hellblazeruk
asked on
daily auto import sales csv file
Hi,
I am trying to create a sales dashboard that I can integrate with SharePoint, each morning I get a csv file (the CSV export has a different name each day (the sales data date)) with the previous days sales figures saved to a network folder, is it possible to have an excel model look for a file automatically and import the data into a different column each day?
I have attached two example csv sales data and the excel model I have started.
Regards,
Sales-model.xlsx
I am trying to create a sales dashboard that I can integrate with SharePoint, each morning I get a csv file (the CSV export has a different name each day (the sales data date)) with the previous days sales figures saved to a network folder, is it possible to have an excel model look for a file automatically and import the data into a different column each day?
I have attached two example csv sales data and the excel model I have started.
Regards,
Sales-model.xlsx
aikimark
It looks like you are going to import into a different worksheet each day and sum the worksheets' data on the Sum worksheet. Is this correct?
ASKER
hi,
That was my first idea but happy to take recommendations.
Regards,
That was my first idea but happy to take recommendations.
Regards,
Am I correct that the daily sheets will only be 01 - 31?
ASKER
yes, one for each day.
Your design should derive from your data needs.
* Is this just for reporting or data archival?
* Do you need to retain all the detailed data or consolidate it at the end of each month?
* What should happen when a product is added or deleted?
* Do you have to use Excel or do you have Access? (This looks a database problem/solution to me)
* Is this just for reporting or data archival?
* Do you need to retain all the detailed data or consolidate it at the end of each month?
* What should happen when a product is added or deleted?
* Do you have to use Excel or do you have Access? (This looks a database problem/solution to me)
* is the day of the month your only concern or do you need to track sales figures by week, month, quarter, or year?
ASKER
* Is this just for reporting or data archival?
-Just for reporting
* Do you need to retain all the detailed data or consolidate it at the end of each month?
-Consolidate
* What should happen when a product is added or deleted?
-New line to be added?
* Do you have to use Excel or do you have Access? (This looks a database problem/solution to me)
-Happy with either excel or access
* is the day of the month your only concern or do you need to track sales figures by week, month, quarter, or year?
-longer term view is the better solution
-Just for reporting
* Do you need to retain all the detailed data or consolidate it at the end of each month?
-Consolidate
* What should happen when a product is added or deleted?
-New line to be added?
* Do you have to use Excel or do you have Access? (This looks a database problem/solution to me)
-Happy with either excel or access
* is the day of the month your only concern or do you need to track sales figures by week, month, quarter, or year?
-longer term view is the better solution
I think you should be able to run your daily imports and even pick up any missed days. Reporting should be fairly straightforward.
ASKER
Can anyone recommend where I should start with this, any websites to read etc?
What are the file names?
Where are the files? (network paths, either mapped or UNC)
Please post a sample CSV file.
Where are the files? (network paths, either mapped or UNC)
Please post a sample CSV file.
ASKER
The CSV export has a different name each day (the sales date)
the csv files are saved to d:\export each day around 5am
01090914.csv
20140915.csv
the csv files are saved to d:\export each day around 5am
01090914.csv
20140915.csv
is "01090914" supposed to be a date?
ASKER
it should be 20140914
20140914.csv
20140914.csv
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ASKER
Hi Aikimark,
Excellent, just what I need to make a start,
Thank you for the help.
Excellent, just what I need to make a start,
Thank you for the help.