Dropbox: Merge several sheets into one

You can use the Dropbox source to merge multiple sheets of an internal or external Microsoft Excel doc into one master view.

There are two main cases when you need to combine data from several sheets:

Import same data from several sheets of one workbook (e.g. monthly analytics).
Import data from several workbooks into one workbook and sheet (e.g. combine suppliers or customers data in several workbooks into one master sheet).

For each of these cases, you can use Coupler.io and this guide.

Import the same data from several sheets of one workbook

For this purpose, you need to set up a Dropbox data flow and complete the following steps:

Select "Dropbox" as a source.
Connect your Dropbox account.
Select an XSLX or XLSM file that you would like to import several sheets from.
Select several sheets you would like to combine data from in the 'Sheets' field.

If you need to connect more sheets with the same names pattern in the future, for example, Invoices 02-22 , Invoices 03-22 , etc., you can specify regular expressions instead of manually selecting sheet names from a list.

Learn more about regular expressions to define what expression you need to specify to fit your needs. Here is the list of the most common cases:

All sheets: .*
2021-01, 2021-02, 2021-03, ...: 2021.+
2020-12, 2021-01, 2021-02,...: 202.+
Dec 2020, Jan 2021, Feb 2021, All 2020, 12-2020, 01-2021: .*202.$
All sheets with a name that starts with "sales data": sales data.+
All sheets with a name that contains “sales data”: .*sales data.*
All sheets with a name that ends with "sales data": .*sales data

Note: data from different sheets will be matched by headers. For a unified dataset, columns' names in each of your source spreadsheet's tabs (sheets) must be identical.

Import data from several workbooks into one workbook

For each workbook, create a separate Dropbox source in your Coupler.io data flow. See more on Combining data from multiple sources.
Preview & transform your data based on your needs. For example, this step lets you rename your columns for a unified final dataset, filter/sort the data in any way, add additional formula-based columns, and much more. See more on Preview data and transformation.
Combine the workbooks into one using the preferred data combining mode.