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Working with Spreadsheets in ReportPlus

Below are a couple of helpful tips and tricks for working with spreadsheets within ReportPlus.

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ReportPlus expects your data to be organized in columns and will name fields after the spreadsheet’s first row. If your data is organized in rows instead, you can transpose the fields in ReportPlus.

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When working with CSV files, avoid formatting the spreadsheet. Instead, apply any necessary formatting (1000 comma separators, currency signs, etc.) through ReportPlus.

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The Quick Look option for an Excel or CSV file will only show data in the first sheet by default. You can select the specific sheet in the Parameters section.

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For 2 or more series charts, the order in which you drop fields in "Columns", "Rows" and "Values" will determine how the chart is plotted, regardless of the column order in your Excel file.

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If columns have different types of data combined (strings, numbers, etc.), ReportPlus will treat them as a column with strings only. This will affect, among other things, formatting.

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Password-protected files and hidden ranges are not supported in ReportPlus.

Data Ranges

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Excel files allow you to select a custom range of data within your spreadsheet, while CSV do not. If you need to select specific data, make sure you always work with an Excel spreadsheet.

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If you have a spreadsheet with a named range, you can choose that specific Named Range as a data source.

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If your Excel data is organized in non-adjacent columns, ReportPlus will pick up the column with most data.

Dates, Numbers and Percentages

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By default, numbers will have 2 fraction digits. To change this, access the Formatting menu for the field.

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Excel formulas such as RAND and RANDBETWEEN will not generate random results in ReportPlus. In order to achieve dynamic results, you will need to use Math Calculated Fields.

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The 1000 separator is disabled by default, even for large numbers. To turn it on, access the Formatting menu.

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If you need to show percentages or currencies, you will need to select that option from the Formatting menu.

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If you want a date as a column header, make sure you include a ' so Excel will respect your format. The default date format for headers is the full-length format (YYYY-MM-DD 00:00:00 +0000).

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Percentages in Excel sheets will be shown in a 0 to 1 scale unless the format is changed to "Percentage". For example, 39% will be displayed as 0.39.