> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/governed-dashboards-3/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/governed-dashboards-3/connecting-to-a-data-source/establishing-a-data-connection/excel-connection.md).

# Excel Connection

Steps to develop a data connection based on the Excel file.

{% hint style="success" %}
*Check out the given illustration on how to create an Excel connection and associate it to a charting component.*
{% endhint %}

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FJAM6tJvpT2el9WwyxXve%2FExcel%20connector.gif?alt=media&#x26;token=e6cb8831-e073-4bef-8653-d59aad913471" alt=""><figcaption></figcaption></figure>

* Click the ***Data Connectors*** icon to display all the available data sources.
* Click the ***Create New Connection*** icon provided next to the ***Excel*** option.
* A new connection gets added under the Excel connection type.
* The connection-specific details get displayed on the right side of the page.

<figure><img src="https://4011692272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq31vylHQzfu10ahsh9Qq%2Fuploads%2F7sfWMM0zwu2pofN8oPfE%2Fimage.png?alt=media&amp;token=4808b230-5fad-4f73-9425-b1878ce02641" alt=""><figcaption><p><em><strong>Creating an Excel Data Connection</strong></em></p></figcaption></figure>

* Configure the following information:
* ***Name*****:** Name the connection.
* ***Browse:*** Click the ***Browse*** icon to browse an Excel file.
* ***Sheet Name*****:** Select a specific sheet using the drop-down menu.
* ***Load at Start*****:** Enable this option to get the updated data from the data source before loading it into charts.
* The ***Field Set*** tab displays all the fields after establishing the data connection.

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FUGCK0czlXufavQc2Q3WK%2Fimage.png?alt=media&#x26;token=3f9130c1-58ee-4196-8954-3b2920bee777" alt=""><figcaption><p><em>Configuring the connection and getting the data</em></p></figcaption></figure>

Select the ***Condition*** tab and provide a condition to be applied as a filter on the selected data by putting checkmarks in the given boxes. E.g., The selected Conditions for the ***Category*** field is ***Catalog***.

<figure><img src="https://859511478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGDmsjfjJBNqow7Fo97cO%2Fuploads%2FwyEwwAnQuhrRXYqXaPzP%2Fimage.png?alt=media&#x26;token=c78764c9-8462-4891-86ee-b1e7c9365d89" alt=""><figcaption><p><em>The Condition tab</em></p></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> Click on the **Script on Load** icon provided next to the connection to navigate to the Script tab where the user can trigger a script to produce some action on the connection.*
{% endhint %}