Power Query Merge Multiple workbooks in a Folder

[Fuisdale2]

Hi all,

Apologies, if this question has been posted before but I am new to Power Query and I am still learning as I go along.

I have searched Google and watched various tutorials but I couldnt find the answer i am looking for.

When I apply the following steps:

1. Go to Data tab
2. Open the Get Data pull down menu
3. Select From Folder
4. Browse the folder path where the data files reside
5. Click Combine and then select "Combine and Transform Data” 

STEP 1

As you can see from the picture I have had to amend the Sample File by creating "TBL (1)" and then I had to create "TBL (2)" and then merge the 2 TBL into a consolidated Table called "Merge_TBL 1&2".

I had to do this as due to how the Data in the Sample worksheet has been formatted as there are different number of rows and columns in each workbook.

STEP 2

What  I want to do now in the below picture is to use the "Merge_TBL 1&2" and apply the steps in this "Merge_TBL 1&2" to all the files in the folder that I am importing to so it appears in the below "SPAR data Allocation".

From this point I am stuck on what to do next as to apply step 1 to step 2 so when i build a consolidated report it appears in the required format i need.

Any help and guidance is appreciated.

[Fuisdale2 · Accepted solution]

To resolve my issue I duplicated the process of converting the sample file to 2 seperate processess instead of trying to combine the 2 into 1 merged step.

After this I then merged the 2 new process to the new workbook to create a consolidated report.

[Fuisdale2]

I assume I am missing a few steps in the whole process. I cant seem to figure out where in the process and what amendments are needed.

[kp54357]

Did you try the merge or append option ?

[Fuisdale2]

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@kp54357 wrote:

Did you try the merge or append option ?

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I duplicated the sample file and renamed them "TBL (1)" and then  "TBL (2)" and MERGED them to create  "Merge_TBL 1&2".

When I click on "SPAR data Allocation" it only shows the applied steps I did in "TBL (1)".

What I am trying to accomplish is for "SPAR data Allocation" to use the steps in "Merge_TBL 1&2" to apply to all the files.

[kp54357]

Did you try merge as new ?

[Fuisdale2]

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@kp54357 wrote:

Did you try merge as new ?

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to create "Merge_TBL 1&2" i did merge as new.