Hello,
I need support with a problem. Here is the scenario: All Excel files have the same structure:
Column A - Person in charge
Column B - Comment from the previous month
Column C - Comment from the current month
Columns D-Z - Data
The system should check if a file name (2025_03_Sheet) exists in the previous month’s directory (2025/3). If it does, it should take this file and copy the data from columns A and B into the new file (name: 2025_04_Sheet) into columns A and C, respectively. I can’t find a solution that helps me.
A few questions. Is each month in a separate workbook or in sheets in the same workbook? Second, the screenshots don’t seem to match your description. Could you clarify?
maybe provide the workflow that you started on.
but a tldr workflow would be like:
get current date
load necessary files
get data from a to b with e.g. a value lookup, join, etc.
write file back
and then obviously, depending on the amount of automation you need, an appropriate amount of checks or exit points. if you run it manually, it will for example not matter if it doesnt find a file given your description
You never answered my questions. Without a detailed understanding of what you’re trying to do you’re not likely to get help other than general suggestions. Potential helpers can’t read your mind.
Ok - sorry that I didn’t describe it exactly. I have a monthly file that has columns A, B, C, D, E. Column A contains a username. Column B contains a comment for the current month - when the file is created, column B is always empty. Column C contains a comment from the previous month - this should be copied into the report for the current month after the report is created. However, it should be checked whether the value in column C from the previous month also contains data from columns D and E."
