,619
Latest member
Shiv1198

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top