Import Excel

Version

Application Scenario

Position matching, the built-in logic of general Excel import, is triggered when the template preview style exactly matches the Excel file style.

When position matching is triggered, the data with its corresponding cell positions from Excel files are imported into the template intactly on a 1:1 basis. Example:

Note:

1. If you need to modify the import logic of Excel files, see Excel Import Logic Setting Plugin.

2. General Excel import is suitable for simple Excel file import scenarios, while Excel mark import combines manual marking and intelligent recognition to import Excel data. The latter integrates all existing Excel import logics and methods, enabling smarter operations, more powerful functions, and richer application scenarios. Therefore, the Excel Mark Import plugin is advised to be used preferentially.

1. Template

2. Excel file

Template Preparation

You can download the template: Free Report Data Entry.cpt.

Import Button Adding

1. Choose Template > Web Attribute on the menu bar.

2. Click Data Entry Setting, select Set for This Template Separately from the drop-down list of Following Settings, and double-click the Import Excel Data button to add the button to the toolbar, as shown in the following figure. 

Effect Display

Note:

1. The function is not supported on mobile terminals.

2. Images in Excel files cannot be directly imported into reports and need to be uploaded through file widgets.

Save the report and click Data Entry Preview. Click the Import [Excel] button on the toolbar, select the downloaded Excel file, and click Open. The following figure shows the effect.

You can download the template: Data Matching by Position During Excel Import.cpt.

You can download the Excel file: Data Matching by Position During Excel Import.xlsx.

If you set the log level to DEBUG, you can retrieve the details about the logic executed during this import from the logs after the import.