[Excel] Template Merge

Q100122: [Excel] Template Merge

Uses a formatted XLSX file as a style template and merges it with the specified source XLSX files.

Parameter In/Out Description Other Info
File source InOut The file source is a list of one or more Excel files to process, using fully qualified pathnames, such as a FileList output parameter from another module. A typical example being the [Files] Find module.
Template pathname InOut The pathname to the Excel file to treat as a template for the source files. The template file will have special formatting and other attributes configured for the active cells in the worksheet.
Destination folder InOut The folder where the merged Excel file(s) will reside.
Source cell In In the source worksheets, the anchoring cell for the range of data will always start with cell A1. If you want to use an alternate cell in the worksheet, then you can specify source cell to use within the source worksheets. Ex: specifying B4 for the source cell would be where the range of data that would be copied to the target, would be specified here.
Target cell In If the anchoring cell for the range of data coming from the source files is a different location on the template, then you can specify the target cell on the template. Ex: specifying C5 for the target cell would be where the range of data, regardless of its original location, would be copied to the range specified here.
Skip copy of first row In Normally in most worksheets, the first row of the data range, contains a text header of the data in the range. If you do not want the values in the first row copied to the target, then you would set this parameter to true.
Log output level In Choices: Minimal, Verbose
The level of execution detail you want to appear in the log.
Default: Minimal
Exported file list Out List of output files that were generated during the process.

(Italics = required parameters)

Notes

For each source file provided, the module creates a new Excel file in the specified destination folder by copying cell values from the source worksheet into a designated area of the template worksheet. The resulting output files retain the template’s styling and structure while incorporating the source data.

This module is designed to automate the creation of consistently formatted Excel reports by combining raw data from multiple Excel files with a predefined template. It is especially useful for report generation, data standardization, and batch document production where layout and formatting must remain consistent.

 
Last Updated:
1/28/2026 4:30:55 PM
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