When is it better to keep a file as csv as opposed to xlsx? I usually always convert but I've been wondering lately if there's any advantage to a csv file, particularly if I'm not making changes to it.

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Haha. Very funny

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When you need to automate your process flows one day, stick to csv

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When there's multiple versions of the same files and as the previous poster mention, during automation.

1) Multiple files - you want your data uniform so having to manually adjust your files is going to cause differences and just more work/errors. Which leads into...

2) Automation - by keeping your files uniform, you can automate any manual processes in bulk. You can stick all the CSVs into one folder or multiple if you want, then bulk load them assuming they all follow the same format.

Think CSVs also load faster as it's raw data but never to the extent that it will make a hugh enough difference to justify it, i think.

If there are multiples of the same file- Does each csv have its own reference name? Or do you have to manually do that?

If the files are named exactly the same, which they shouldn't really, then you can pull out the subfolder name or data created etc to give a custom name.

If the name is different, you can use the filename as a column to differentiate the data.

Usually similar files are named the same with a date pre/suffix which you can extract or put in a subfolder which you can also extract. I'd be worried if you just dumped all the data into one folder all with the same filename unless they were all parts of the same dataset or irrelevant.

It's a fairly quick process overall and even faster with experience. You do need to make sure the data is in the same order, reason being as theres no column headers, every column will be named column1, column2, etc.

So if the columns are not in the same order, your data will append incorrectly, which you can work around by identifying the ones that have either old or new columns and collating them separately and then appending then.

Can't remember fully without my laptop but Get Data > From Folder > enter folder path.

Then it will load all the files in that folder and subfolder. You can filter out anything you don't need and then append all the files by expanding* it. [Source] (I can't remember what it's called) is a default column in this view so you just don't have to remove it and it'll appear as a column that you can manipulate.

*Can also do a few other variations of expanding to prevent helper queries appearing but it's not important.

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