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ExcelExtract

ExcelExtract is a command-line tool designed to help pull data out of Excel spreadsheets (XLSX files). Either fully automatically, or extract specific cells or lists with the use of a configuration file (in JSON).

Installation

You can install ExcelExtract using pip, Python's package installer. Open your terminal or command prompt and run:

pip install excelextract

Note: You need Python 3.9 or higher installed on your system to use this tool. This documentation assumes you have Python and pip available.

Quick Start

Command Line Mode

For simple configurations (each sheet contains 1 table, simple column structure), you can run ExcelExtract directly from the command line without making any config files:

excelextract surveys/*.xlsx --sheet sheet1 --output output.csv

If no output is specified in this mode, the output is printed to the console, and can be piped:

excelextract surveys/*.xlsx --sheet sheet1 > output.csv

Both examples merge (vertically stack) all xlsx files in the surveys folder, taking only sheet1.

The command line mode uses the automatic detection of columns and types, see the default mode below for more complex scenarios.

Default Mode using a Configuration File

ExcelExtract is designed to extract complex data from Excel files, even when it's spread across multiple files, various sheets, or doesn't adhere to a traditional header-column layout. It allows you to precisely define how to extract data from any cell, loop over ranges, and consolidate information from multiple sheets into a single CSV output.

The core of ExcelExtract's operation is a JSON configuration file, where you specify:

  • Input Sources: Which Excel (.xlsx) files to read, using path patterns with wildcards (e.g., *, **).
  • Data Mapping: Exact locations and structures of data within the Excel files, including dynamic row/column ranges for lists based on lookup values.
  • Extraction Automation: Rules for automatically repeating extraction processes across different sheets, rows, or columns.
  • Output Formatting: How to generate clean, type-detected CSV files from the extracted data.

A comprehensive guide on defining this configuration file can be found in the documentation below. Once your config.json is ready, simply run:

excelextract config.json

How It Works: The Configuration File

The core of ExcelExtract is the JSON configuration file (e.g., config.json). This file tells the tool everything it needs to know. It generally contains:

  1. Input (input): Which Files to Process

    • Specifies the Excel file(s) to read using a path string.
    • Supports standard file path wildcards (glob patterns like *, ?, **) to easily select multiple files (e.g., "data/*.xlsx" or "data/**/*.xlsx").
    • Can also be a list of such path strings.
  2. Output (output): Where to Save Results

    • Defines the name of the output CSV file.
  3. Lookups (lookups): Find Where the Data Is

    • Lookups are instructions to find specific locations or patterns within the matched Excel files.
    • Each lookup performs a specific operation (like looprows, findrow, loopsheets).
    • They can find row numbers, column letters, or sheet names matching a pattern.
    • Crucially, lookups can define Tokens (like %%ROW_NUMBER%% or %%DATA_SHEET%%). Think of tokens as named placeholders for values that might change (like the current row number you're processing).
  4. Columns (columns): Define What Data to Extract

    • This section defines the columns that will appear in your output CSV file.
    • For each output column, you specify its name and how to get its value (often using Tokens defined in lookups).
    • You specify the data type (string, number, auto) for the output column.
    • You also control when a row should be created using Triggers.

Alternatively, for simple excel sheets (a simple row with headers), you can skip all lookups and column definitions, and use the simpletable option to specify the sheet you want to extract. See more information bellow.

Simple Example: Extracting a Single Table

Let's start with a basic task. Imagine you have one Excel file named report.xlsx in a folder called source_data. Inside this file, there's a sheet named "Data". On this sheet, participant information starts at row 3. You want to extract the 'Name' from column B and 'Value' from column D for all rows where either the name or the value is present.

