Update Excel

1.1 Version

Note: For versions of BI prior to 2020-01-15, both methods of updating Excel need to ensure that the re-uploaded Excel table is consistent with the original version, and the table structure is consistent, that is, field name and field order are consistent. Users with data table editing permissions can modify the original field type and then update when updating Excel.

1.2 Application scenario

When users need to update Excel, they can use the "Update Excel" function.

1.3 Feature introduction

Supports "Append Data" and "Replace Data" operations.

• Append Data: refers to adding incremental data on the basis of the previously uploaded Excel data sheet.

• Replace Data: refers to uploading a new Excel to replace the previously uploaded data.

Note 1: When modifying the field type in the Excel dataset, whether in the table editing interface or updating the Excel interface, the last modified type will take effect.

Note 2: The Excel dataset does not support real-time update.

1) Enter "Data Preparation", select the Excel dataset you want to update, and click "Update Excel", as shown in the figure below:

Note: Only the Excel dataset with editing permission will have the "Update Excel" button.

2) Enter the Excel update page, you can see that there are two update methods: "Append Data" and "Replace Data".

2.1 Append data

Append data is that Excel data to be uploaded will be added as new data after the original data. The additional data will not affect the previous original data.

1) Select the Excel to be appended, and click "Open", as shown in the figure below:

2) Users need to check the sheet they need. If the Excel only has one sheet, just upload it directly. Click "OK", as shown in the figure below:

3) After the data is added successfully, it prompts "Excel appended data success!", and you can see the added data at the end. As shown below:

Upload logic of appending data

2.2 Replace data

Re-uploading refers to replacing data with newly uploaded Excel data.

1) Click "Update Excel > Replace Data" and select the Excel to replace the data, as shown in the figure below:

2) The user selects the sheet he needs to upload and clicks "OK". As shown below:

3) After uploading successfully, it prompts "Excel upload succeeded!", and successfully replaces the data, as shown in the following figure:

Upload logic of replacing data

3.1 Operations that trigger Excel update

Performing some operations will trigger the update of the Excel dataset, as shown below:

Note 1: When the business package is updated, the Excel dataset under the business package will not be updated at the same time.

Note 2: During the global update, a specific business package in which a specific Excel dataset is located is configured to update following the global update, and the Excel dataset does not follow the update.