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Excel Data Merge

Office Efficiency Updated 2026.08.30

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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: --files and --output define the job; headers follow the first workbook, and blank rows are dropped.
  • Source tracking: --with-source adds a source-file column for auditability across departments.
  • Performance tuning: use --workers for parallel reads, --chunksize for large files to reduce peak memory, and disable parallelism or batch writes for small jobs.
  • Format retention: --keep-format preserves fonts, fills, borders, number formats, alignment, column widths, and row heights for styled reports.
  • Deduplication: --dedup removes 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.