Adding Excel Data

Application Scenario

FineBI allows you to upload local Excel tables for data analysis.

Note:

You are not allowed to add Excel data to standard analysis subjects.

Function Description

You can choose My Analysis > New Subject > Local Excel > Upload Data, select a required Excel table, and click OK.

Preparation

Check Item	Detailed Requirement and Precaution
Supported file type	Note: Only XLS and XLSX files of Excel 2003 and 2007 are supported. XLS files saved as Excel 5.0/95 files cannot be uploaded. You can upload CSV, XLS, or XLSX files.
File encryption restriction	Encrypted Excel files cannot be uploaded.
Security setting (for CSV files only)	If you upload CSV files, disable File Upload Verification under System Management > Security Management > Security.
Cell format	Do not merge cells in the first row; otherwise, the upload will fail.
Content limit	Cells cannot contain Excel function calculations such as VLOOKUP and SUMIFS calculations.
File naming rule	File names cannot contain special characters including ? * : " < > / \   and cannot start with spaces.
Data volume limit	A maximum of 100 data tables can be added to a single analysis subject.

Adding Excel Data

Create or open an analysis subject, click , select Local Excel, and select Extracted Data or Direct-Connected Data based on business requirements, as shown in the following figure.

Selecting an Excel Table

1. Click Upload Data and select the required local Excel file, as shown in the following figure.

2. You can modify the table name, click Open, and then click OK to upload the data, as shown in the following figure.

Previewing, Saving, and Updating the Data

After a successful upload, you will enter the data editing page. You can click Save and Update to save and update the data in the analysis subject, as shown in the following figure.

You can click Preview to preview the added data, as shown in the following figure.

Updating the Data

On the data editing page, you can click , as shown in the following figure.

You can click Append or Replace to achieve the corresponding effects, as shown in the following figure. For details of procedures and rules, see Excel Update.

You can choose to upload multiple Excel tables. You can use the Ctrl key, the Shift key, or the mouse to select multiple tables.

After the batch table selection, you can choose to upload data from multiple sheets. Data from multiple sheets in an Excel file will be uploaded as multiple tables to FineBI. The following figure shows the effect.

After adjusting the field types of all tables, click OK.

If the field names, types, and orders of the selected tables are completely identical, a prompt will be displayed, saying "Consistent fields exist in these data tables. Do you want to merge these tables into one table?"

For details, see the "Uploading Excel Data" section.