Here’s a configuration file (config.json) to do this:

{
  "exports": [
    {
      "input": "source_data/report.xlsx",    // Path to the specific input Excel file
      "output": "extracted_data.csv",      // Name of the CSV file to create
      "lookups": [
        {
          "operation": "looprows",           // We need to loop through rows
          "token": "DATA_ROW",             // Create a placeholder named %%DATA_ROW%% for the current row number
          "start": 3,                      // Start checking from row 3
          "count": 500                     // Check up to 500 rows (a safe upper limit)
        }
      ],
      "columns": [
        {
          "name": "participant_name",        // Name of the first column in our output CSV
          "type": "string",                  // Expect text data
          "value": "Data!B%%DATA_ROW%%"      // Get value from Sheet 'Data', Column B, at the current %%DATA_ROW%%
                                             // No trigger specified, so it defaults to "nonempty"
        },
        {
          "name": "measurement_value",     // Name of the second column in our output CSV
          "type": "number",                  // Expect numeric data
          "value": "Data!D%%DATA_ROW%%"      // Get value from Sheet 'Data', Column D, at the current %%DATA_ROW%%
                                             // Also defaults to "nonempty" trigger
        }
      ]
    }
  ]
}

Explanation:

  • input: Specifies the exact path to the single input file.
  • output: The name of the CSV file that will be generated.
  • lookups: Defines the %%DATA_ROW%% token via the looprows operation.
  • columns: Defines the output columns. Both default to the nonempty trigger, so a row is created if either cell B or cell D (in the current %%DATA_ROW%%) contains data.

Advanced Example: Handling Multiple Survey Files Recursively

Now for a more complex, realistic scenario common in research:

  • You have multiple Excel files spread across a folder named data and potentially its subfolders (e.g., data/year1/, data/year2/). Each file represents a survey response.
  • Each file has an "overview" sheet with metadata (like the survey name in cell C2).
  • Each file also has several data sheets named like "Survey A", "Survey B", etc.
  • On each "Survey X" sheet, there's a table listing participants starting in column C, but the exact starting row varies. This header might be "Participants" or "Subjects".
  • You want to extract all participant rows from all "Survey X" sheets across all found files into a single combined CSV file. You only want rows where a participant_id exists.

Here’s the configuration (config.json):

{
  "exports": [
    {
      "input": "data/**/*.xlsx",          // Use glob pattern: find all .xlsx files in 'data' and ALL subdirectories
      "output": "participants_all.csv",   // Combined output file name
      "lookups": [
        {
          "operation": "loopsheets",        // Find sheets within each file based on a pattern
          "token": "SURVEY_SHEET",          // Create placeholder %%SURVEY_SHEET%% for the matching sheet name
          "regex": "Survey .*"              // Pattern: find sheets starting with "Survey " (Note: loopsheets still uses regex for sheet names)
        },
        {
          "operation": "findrow",           // Find the row containing the header text
          "token": "HEADER_ROW",            // Create placeholder %%HEADER_ROW%% for the row number found
          "sheet": "%%SURVEY_SHEET%%",      // Search within the sheet found by loopsheets
          "column": "C",                    // Only search in column C
          "match": ["Participants", "Subjects"], // Find row where cell C contains either "Participants" or "Subjects"
          "select": "first"                 // Take the first match if both appear (or multiple times)
        },
        {
          "operation": "looprows",          // Loop through potential participant rows
          "token": "ROW",                   // Create placeholder %%ROW%% for the current row number being checked
          "start": "%%HEADER_ROW%%",        // Start looping from the header row found above...
          "startOffset": 1,                 // ...but add 1 to start on the row *below* the header
                                            // Do not specify an end or count to loop till the end of the sheet
        }
      ],
      "columns": [
        {
          "name": "source_file",            // Output column for the original Excel filename
          "type": "string",
          "value": "%%FILE_NAME%%",         // Use the special built-in token for the filename
          "trigger": "never"                // Metadata: include this info, but don't use it to decide if a row exists
        },
        {
          "name": "survey_form_name",      // Output column for the survey name from the overview sheet
          "type": "string",
          "value": "overview!C2",           // Get value directly from cell C2 of the 'overview' sheet
          "trigger": "never"                // Metadata: also doesn't trigger row creation
        },
        {
          "name": "participant_id",         // Output column for the participant ID
          "type": "string",
          "value": "%%SURVEY_SHEET%%!B%%ROW%%", // Get value from the current survey sheet, column B, current row
          "trigger": "nonempty"             // CRITICAL: Explicitly require this field to be non-empty to create a row
        },
        {
          "name": "participant_score",      // Output column for the participant score
          "type": "number",
          "value": "%%SURVEY_SHEET%%!I%%ROW%%", // Get value from the current survey sheet, column I, current row
          "trigger": "nonempty"              // Explicitly set trigger (same as default) - row created if this OR participant_id is non-empty
        }
      ]
    }
  ]
}

Explanation:

  • input: "data/**/*.xlsx": Uses ** to find files recursively.
  • operation: Replaces type in the lookups.
  • match: Used in findrow to look for either "Participants" or "Subjects" without using regex syntax.
  • trigger: The comment on participant_score is corrected. Setting trigger: "nonempty" explicitly here has the same effect as the default, meaning a row is created if either participant_id (which also has nonempty) OR participant_score has data in the source cell for that %%ROW%%.

