Create a New Report by Uploading an Excel File

This page explains how to create a report by uploading an Excel file as a data source. Users can practice this functionality using a provided sample file.

Workflow Overview

The Upload Excel option in the Create New Report page allows you to:

1. Upload an Excel file.

2. Select a worksheet from the file.

3. Preview variable types and sample data.

4. Create a Data Store.

5. Build and save views in the report.

Steps to Create an Excel-Based Report

1. Access the Report module from the platform homepage.

2. On the Create New Report page, provide:

   • Report Name – Enter a unique name for the report.

   • Description – Add an optional description.

3. Select Upload Excel.

4. Provide a Data Store Name.

5. Click Choose File and upload an Excel file.

6. Select a specific Sheet from the drop-down menu.

System Feedback During Upload

• A notification prompts the user to wait while the file is uploaded.

• The Choose File option turns blue once the upload succeeds.

• A notification message confirms file upload completion.

• A blue tick mark appears next to File Uploaded to indicate success.

Explore Uploaded Data

• The Data Store Details tab opens by default, displaying metadata.

• Open the Variable Types tab to view detected field types and counts.

• Open the Examples tab to preview sample rows from the uploaded sheet.

Create Report

1. Click Create Report at the bottom of the page.

2. A notification confirms that Data Store creation has started.

3. Once processing is complete, the new Data Store is available.

4. The system redirects you to the Design page of the report.

5. Begin creating and saving Views (charts, KPIs, tables) using the uploaded dataset.

Notes:

• Only one worksheet can be selected per upload. If multiple sheets are required, repeat the process.

• Large Excel files may take longer to process; upload progress and success notifications are displayed.

• Ensure column headers are well-structured; they will become the field names for reporting.

• Saved reports can contain multiple views generated from the same Data Store.

Rules to Remember while using a Flat File

Please ensure the selected CSV/ Excel file follows the format given below:

1. The first row in the file should contain the column headers.

2. The headers should not have a space. It should be a single word or two concatenated by an underscore(_).

3. The headers should not contain any special characters. E.g., %, #,$, @, *, etc.

4. The headers should not have only numerals. It should be with at least one alphabet.

5. All cells in a column should have a single data type.

6. The header should not use single or double quotes, dots, brackets, or hyphens.

7. Files with UTF-8 encoding are not supported in data store creation.

8. The size of an Excel file should be less than 10MB.

Try it out yourself

Follow the above instructions and use the CSV file as sample data to create your first self-service visualization report with BDB.

10KB

Sample Excel File for Report Creation.xlsx

Open

Please note: Kindly change the name of the Sample File while using it for your trial each time, if you are attempting more than one trial.