Excel Connection

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

Check out the given illustration on how to create an Excel connection and associate it to a charting component.

• 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.

Creating an Excel Data Connection

• 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.

Configuring the connection and getting the data

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.

The Condition tab

Please Note: 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.