Excel Import Introduction-FineReport Help Document

Last update： 2023-12-15

Overview

Function Description

In FineReport bulk data entry scenarios, you can directly import Excel data to the data entry page, facilitating offline Excel data circulations and better utilizing data, as shown in the following figure.

To achieve the import effect in this document, you need to download the Excel Import Mark plugin.

Function Principle

When you import Excel data through the plugin, Excel data is first imported to reports where then data entry is performed, and finally written into databases.

Function Learning Suggestion

Stage	Learning Content	Learning Goal
Requirement Analysis Stage	Excel Import Introduction	Understand Excel import use scenarios, master the Excel import logic, and know the correct scenarios to use the Excel import function.
Development and Implementation Stage	Excel Import Mark	Master the Excel import mark function and be able to develop templates correctly based on business needs.
Development Optimization Stage	Excel Import FAQs	Be able to find corresponding solutions based on problems and optimize templates.

Report Introduction

Reports Supporting Excel Import

Note:

You need to download the Excel Import Mark plugin before importing the following reports through the import function.

Number	Report Type	Figure Example
1	Reports with single line headers, which have no horizontal expansion content.
2	Reports with single line headers, some of which have horizontal expansion content.
3	Reports with the content outside the report content area to be imported.
4	Free reports (namely no expansion cells).
5	Reports with multi-layer headers.
6	Reports with headers, which have multiple horizontally expanded datasets.
7	Reports with the content area composed of multiple datasets.
8	Reports with multiple expansion lines in the content area.
9	Reports with the content area as horizontal.
10	Excel reports with multiple sheets.

Reports Not Supporting Excel Import

Number	Report Type	Figure Example
1	Reports with slashes in cells.
2	Reports with multiple data areas.
3	Excel reports with grouped and merged cells (as the grouped and merged cells will be automatically split into lists after import).
4	Reports with formulas in cells (as the formula linkage calculation effect will be invalid if the template data is overwritten by Excel data during import).

More Excel Import Examples

Document	Application Scenario
Database Table Clearance Before Excel Import	You need to clear data in the original database table before Excel data import and submission.
Automatic Increment of Serial Number During Excel Incremental Import	You hope that the previous serial number can be continued (for better sort) during Excel incremental import (provided that some serial numbers have already been in the database table).
Excel Import Logic Setting Plugin	You need to modify the default import logic in general import, custom import, and batch import. For example, you can modify the default Excel import logic through the plugin if you need to match the template data with Excel data based on positions/titles/cell positions during import, to change Excel data values into the needed actual values during import, or to import Excel data with vertically expanded cells to a template with horizontally expanded headers.
Multiple Excel Imports	You need to perform clearance imports, overwriting imports, and incremental imports.
Custom Excel Import	You only need to import Excel data in some rows and columns.

Previous：Display Value Conversion During Excel Import

Next：Data Entry Setting

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Excel Import Introduction