Question

Is it possible to copy worksheet into an existing Excel workbook each month?

  • 27 July 2021
  • 3 replies
  • 21 views

Userlevel 1

We have an Excel spreadsheet that imports and aggregates data from multiple sources (uses Supermetrics)

We want to take that processed data and copy the sheet at the end of each month into an existing Excel workbook as a new worksheet - containing all that aggregated data.

We currently manually create a new sheet and copy and paste the data values.

Does anyone have a solution to do this with Zapier in Excel?

 

(Note: We moved from GSheets where we had a script that did this (mostly automagically. We’re changing all our reporting to Excel, and are hoping to automate is as well. Zapier has solved so many other problems, we’re hoping it can solve this one too!)

Any help appreciated. Cheers

 


3 replies

Userlevel 1

Hi @simmonet 

 

Do you have an Office 365 subscription? 

Userlevel 1

We do.

Userlevel 1

@simmonet

 

You should be able to use the following action:

 

 

Combine this with an additional action to copy rows and columns from your previous sheet and add a schedule to execute the zap at the end of each month. 

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