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Excel Update

  • Last update:  2024-04-03
  • Overview

    Version

    FineBI Version

    New Content

    6.0

    /

    Application Scenario

    When you need to update the Excel datasets, you can use the Update Excel function.

    Function Description

    Update Excel supports the operations of Append and Replace.

    Append: You can append the newly-uploaded data to the data in the previously-uploaded Excel datasets.

    Replace: You can upload new Excel datasets to replace the data in the previously-uploaded Excel datasets.

    iconNote:

    1. Whether you modify the field type in an Excel dataset on the table editing page or on the Update Excel page, the field type will take effect based on the last modification.

    2. Excel datasets do not support real-time updates.

    Procedure

    1. Choose Public Data, select the Excel dataset you want to update, and click Update Excel, as shown in the following figure.

    iconNote:
    Only Excel datasets with editing permissions have Update Excel.

    You can download the Excel dataset: Store.zip

    fd4c6006310f040687fc16cb4877a55.png

    2. You can see two update methods (Append and Replace) in the upper-right corner of the Update Excel page.

    c13b469101606e597db0de43995d284.png

    Appending

    Append means that the newly-uploaded Excel data are appended to the original data. The newly-uploaded data does not affect the original data.

    1. Click the Append button, select the Excel file (with data in the file you want to append) to upload, and click Open, as shown in the following figure.

    You can download the Excel dataset: Southeast Store.zip

    af14e456f070d1bf3b59101d84ebb2c.png

    2. You need to select the sheet you want to append. If the Excel file you have uploaded only has one sheet, you can upload it directly. Click OK, as shown in the following figure.

    1197f016bfff8c5628c381465c736c2.png

    3. After the data are added, "Excel appended data success!" is displayed at the top of the page, and you can see the data of Southeast Store are appended below the original table data.

    f330fb4bc3fb7aab9ea4e48ea779090.png

    Upload Logic of Appending Data

    Scenario

    Upload Method

    There is a new field in the appended table. (The 

    new field has a totally different name from all the 

    fields in the original table.)

    The new field is ignored, and the data in that field are 

    not appended to the original table.

    The field does not exist in the appended table. 

    (The original table has a field, but the appended 

    table does not have the same field name to 

    match the field.)

    The value of that field (exists in the original table, but 

    not in the appended table) is null.

    The field types in the appended table are different from those in the original table.

    The fields (different from those in the original table) in 

    the appended table are converted to the field in the original table based on the field types.

    There are duplicate fields in the appended table.

    The duplicate fields are corresponded according to the order of appearance of these duplicate fields

    Replacing

    Replace means to replace the original data with the newly-uploaded Excel data.

    1. Click Update Excel, click Replace, and select the Excel file (with data in the file you want to replace with the original data) to upload, as shown in the following figure.

    b0adb8af520faeb109511bdfa97a8ef.png

    2. Select the sheet you want to upload, and click OK.

    a8e8d54b4fcdf27e60608afd3f98416.png

    3. After you have uploaded the sheet, "Excel upload succeeded!" is displayed at the top of the page, and you can see the data of the original table are successfully replaced by the data of Southeast Store.

    b14f30a56313b3cae736497f3b07139.png

    Upload Logic of Replacing Data

    Scenario

    Upload Method

    There is a new field in the replacement table. (The new field does not exist in the original table, and not even a 

    field name in the original table can match the name of 

    the new field.)

    The new field in the replacement table is added to the original table.

    The field does not exist in the replacement table. (The 

    original table has a field, but the replacement table 

    does not have the same field name to match the field.)

    The value of that field (exists in the original table, but not in the 

    replacement table) is null.

    The field types in the replacement table are different 

    from those in the original table.

    The fields (different from those in the original table) in the replacement 

    table are converted to the field in the original table based on the field 

    types.

    There are duplicate fields in the replacement table.

    The duplicate fields are corresponded according to the order of 

    appearance of these duplicate fields. (The data are re-uploaded 

    without altering the original order of field names.)

    Excel Dataset Update Instruction

    Operations that Trigger an Excel Update

    The update of Excel datasets will be triggered if you perform certain operations, as shown in the following table.

    OperationUpdate ContentAssociation

    The Excel dataset has been uploaded and successfully saved.

    The Excel dataset is updated immediately.

    There is no association.

    The field type in an already updated Excel dataset has been modified.The Excel dataset is updated immediately.The existing association is updated.
    An Excel dataset has been re-uploaded and successfully saved.The Excel dataset is updated immediately.The existing association is updated.
    An appended Excel dateset has been uploaded and successfully saved.The Excel dataset is updated immediately.The existing association is updated.


    iconNote:

    1. When you update the business package, the Excel datasets within that business package are not updated.

    2. The Excel dataset in the business package (configured to be updated with the global update) is not updated when you perform the global update operation.

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