How to append CSV and track historical data

by Jun 25, 2020

If your team stores large volumes of data in CSV files, exporting all of that information to spreadsheets can be a major task. Luckily this process can now be be automated. When you automate a flow of data, it can be helpful to check when changes occurred. If you manage constantly fluctuating values such as stock prices or order numbers, it’s sometimes useful to list new data in the spreadsheeet underneath previous entries, in a log. 

Read on for a step-by-step guide on to append CSV data and create a historical record of changes.

 

Append CSV to Excel

Append CSV to Excel

Step 1: Install Sheetgo

Sheetgo enables you to transfer data from CSV files to spreadsheets automatically, while leaving the source file intact.

Install Sheetgo here.

Once inside the web application, click on +Create workflow and then Connect.

Step 2: Select CSV as your data source

Firstly, select which file type you want to use as the data source for your connection.

In this case, we select CSV file.

Locate the file in your cloud storage. In the following example, my CSV file is called Daily stock information.

Click Continue.

Append CSV data source Sheetgo

Step 3: Select your destination file

Choose which type of file you want to send the CSV data to.

In this example, I will append CSV data in an Excel file. Sheetgo will create a new Excel file automatically, or select an existing file from your cloud storage.

Append CSV data destination

As you can see in the screenshot above, I have chosen to let Sheetgo create a new Excel file for me.

In this section, you can adjust the destination folder, and give the newly created file and tab a name.

Step 4: Enable the Append feature

Under data destination, go to Settings. Enable Append.

Every time the connection is updated, a new data entry from the CSV file will appear in the spreadsheet. Over time, you will have a historical record of changes to your data.

Append CSV create a historic track of data with Sheetgo

Click Finish and save to create the Append connection between your CSV and Excel file.

Step 5: Automate the workflow

On the floating menu bar in your newly created workflow, click Automate. Here, select how often you want automatic updates.

This can be hourly, daily, weekly, or monthly.

Note that every time there’s an update, Sheetgo will append a new data entry in the destination file. If your data doesn’t change too often, reduce the frequency of automatic updates to avoid duplicated data entries in the spreadsheet.

Append CSV automatic updates

Append CSV data in a spreadsheet automatically 

That’s how to append CSV data and create a historical record of your data — in Excel or any other spreadsheet. Sheetgo enables you to create an automated record of dynamic CSV values so you can monitor changes to your data and spot fluctuations or trends.

Handle large volumes of data in CSVs and want to move specific information to Excel or Google Sheets? Learn how to filter CSV to another spreadsheet automatically.

Share This