Running the Tool

Once you have your configuration file (e.g., config.json) ready:

  1. Open your terminal or command prompt.
  2. Navigate to the directory where your config.json file is saved.
  3. Run the tool by typing:
excelextract config.json

This will execute the instructions in config.json and generate the specified CSV output file(s) in the same directory.

Configuration Reference

This section provides details on all available options for your JSON configuration file.

Each configuration file must have a top-level exports key, which contains a list [...] of one or more "export jobs". Each job defines one process of reading from input file(s) and writing to an output file.

{
  "exports": [
    {
      "input": "path/pattern/or/list/of/patterns", // e.g., "data/*.xlsx" or ["data/a*.xlsx", "data/b*.xlsx"]
      "output": "output_filename.csv",
      "lookups": [ /* List of lookup operations */ ],
      "columns": [ /* List of column definitions */ ]
    }
    // You can add more export jobs here if needed
  ]
}

Note: all keys/fields are case insensitive.

Top-Level Fields per Export Job

Field Type Required Description
input String or List Yes Specifies the input Excel file(s).
- If String: A path potentially containing glob wildcards (*, ?, **).
- If List: A list of path strings (each supporting glob).
output String Yes The name of the CSV file to be created with the extracted data.
lookups List Yes A list of lookup operations to find locations and define tokens. Executed in order.
columns List Yes A list defining the columns for your output CSV file.

(Note: Glob patterns like * match any characters except path separators, ? matches a single character, ** matches directories recursively.)

Lookup Operations (lookups)

Lookups find locations or iterate over parts of your Excel files, often defining Tokens (placeholders like %%NAME%%) that you can reuse later.

Common Fields for all Lookups:

Field Type Description
operation String The kind of lookup operation (e.g., "looprows", "findrow").
token String The name for the placeholder (Token) this lookup defines (e.g., "ROW_NUM").

Lookup Operation: loopsheets

Loops over sheets in the current workbook that match a regex pattern.

Field Type Description
operation String Must be "loopsheets".
token String Name of the token that will hold the matching sheet name (e.g., "DATA_SHEET").
regex String The pattern (regex) to match sheet names against (e.g., "Survey.*" matches Survey1, Survey2, ...).

Lookup Operations: findRow, findColumn

Finds the row number(s) or column letter(s) containing specific text. Useful for locating headers or markers whose position might change or have alternative names.

Field Type Description
operation String Must be "findRow" or "findColumn".
token String Name of the token that will hold the row number(s) or column letter(s) found (e.g., "HEADER_ROW"). If multiple values are selected (via select), the token might hold a list.
sheet String Name of the sheet to search within. Can use tokens (e.g., "%%DATA_SHEET%%"). Required.
match String or List Required. Specifies the text to find in cells.
- If String: Matches cells containing this exact (case-sensitive) string.
- If List: Matches cells containing exactly (case-sensitive) any string in the list.
column String For findRow only: Optional. Restrict the search to this specific column (e.g., "A").
row Number For findColumn only: Optional. Restrict the search to this specific row number (e.g., 1).
select String/Num/List Optional (default: "first"). Controls which match(es) to use if multiple cells match the criteria.
- "first": Use the first match found.
- "last": Use the last match found.
- Future: Integer or List support.
unique Bool Optional (default: false). Regardless which match is selected (e.g., "first"), if this is set and more than 1 match is found, the export exists with an error

Lookup Operation: findcell

Searches an entire sheet for a cell containing specific text and defines tokens for both its row number and column letter. This is useful when you need to locate a specific anchor point in a sheet and then potentially use its row and column context for further extractions.

