Version
Diagram Step 2.png

Excel, Google Sheets, CSV files, Documents and Images

ReportPlus supports importing Excel (.xlsx, .xls), CSV, documents (.pdf, .docx, etc.) or images (.jpg, .png) to be used as data source in the creation of dashboards. The options to import spreadhseets are the following:

Files can either be referenced from cloud storage, such as SharePoint, Google Drive, or Dropbox, or locally from your local drive. Using the cloud storage is recommended because it will allow you to access the data from any device on different platforms without needing to create multiple copies of the data file.

Local files can also be attached when sharing a dashboard by e-mail. There are also two parameters to modify if you are using Excel, CSV or Google Sheets.

Using files from Box, Dropbox, Google Drive, OneDrive or SharePoint

When possible, it is recommended to configure a connection to a shared file content repository such as SharePoint, Dropbox, or Google Drive. Once a connection has been configured, files available in these repositories can be added to the dashboard directly. In this case, the dashboard will keep a reference to the file and will reflect changes if the file is modified.

EnterExceldetails_Desktop

If you need to carry this file with you, there’s always the option to copy the file from the content repository to your Computer.

This ensures availability of the file in offline scenarios, or even the chance to create new dashboards with the local copy.

For instructions on how to configure Dropbox, Google Drive or SharePoint, click on the below links:

Using local files

In order to import a local Excel file, you will need to follow the steps outlined below:

  1. Choose CSV/Excel as your Data Source.

  2. Click the On my device option from the list.

  3. Select your desired file. You will see the following screen:

ExcelChoosingData_Desktop
  1. Select the information you want to visualize. You can choose to have a Quick Look at your spreadsheet, select a specific Sheet, a Named Range, or a specific range of cells.

You will then see a new widget appear in your dashboard with the information; by default, the visualization type will be a Grid View.

ExcelWidget_Desktop

Advanced Configuration: Working with Excel and Google Sheets data

When you create a dashboard with Excel or Google Sheets as a data source, you can enter parameters to change how the information is displayed. You will find the fields in the Parameters section.

ExcelAdvancedParameters_Desktop

The available parameters are:

  • First row contains labels. If unselected, the application will ignore the values in the first row.

  • Automatic range selection. If unselected, you can manually select a custom cells range. This can be achieved by manually entering a range in the custom cell range field.

Advanced Configuration: Working with CSV Files

Dates in CSV files are auto-detected and assigned with the corresponding type (Date, DateTime, and Time). On rare occasions, however, a date format might not be recognized as expected (e.g.: "dd/mm" identified as "mm/dd"). In those cases, a CSV parameter (DateFormat) can be used to set a specific date format only for the current file.

Make sure you carefully consider the new date format to be used, as it will replace ReportPlus' auto-detection entirely, identifying as dates only the fields that are an exact match for the DateFormat parameter.

CSVAdvancedParameters_Desktop