Drag and drop an Excel file
This article shows you how to display data from a Microsoft Excel file using simple drag-and-drop operations in Dundas BI.
2. Drag an Excel file to the Explore window
This example depicts these steps followed in a new dashboard created from the main menu, but you can follow the same steps in a new metric set.
Locate your Excel file in Windows Explorer or Finder.
Drag the Excel file and drop it over the Explore window in Dundas BI.
The Excel file is automatically imported into Dundas BI as a data connector.
Expand the Data Connectors folder in the Explore window to see the auto-generated data connector which corresponds to the Excel file. You can further expand the data connector to see the column structure of the Excel sheet.
Drag the Excel sheet from the Explore window to the canvas. A table visualization appears which displays the contents of the Excel sheet.
3. Drag an Excel file directly to the canvas
Optionally, you can drag an Excel file from your computer and drop it directly onto the canvas of the dashboard (when editing) or a new metric set.
The Excel file will also be added as a data connector in the Explore window, and a corresponding table visualization will appear on the canvas.
4. Remove a column from the table
Right-click over the table visualization. From the menu, select Data Analysis Panel.
In the Data Analysis Panel, remove the 'x' column by clicking the x icon to its right.
5. Replace date column with time hierarchy level
Expand the Time Dimensions folder in the Explore window.
Expand the default time dimension and also its first hierarchy.
Drag the 'Month' level of the hierarchy, hover over the table visualization, and then drop it onto the existing 'date' column under Rows in the Data Analysis Panel.
The table visualization is updated automatically to show month names in the 'date' column.
6. Re-visualize as a bar chart
Finally, select the table, click Re-Visualize from the toolbar, and then click Bar. The table is now displayed as a bar chart with month names along the X axis.
Dragging and dropping a file to the application will upload the file.
- Changes to the original file will not affect the generated data connector. To refresh the data based on the changes made in the original file, specify a UNC path in the data connector settings. See Connecting to Excel for more information on connecting to an Excel file.
- An uploaded file will be automatically warehoused after the first use to improve performance.
- You can download an uploaded file. Right-click the checked-in data connector in the Explore window and select Download File.