Field       Type   Description                                                                                                                                                                                                  
operation String Must be "findcell"
match String or List The exact (case-sensitive) text to find within a cell on the specified sheet.
sheet String Name of the sheet to search within. Can use tokens (e.g., "%%DATA_SHEET%%").
rowtoken String Name of the token that will hold the row number of the found cell (e.g., "HEADER_ROW").
columntoken String Name of the token that will hold the column letter of the found cell (e.g., "DATA_COLUMN").
unique Bool Optional (default: false). If this is set and more than 1 match is found, the export exists with an error

This operation is the exception on the rule, which does not have the token field, but generates 2 tokens: rowtoken and columntoken.

Lookup Operations: loopRows, loopColumns

Iterates through a range of row numbers or column letters, assigning the current value to a token for each step.

Field Type Description
operation String Must be "loopRows" or "loopColumns".
token String Name of the token that will hold the current row number or column letter (e.g., "ROW", "COL").
start String or Number Starting row number or column letter. Can be a literal (1, "B") or a token ("%%HEADER_ROW%%"). Required.
end Number Optional. The row number or column letter to stop at (inclusive). Cannot be used together with count. If missing or set to None, it will loop to the end of the sheet
count Number Optional. The maximum number of steps to take. Useful if you don't know the exact end but want to set a limit. Cannot be used with end.
startOffset Number Optional (default 0). Adds this offset to the start value. E.g., start: "%%HEADER_ROW%%", startOffset: 1 starts one row below the header.
endOffset Number Optional (default 0). Adds this offset to the end value.
stride Number Optional (default 1). Step size for the loop. E.g., stride: 2 processes every second row/column.
hint String Automatic end detection can be slow if there is a sheet which contains a lot of rows/columns while trying to iterate a smaller sheet. Hint specifies which sheet you are trying to iterate over.

Column Definitions (columns)

Defines the structure of your output CSV file. Each object in the columns list corresponds to one column in the CSV.

Field Type Required Description
name String Yes The header name for this column in the output CSV file.
type String No Data type for the output column. Use "string" for text, "number" for numeric values (integers or decimals). Affects how data is read and potentially formatted. Default is "auto". See all available types below.
value String Yes How to get the value for this column. Can be:
- A literal string: value: "Constant Value"
- A cell reference: value: "SheetName!A1" or using tokens: value: "%%SHEET%%!B%%ROW%%"
- An Excel style formula (e.g., =sum(sheet!B2:B20))
trigger String No Controls if this column can trigger the creation of a new row in the CSV. Options: "nonempty" (default), "never", "nonzero". See Trigger System below.
rowOffset Number No Optional (default 0). Adds an offset to the row number part of a cell reference in value. Useful for getting data from adjacent rows (e.g., value: "Data!A%%ROW%%", rowOffset: 1 gets data from row below).
colOffset Number No Optional (default 0). Adds an offset to the column part of a cell reference in value. Useful for getting data from adjacent columns.

Important value Syntax:

  • If value starts with a equals sign (=), it's parsed as an Excel style formula. The Python Formulas Package is used to parse and calculate these values.
  • If not a formula, and value contains an exclamation mark (!), it's treated as a cell reference (SheetName!CellAddress). Tokens like %%ROW%% or %%SHEET%% will be substituted before reading the cell.
  • Otherwise, value is treated as a literal string that will be put directly into the CSV cell, this can include a token.

Examples:

Assuming a ROW (e.g., "10"), COLUMN (e.g., "B"), and SHEET (e.g., "overview") token are used to generate a row in the csv file, then these columns will be evaluated as:

"value": "Row = %%ROW%% and column = %%COLUMN%%" --> Literal string: "row = 10 and column = B"
"value": "=sum(%%SHEET%%!%%COLUMN%%2:%%COLUMN%%20)" --> Evaluate formula: "=sum(overview!B2:B20)"
"value": "overview!C%%ROW%%" --> Extract value from "C20" in sheet "overview"

Trigger System (trigger)

The trigger property on a column definition controls if and when a new row is added to your output CSV file.

  • If the trigger key is not specified for a column, it defaults to "nonempty".
  • For each potential data point identified by your lookups (e.g., for each row number in a looprows), the tool checks the trigger conditions of your columns.
  • If at least one column definition has its trigger condition met for the current context (e.g., current %%ROW%%), a new row is created in the CSV file.
  • Once a row is created, the tool calculates the value for all defined columns for that specific context and writes them to the CSV. If a referenced cell for a column is empty, an empty value will be written in the CSV for that column in the created row.

