Drag and drop an Excel file

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1. Overview

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.

Drag Excel file to Explore window
Drag Excel file to Explore window

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.

Auto-generated data connector for Excel file
Auto-generated data connector for Excel file

Drag the Excel sheet from the Explore window to the canvas. A table visualization appears which displays the contents of the Excel sheet.

Drag the Excel sheet to the dashboard canvas
Drag the Excel sheet to the dashboard canvas

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.

Remove column
Remove column

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.

Replace date column with Month level
Replace date column with Month level

The table visualization is updated automatically to show month names in the 'date' column.

Table showing month names
Table showing month names

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.

Re-visualize as a bar chart
Re-visualize as a bar chart

7. Notes

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.

8. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri