Microsoft Excel

Ron de Bruin
Excel Automation

Microsoft MVP Program

Merge Add-in for Excel for the Mac

Briefly! RDBMerge is a user friendly way to Merge Data from Multiple Excel
workbooks into a Summary Workbook.

RDBMerge for Excel forthe Mac

 

Download add-in for Excel 2011 or 2016

Note: RDBMerge is available as freeware. But you can use the Contact button in the menu if you want to support the development of this merge add-in.

 

Mac Excel 2016 (Beta version)

RDBMerge for Excel 2016 for the Mac, version 2.0
File date : 31-March-2016

Copy RDBMergeMac.xlam file to the folder you want.

Start Excel and open a workbook.

Click Tools, click Add-Ins, use "Select" to browse to and select the add-in and then
click Open. Verify RDBMergeMac is checked in the add-in list and then click OK. You find a button in the Data Ribbon to open the RDBMerge add-in.

Read the information below good

Important : uncheck the "Warn me when open files that contains macros" checkbox in Excel>Preferences and close/reopen Excel if you want to merge files that contain VBA code. There is a bug in Mac Excel that not trust if a installed add-in in Excel for the Mac opens other workbooks with code like this merge add-in does, and I not think you like to click on allow in the security warning dialog that pop up for every file you want to merge if you leave this checkbox checked. Be aware that if you uncheck this checkbox that it always open files with code without a warning.

Also the location of the files you want to merge is important in Excel 2016 because of Apple’s sandbox requirements, read this page and use a folder in your Office folder.

Problems with Apple’s sandbox requirements and Mac Office 2016 with VBA code

 

 

Mac Excel 2011

RDBMerge for Excel 2011 for the Mac version 1.3
File date : 12-Jan-2015

Double-click the dmg file if it does not mount automatically. Drag the RDBMergeMac.xlam file to the folder you want.  Tip: Use one folder for all your add-ins (easy to backup your add-ins this way)

Start Excel and open a workbook.

Click Tools, click Add-Ins, use "Select" to browse to and select the add-in and then
click Open. Verify RDBMergeMac is checked in the add-in list and then click OK.

You find the menu option RDBMerge in the Tools menu to open the UserForm.
Note: It is possible that you see a msgbox that tell you to uncheck the "Warn me when open files that contains macros" checkbox in Excel>Preferences and close/reopen Excel. There is a bug in Mac Excel that not trust if a installed add-in in Excel for the Mac opens other workbooks with code like this merge add-in does, and I not think you like to click on allow in the security warning dialog that pop up for every file you want to merge if you leave this checkbox checked. Be aware that if you uncheck this checkbox that it always open files with code without a warning. Note : If you restart Excel to fast it is posssible that you see the msgbox again because Excel update his preference file very slow and think it is still checked. Close and reopen Excel again to fix this so you can use the add-in.

 

How to use the RDBMerge Add-in Step by step

Folder Location:
In the folder location section click on the Browse button and select the folder with the files you want to merge. After you do that you see the path returned in the UserForm. You can also set the level of subfolders in the dropdown (max of 9)

Which Files:
In the section “Which Files” select the type of files in the dropdown that you want to merge. If you use the first option "XL?" it will merge all type of Excel files (xls, xlsx, xlsm, xlsb). But you can also only merge files with a specific extension in the folder. By default the option to merge all files in the folder is selected but you can also use the option to filter on the file names or to select the files you want to merge.

Which worksheet(s):
In this section you have the option to choose the worksheet by index or name. If you use the index 1 it will use the first worksheet in each file, you not have to know the worksheet name this way. You can also merge data from all worksheets or use the filter option to filter on the worksheet names.

Which range:
You have the option to merge a fixed range (can be more than one area). Click on the Tips button for more information. Or use the First cell ? till last cell on worksheet option, you can change the start cell. Use A2 for example if you not want to copy your header each time.


Different options:
Before we press on the Merge button we have a few options here that you can change.

The Add file name checkbox will add the file name or file and sheet name before or above your data. You can use it for example to filter the Summary sheet for the data from a certain file.

To avoid problems with formulas I suggest you always check Paste as values.

If your workbooks have links to other workbooks use the UpdateLinks option to update the values.

Use the Paste data next to each other option if you want paste the data from each file next to each other instead of below each other. If you set your fixed range for example to A1:A100 and check this check box it will use one column for each file in the combine sheet. If your range have two columns it will use two columns for each file in the combine sheet.

If your workbooks have an Open password you can fill in the open/modify password in the two text boxes, it is no problem if there are also workbooks with no password in the folder.


Click on the Merge button:
When you click on the Merge button it will create a new workbook for you with two worksheets:

Combine Sheet with all the data
Log Sheet with copy/paste and error information

Then it is up to you if you want to save this workbook.

You see it is very easy to work with this add-in, testing all options with a few files in a test folder is the best way to get familiar with this add-in. If you have problems or have suggestions let me know and I try to help you.

If you want VBA code examples see this page : Merge Excel workbooks on a Mac