Available Trigger Values:

  • "nonempty" (Default):
    • The trigger condition is met if the cell referenced in the value field is not empty.
    • Use this (or rely on the default) for key data columns that indicate a valid record exists.
  • "never":
    • This column never triggers the creation of a new row, even if its referenced cell has data.
    • Use this for metadata columns (like source_file or fixed survey details) that you want to include alongside the main data but shouldn't determine if a row exists on their own. If all data columns are empty but a metadata column with trigger: "never" references a non-empty cell, no row will be created.
  • "nonzero":
    • The trigger condition is met only if the cell referenced in the value field contains a numeric value that is not equal to zero. Blank cells or cells with text do not meet this condition.
    • Useful if you only want to include rows where a specific measurement or count is actually greater than zero.

Types and Type Detection

ExcelExtract is designed to intelligently handle various data types commonly found in Excel files. It can automatically detect the most appropriate type for each column or allow you to specify types for precise control.

Supported Data Types:

The package can work with the following data types:

  • string: Textual data. This is the most general type and can represent any cell content.
  • integer: Whole numbers (e.g., 10, -5, 0).
  • float or number: Numbers with decimal points (e.g., 3.14, -0.001).
  • boolean: True or false values. Common string representations like "TRUE", "FALSE", "T", "F", "1", "0" are recognized during conversion if the column is determined or specified as boolean.
  • date: Dates without time components (e.g., 2023-10-26). ExcelExtract can parse various common date string formats.
  • datetime: Dates with time components (e.g., 2023-10-26 14:30:00). Various common datetime string formats are supported.
  • time: Time values without date components (e.g., 14:30:00 or 2:30 PM).
  • timedelta: Represents a duration or difference between two dates or times (e.g., "3 days, 4:00:00" or as a representation of Excel's numeric time values if directly present as datetime.timedelta objects). Note: Automatic detection of timedelta from varied string formats is limited; specifying the type might be necessary for complex duration strings.

Type Handling Modes:

  1. Automatic Detection ("auto"): This is the default behavior for columns where no specific type is provided by the user. ExcelExtract will analyze the data in each column and infer the most suitable and specific data type that can represent all values in that column. For example, if a column contains 1, 2, and 3, it will be detected as integer. If it contains 1, 2.5, and 3, it will be detected as float. If it contains 2023-01-01 and 2023-01-02 10:00:00, it will be detected as datetime.

  2. Specified Type: You can explicitly define the desired data type for each column (e.g., by providing a schema like "type": "number").

    • When a type is specified for a column, ExcelExtract will attempt to force-parse every cell value in that column into the specified type.
    • If a cell's value cannot be successfully parsed or converted to the specified type, its value will be set to None (representing an empty or unconvertible cell) in the extracted data. This ensures data consistency for the column according to your definition. For instance, if a column is specified as integer and a cell contains "hello", that cell's value will become None.

This system provides a balance between convenience through automatic detection and precision through user-defined type enforcement.

Simplified Table Extraction (simpletable)

For scenarios where your data is organized as a straightforward rectangular table within one or more sheets, with headers clearly defined in a single row, the simpletable mode provides a convenient way to automatically define columns based on these headers and extract the data rows below.

When a simpletable key is present in an export job, it instructs ExcelExtract to operate in a simplified mode for extracting data from a specific table range within a sheet. It automatically generates the necessary internal structure (equivalent to a row loop and multiple columns definitions) based on your simple specification.

This mode is particularly powerful when combined with the loopsheets operation, allowing you to easily extract data from identically or similarly structured tables across multiple sheets into a single output file. The generated column definitions from the simpletable are added to any columns explicitly defined in the columns list for the same export job.

simpletable Fields

The simpletable key should contain an object with the following fields:

