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Merge multiple files onto one sheet

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Summary

When you import a file for analysis, MindBridge leverages the data found on the first sheet. If multiple sheets of data need to be analyzed, you can split out the required sheets from the original file, then merge them into a new file so all of the required data appears on the new file's first sheet.

Learn how to merge multiple files in MindBridge.


Configuration details

To access the file manager, you must first create an engagement.


Go to the file manager

Open the MindBridge sidebar and select File manager to open it.


Merge files

Select files to merge

Note: In order to merge files, the data within the files must be in an ungrouped format, and the file must contain only 1 worksheet. If the data is grouped, or if a file with more than 1 sheet is selected, the Merge option will be disabled.
  1. Check the boxes next to the files you want to merge.
    When more than one checkbox is selected, the blue bulk actions bar appears.
  2. Open the Actions menu.
  3. Select Merge*.

Arrange files

The files will be merged in the order in which they appear here.

  1. Use the arrows in line with the desired file to change the file's position in the list.
  2. When you are satisfied, select Next to go to the next step.

Add files

If you want to add additional files to the merge, they can be added in this step.

  1. Select Add files.
  2. Check the boxes next to the file(s) you want to include in the merge.
  3. When you are satisfied, Add the files.
Note: Files that have already been added cannot be removed during this step.

Select columns

MindBridge scours the files you selected to determine which file has the most columns. The columns from that file are displayed in order of appearance beneath "Column name" and can be pared down as needed.

  1. Check the boxes next to the columns you want to include in the final merged file, or check the box next to "Column name" to select all.
  2. When you are satisfied, select Next to go to the next step.

Match columns

Each section corresponds to a column you selected in the previous step. MindBridge scans each file and matches up columns with identical names automatically. Columns that could not be matched automatically are flagged as Unmatched and will require your attention.

Note: Columns can only be matched once.
  1. Use the arrow next to the column name to expand the section.
    • The source column appears first and cannot be adjusted.
    • Columns matched automatically display the column name in the menu.
    • Unmatched columns are highlighted.
  2. Open the highlighted menu.
  3. Select the correct column from the list.
  4. When you are satisfied, select Next to go to the next step.
Note: Leaving columns unmatched will result in data missing from the final file.

File_manager_-_Merging_multiple_files.gif

File preview

This file preview displays the first 5 rows of each file selected for merging.

  1. Review the file to ensure that the correct columns were selected.
  2. When you are satisfied, Save your work.
    A pop-up window appears.
  3. Enter a name for the merged file.
  4. Open the Location menu to select where to save the new file.
  5. When you are satisfied, Save your work.
    The new file will appear as Modified.


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