Merge Excel Sheets
Infoveave Data Automation — File Reading
Many Excel files in. One merged workbook out. Every time the workflow runs.
Teams across every industry produce separate Excel files — department sales logs, regional performance reports, supplier order confirmations. Consolidating them manually means opening each file, copying rows, and maintaining a master spreadsheet that goes stale the moment you close it. Merge Excel Sheets automates this consolidation, producing a unified output file on every workflow execution that is always current.
What Merge Excel Sheets does
Consolidate multiple Excel (.xlsx) files into a single merged workbook inside your Infoveave workflow. Automate monthly, departmental, or vendor report consolidation without copy-pasting between spreadsheets.
Part of Infoveave Data Automation on the Unified Data Platform.
When to use Merge Excel Sheets
- Multiple teams or systems produce separate Excel files with the same structure that need to be combined for consolidated reporting
- You receive daily or weekly Excel exports from different sources and need to create a unified master file
- You want to pass a single merged Excel file to a downstream step — email, upload, or database write
- You are building an ETL pipeline that collects Excel reports from multiple departments before transforming them
When to avoid it
- You need to merge tabular data into a table for further transformation — use Simplified Data Merge instead
- Your source files are CSV format — use Read CSV Files to ingest them, then merge using Simplified Data Merge
- You need to read data from multiple sheets within a single workbook — use multiple Read Excel Files steps
Where it fits in your Infoveave automation
Merge Excel Sheets is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Merge Excel Sheets
Real scenarios where this transformation saves hours of manual work.
Daily Store Sales Consolidation
A retail chain has each store upload its daily sales Excel file. Merge Excel Sheets combines all store files matching sales_*.xlsx into a single merged_data.xlsx each morning — feeding the consolidated sales dashboard without any analyst involvement.
Production Shift Report Merging
Each production shift generates an Excel report of outputs, defects, and downtime. Three shift files per day are merged automatically into one daily production summary that feeds the OEE calculation pipeline.
Regional Budget Consolidation
Finance teams in each region submit quarterly budget actuals as Excel files. Merge Excel Sheets combines all regional files automatically at quarter-end, creating the unified workbook that feeds the board-level financial reporting workflow.
See Merge Excel Sheets in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
sales_*.xlsxmerged_data.xlsxInput Data
| Region | Product | Sales | Date |
|---|---|---|---|
| North | Laptop | 15000 | 2026-04-01 |
| South | Monitor | 8000 | 2026-04-01 |
| East | Tablet | 12000 | 2026-04-01 |
Output Data
| File | Size | Download |
|---|---|---|
| merged_data.xlsx | 5 MB | Available for download |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Input File Pattern
Wildcard pattern that matches the Excel files to merge. Use sales_*.xlsx to merge all files whose names start with 'sales_', or provide an exact list of filenames.
Output File Pattern
The name of the resulting merged Excel file. Use a static name like merged_data.xlsx or include a date pattern to version the output automatically.
Frequently asked questions
Everything you need to know about Merge Excel Sheets in Infoveave.
Also in File Reading — and what runs before & after
Transformations in the same family as Merge Excel Sheets, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Merge Excel Sheets is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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