Field Type Required Default Description
sheet String Yes None The name of the sheet containing the simple table. This must be a literal sheet name (e.g., "Data") or a token (e.g., "%%SHEET_NAME%%") obtained from a preceding loopsheets operation.
header_row Number or String No 1 The row number containing the column headers for the table. ExcelExtract will read cells in this row to determine output column names. Can be a literal number or a token (e.g., "%%HEADER_LOC%%").
startrow Number or String No headerrow + 1 The row number where the actual data begins (immediately below the header). Can be a literal number or a token (e.g., "%%DATA_START%%").
endrow Number or String No None The row number where the data extraction should stop (inclusive). Mutually exclusive with count. Can be a literal number or a token.
count Number No None The maximum number of data rows to extract starting from start_row. Mutually exclusive with endrow.
startcolumn String No "A" The letter of the first column to include in the table extraction. Can be a literal column letter or a token (e.g., "%%START_COL%%").
end_column String No Auto-detected The letter of the last column to include in the table extraction. If omitted, ExcelExtract will detect the last non-empty cell in the headerrow starting from startcolumn and use that column as the end. Can be a literal column letter or a token.
sourcefilecolumn String No None If provided, a column with this header name will be added to the beginning of the output CSV. Its value for each row will be the filename of the source Excel file being processed. This field does NOT support tokens for its value (it's the literal header name).
sheetnamecolumn String No None If provided, a column with this header name will be added to the beginning of the output CSV. Its value for each row will be the sheet name being processed.

How simpletable Generates Columns (Technical Explanation)

When simpletable is used, ExcelExtract performs the following steps internally for each input file matched by the top-level input pattern:

  1. It resolves any tokens in the sheet, headerrow, startrow, endrow, count, startcolumn, and endcolumn fields based on any preceding lookups.
  2. It identifies the headerrow within the specified sheet.
  3. It reads the cells in the headerrow starting from the resolved startcolumn to the resolved endcolumn (or the auto-detected endcolumn).
  4. For each non-empty cell found in this header range, it uses the cell's string value as the name for an output CSV column.
  5. It generates an internal column definition for each detected header, setting its value to reference the corresponding cell in the table data rows. The type for these auto-generated data columns defaults to "auto". The trigger defaults to "nonempty".
  6. If sourcefilecolumn is specified, it adds an additional column definition before the detected data columns. This column uses the specified name as its header, has "type": "string", its value is the internal %%FILE_NAME%% token, and its trigger is set to "never".
  7. These auto-generated column definitions are combined with any columns explicitly listed under the columns key in the export job.
  8. The tool then implicitly sets up a row loop based on the resolved startrow, endrow, and count parameters and proceeds to extract data using the combined list of column definitions for each row in that loop.

Essentially, the simpletable mode is a shortcut for defining a common set of lookups (looprows from startrow/count/endrow) and columns (one for each header cell in the specified range, plus an optional filename column). If your data structure requires more complex logic than this (e.g., non-rectangular tables, headers spanning multiple rows, data scattered in non-contiguous cells, different trigger logic per column, calculations), you will need to use the full lookups and columns configuration.

Interaction with Lookups and Edge Cases

The simpletable configuration streamlines the process of extracting rectangular data. Understanding its interaction with other lookup types is key to effective use:

  • Compatibility with loopsheets: This is a recommended use case. Include a loopsheets lookup to iterate over sheets, and use the sheet token (e.g., %%SHEET_NAME%%) in the simpletable's sheet field. ExcelExtract will apply the simpletable logic to each sheet found by loopsheets, combining the results.
  • Handling Varying Columns Across Sheets (with loopsheets): When using the simpletable configuration in conjunction with a loopsheets lookup, ExcelExtract identifies all unique header names present in the specified headerrow (startcolumn to endcolumn) across all sheets matched by the loopsheets pattern. The output CSV will include a column for every single unique header name encountered across all sheets. For rows extracted from a specific sheet, if that sheet's header row did not contain a header corresponding to a column in the final, combined list of headers, the value in the output CSV for that cell will be empty.
  • Incompatibility with looprows and loopcolumns: You must not include looprows or loopcolumns lookups in the same export job as a simpletable configuration. The simpletable mode generates its own internal row iteration (from startrow for count/to endrow). Including another explicit row or column loop will create conflicting iteration logic and lead to incorrect or massively duplicated output.
  • Compatibility with find* Lookups: Non-looping lookups such as findrow, findcolumn, and findcell can be used effectively before the simpletable configuration. Use these lookups to dynamically find locations (like a header row or table corner) and define tokens (e.g., %%HEADER_ROW_TOKEN%%, %%FIRST_COL_TOKEN%%). You can then use these tokens in the simpletable's headerrow, startrow, endrow, count, startcolumn, or endcolumn fields to make your table extraction dynamic even within a single sheet or when combined with loopsheets.

