Excel Data Merge
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About this skill
Problem
When multiple .xlsx or .xls workbooks have similar headers but live in different department files, manual copy-and-paste often creates missed rows, shifted columns, or no provenance. Excel Data Merge treats this as a scripted job: verify input files, output path, and dependencies, then use scripts/merge.py to read, align, clean, deduplicate, and write the result.
How it works
- Basic merge:
--filesand--outputdefine the job; headers follow the first workbook, and blank rows are dropped. - Source tracking:
--with-sourceadds a source-file column for auditability across departments. - Performance tuning: use
--workersfor parallel reads,--chunksizefor large files to reduce peak memory, and disable parallelism or batch writes for small jobs. - Format retention:
--keep-formatpreserves fonts, fills, borders, number formats, alignment, column widths, and row heights for styled reports. - Deduplication:
--dedupremoves identical rows or, with--dedup-cols, keeps the first occurrence based on selected columns.
Boundaries
This skill is best for similar or nearly similar tabular data. If column counts differ, the first file’s headers define alignment: missing columns are padded and extra columns truncated, so column order matters. Windows users should be cautious with parallel reads, and format retention is slower than the default mode. For a few small workbooks, the default settings are usually sufficient.
Use Cases
- Consolidate monthly department detail files with similar headers into one summary sheet and keep a source-file column.
- Merge quarterly reports while preserving fonts, fills, borders, and column widths for a distributable Excel file.
- Combine two customer files, remove duplicate records by name and employee ID, and keep the first occurrence.
- Merge a million-row Excel file using chunked reads to reduce peak memory and produce an output workbook.
Best For
- Operations owners consolidating cross-department files who need one combined sheet with source attribution.
- Financial or business analysts who need to merge report workbooks while keeping original Excel formatting.
- Data analysts maintaining customer master data who need to merge sources and deduplicate by name and ID.
- Engineers or analysts handling large workbooks who need chunked merging to control memory and output a file.
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