Bold BI dashboard designer allows you to connect Excel files from both local and cloud storage.
Bold BI supports connecting Excel workbooks created with version 2007 and later with .xlsx
and .xls
file extensions.
Prepared workbook should be a structured one. It should be created with unique column names and the value in a row must be in same data type for the corresponding columns.
The first row’ values of your worksheet will be considered as column names by default in Bold BI. So, provide a unique and meaningful column name in your spreadsheet that will make it easy to identify your data.
You can upload a maximum of file size 200 MB.
To connect an Excel file from local storage, follow the below steps:
Click CREATE NEW to launch a new connection from the connection panel.
Select Excel
data source from the connection panel.
Import Type
and click here to know more.Tables and Columns
.Click Connect and you will be navigated to data source designer page. Here,the worksheets/tables
are listed in a tree view on the left side of the editing window.
Now, drag and drop the worksheet/table you want to analyze, and preview the data by clicking Update.
You can also refresh
the Excel data and click here to know more.
Click Save to save the data source.
To connect an Excel file from cloud storage, follow the below steps:
Click CREATE NEW to launch a new connection from the connection panel.
Choose the Cloud Storage
from the category and for example, choose the data source as Microsoft SharePoint
.
Import Type
and click here to know more.You can schedule refreshes to keep your data on the dashboard up to date using Refresh Settings
option and click here to know more.
Now, click Select and then preview window will appear. Here, you can choose your preferred Tables and Columns
.
Click Connect and you will be navigated to data source designer page. Here, the worksheets/tables
are listed in a tree view on the left side of the editing window.
Now, drag and drop the worksheet/table you want to analyze, and preview the data by clicking Update.
Bold BI allows you to import excel as Worksheets
and Tables
.Choose Tables to fetch tables from Excel worksheets. Choose Worksheets to fetch an entire worksheet of data along with tables.
NOTE: The import type feature is only available for the version 2007 and later with .xlsx extension format.
Bold BI Excel
data connector allows you to connect data from different worksheets.
Follow the below steps to connect data from different tables:
Worksheets
in Import type.Click Preview & Connect button and then preview window will appear.
Here, the sheets are listed in the left pane. To see the data preview of a sheet in the right pane, choose specific sheet from the drop-down list at top right corner of the window as shown in the following image.
Bold BI Excel
data connector allows you to connect multiple tables across the worksheets. In the following workbook, Order Details
worksheet has two different tables. Now, you can connect both tables in the designer.
Follow the below steps to connect data from different tables:
Tables
in Import type.Click Preview & Connect button and then preview window will appear.
Here, the tables are listed in the left pane. To see the data preview of a table in the right pane, choose specific table from the drop-down list at top right corner of the window as shown in the following image.
Bold BI allows you to join tables from two or more different data sources. To combine multiple data sources, use the Shared Tables
panel at the bottom of the data source designer.
Click here to know more.
Bold BI allows you to refresh
the excel data in your dashboard. You can update this by editing the data source connection.
Follow the below steps to edit data source connection:
Excel file
from local storage, which should be the same source file with updates or a different file name but with the same schema.Bold BI allows you to refresh
the cloud-stored excel data in your dashboard. You can update this by creating a schedule to move data from your cloud location to an intermediate database location.
Follow the below steps to refresh the data:
Select the recurrence type, recurrence, start and end dates in the Refresh Settings
dialog box.
Now click Schedule button.
NOTE: In cloud storage, you may either replace the latest file with one of the same name or edit your existing file and save it with the modified content before refresh triggered. If schema changed in uploaded file, then data will be lost in your dashboard.
NOTE: You can also schedule refresh for already created data source. Click here to know more.
Below are the limitations for connecting excel file in Bold BI,