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Forms – Merge Data
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Forms – Merge Data
I have about 40 copies of the same form, created in BB Revu, to which data has been added. I want to merge the data into Excel. Thus far, I can get the “merge data” tool to work properly IF I limit the process to about 6 forms, but when I try to merge all 40 (or even 15), the process goes awry.
Specifically, once the process is complete, I can find the resulting Excel file in my Recent Files folder of Explorer, but when I try to open it, Windows tells me that the file cannot be found, has been moved, etc. The file is not in the location that I defined when I started the Merge process. It appears that once the file is created, either BB or Windows is deleting the file. Any thoughts?
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11 Replies
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Points: 8,282Rank: UC2 Brainery Purple Belt III
I have recently started playing with this feature. I have not tested on 40 files, but the test I ran on about 20 of them seemed to work alright. More on this to come.
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Points: 16,192Rank: UC2 Brainery Advanced Blue Belt I
I have not had this issue either.
Normally it saves the report to the folder where the last files were uploaded from -
Points: 961Rank: UC2 Brainery White Belt IIII
For what it’s worth, I have tried this process on both my work computer (attached to a Sharepoint network) and my home computer (which is totally standalone). Both machines yield identical results.
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Points: 4,855Rank: UC2 Brainery Orange Belt IIII
I’ve done the opposite using VBA. If anyone remembers when @mitchyoungs showed up for a glorious 5 minutes and blew all our minds, I learned how he did that and recreated it for another use-case.
So if worse comes to worse and you don’t find another solution, I might be able reverse the process and take data from multiple forms and combine them into a spreadsheet. DM me on LinkedIn if you’d like to try that route.
Otherwise, maybe if I tag @mitchyoungs again he’ll come out of hiding to show us how he does the reverse, because I’m pretty sure he has a way to do it. (Or maybe he’s like Beetlejuice and you have to say his name 3 times, idk.)
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Points: 8,282Rank: UC2 Brainery Purple Belt III
Indeed, I also have a macro that converts FDF files into workable excel. Mine only works on one sheet at a time though, I think his is more comprehensive.
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Points: 16,192Rank: UC2 Brainery Advanced Blue Belt I
I need to go see that. Do you know how often I want to take Excel Data and put it into a form?
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Points: 4,855Rank: UC2 Brainery Orange Belt IIII
@Doug McLean , I can help you with that.
I have time tomorrow afternoon (we have half day Fridays where I work). I’m free at 1pm Eastern. DM me on LinkedIn and we can set something up.
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Points: 8,282Rank: UC2 Brainery Purple Belt III
Did you guys ever get this working smoothly? I figured out a way and wrote a couple of modules to so the heavy lifting, but its still a little manual when I have over 1300 fields. The character limit for a cell in excel is getting in my way a bit lol.
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Points: 4,855Rank: UC2 Brainery Orange Belt IIII
I gave him some stuff I made previously for someone else, both files and a video I made explain how it all works.
Do you want me to hook you up? 😉
And, as always, feel free to forward your VBA or JavaScript to me and I’ll take a look for any efficiencies that I can find.
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Points: 16,192Rank: UC2 Brainery Advanced Blue Belt I
We’re actually thinking up whole new workflows now that we have this information.
We just have to sit down and actually implement them…🤣🤣-
Points: 4,855Rank: UC2 Brainery Orange Belt IIII
I love when that happens!
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