Forms – Merge Data

  • Forms – Merge Data

    Posted by mleinback on January 17, 2024 at 8:29 am

    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?

    Liz Larsen replied 2 weeks, 6 days ago 4 Members · 11 Replies
  • 11 Replies
  • Isaac Harned

    Member
    January 17, 2024 at 10:51 am
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    Rank: UC2 Brainery Purple Belt UC2 Brainery Purple Belt Rank

    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.

  • Doug McLean

    Member
    January 17, 2024 at 12:36 pm
    Points: 11,780
    Rank: UC2 Brainery Blue Belt I UC2 Brainery 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

  • mleinback

    Member
    January 17, 2024 at 12:52 pm
    Points: 734
    Rank: UC2 Brainery White Belt II UC2 Brainery White Belt II

    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.

  • Liz Larsen

    Member
    January 18, 2024 at 9:13 am
    Points: 4,372
    Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

    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.)

    • Isaac Harned

      Member
      January 18, 2024 at 10:21 am
      Points: 5,632
      Rank: UC2 Brainery Purple Belt UC2 Brainery Purple Belt Rank

      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.

    • Doug McLean

      Member
      January 18, 2024 at 11:15 am
      Points: 11,780
      Rank: UC2 Brainery Blue Belt I UC2 Brainery 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?

      • Liz Larsen

        Member
        January 18, 2024 at 12:36 pm
        Points: 4,372
        Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

        @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.

        • Isaac Harned

          Member
          January 31, 2024 at 11:39 pm
          Points: 5,632
          Rank: UC2 Brainery Purple Belt UC2 Brainery Purple Belt Rank

          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.

          • Liz Larsen

            Member
            February 1, 2024 at 8:03 am
            Points: 4,372
            Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

            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.

  • Doug McLean

    Member
    February 1, 2024 at 11:09 am
    Points: 11,780
    Rank: UC2 Brainery Blue Belt I UC2 Brainery 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…🤣🤣

    • Liz Larsen

      Member
      February 1, 2024 at 12:01 pm
      Points: 4,372
      Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

      I love when that happens!

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