In summary, the simpletable mode provides a powerful shortcut for standard table extraction. Use it on its own for a single sheet, or combine it with loopsheets and non-looping find* lookups for more dynamic scenarios involving multiple sheets or variable table locations, but avoid using it alongside looprows or loopcolumns.

Built-in and Advanced Tokens

ExcelExtract provides one special token that is always available:

  • %%FILE_NAME%%: Holds the filename (including extension but excluding the path) of the Excel file currently being processed.

Other tokens (like %%ROW%%, %%SHEET%%, or custom loop tokens) are defined by you within the lookups section.

Implicit Tokens

Any column defined in your columns list can be used as an "implicit token" in the value field of other columns. If you have a column that resolves to the name price, you can use %%price%% in another column's value (e.g., value: "=%%price%% * 1.2"). The system replaces %%price%% with the calculated value of the "price" column. This works for both string and number types and has a recursion limit to prevent loops.

Tokens in Column Names

You can use any non-implicit token in the name field of a column definition. This allows the actual column headers in your output CSV to be dynamically generated. Often the intrarow feature described bellow is required to generate multiple columns, but this can also be used without intrarow.

Intrarow Loops

Note: This is an advanced feature for complex data reshaping. The full extent of its behavior in all edge cases is extensive. For example, columns which are expanded based on this feature are not available as implicit tokens.

You can add "intrarow": true to a lookup definition (typically a loopcolumns or loopsheets operation). This tells ExcelExtract to use that loop to generate multiple columns within a single CSV row, rather than creating new CSV rows for each loop iteration.

To take advantage of this feature, you need to use this token in the column name.

This feature allows for powerful data pivoting and aggregation directly during extraction.

Order of Columns

By default, ExcelExtract preserves the order as which they are defined in the config file, or for dynamic columns, in order that they are detected.

However, if you need a specific order, you can add the order keyword to the configuration file. For example:

{
    "simpleTable": {
        "sheet": "sheet"
    },
    "order" : [
        "Name",
        "Role",
        "Salary"
    ]
}

The output csv will have the columns in order as specified by this list. All columns which are not specified by this list are added to the end of this list, in their original order.

Note: there is no token evaluation in this list. To order dynamic columns, you have to specify the exact names.

File Tokens

TODO: Write documention

Quick example syntax:

"fileTokens": [
  {
    "token": "EXCHANGE_RATE",
    "default": "1.0",
    "match": {
      "data/Hungary/*.xlsx": "0.0025",
      "data/Poland/*.xlsx": "0.22"
    }
  }
],

Key Features Summary

  • Simple extractions directly using the command line, no config file required
  • Extracts data based on a clear JSON configuration, separating settings from the tool itself.
  • Selects input files using intuitive path strings with glob pattern support (*, **, ?), accepting a single path or a list of paths.
  • Uses Tokens (like %%ROW%%, %%SURVEY_SHEET%%) as placeholders for dynamic values like row numbers or sheet names found during processing.
  • Supports various lookup operations (loopsheets, looprows, loopcolumns, findrow, findcolumn) to locate data dynamically.
  • Can find specific rows/columns based on cell content using match (for exact or alternative strings) without requiring regex, while loopsheets still uses regex for sheet name patterns. Uses select to choose which match(es) to use.
  • Flexible Trigger System (defaulting to nonempty) to precisely control when data rows are created based on whether key cells contain data or meet specific conditions (nonzero).
  • Use Excel style functions (e.g., =sum(sheet!B2:B20)) to extract aggregated data.
  • Use earlier defined columns in new columns, see implicit tokens.
  • Combines data from multiple sheets and multiple Excel files into single CSV outputs.
  • Outputs standard CSV files (UTF-8 encoded) compatible with most data analysis tools and spreadsheets.

License

MIT License

This project is not affiliated with or endorsed by Microsoft. "Excel" is a registered trademark of Microsoft Corporation. This tool uses the .xlsx format purely as a data source.

Contributing

This tool is shared in the hope it helps others with structured data collection workflows. Pull requests, feedback, and improvements are welcome! Please feel free to open an issue or submit a pull request on the project repository.

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Extract unstructured data from excel files

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