Creating a new Report by Uploading an Excel File

This page describes steps on how upload a CSV file to create a New Story. The user can try this functionality themselves by using the sample file.

Check out the given walk-through on how to create a new Story and save a View in it using the Upload File option.

Creating an Excel Report

• Access and click the Story module.

Accessing the Story module from the Platform Homepage

• The Create New Story page opens.

• Provide name for the Story.

• Provide description for the story.

• Click the Upload CSV or Excel option.

Creating a New Story by uploading an Excel File

• Provide the Data Store Name.

• Use the Choose File option to upload a file.

• A notification flashes suggesting the user to wait till the file gets uploaded.

• The file upload completion is suggested through the mention of 100%.

• The Choose a File option turns blue suggesting the successful upload of the selected file.

• As soon the file gets uploaded, the File Uploaded option gets a blue tick mark.

• The Data Store Details tab opens by default (as displayed in the below-given image).

• Open the Variable Types tab to get the variable types with count.

• Navigate to the Examples tab to display the sample data from the uploaded file.

• Click the Create Story option given below.

• After clicking the Create Story option the Data Store gets created and the Data Store Created option gets a blue tick mark.

• The Story gets created based on the selected Data Store and the user gets redirected to the Design page of the newly created Story.

Story based on the uploaded file (CSV)

Story based on the uploaded file (Excel)

Try it out yourself

As explained above Creating a New Story with BDB Story module is so easy and gets completed in less than 3 minutes. If you don't believe this, here is a sample Excel file for you to try it out yourself.

10KB

Sample Data_Decomposition.xlsx

Please Note: Kindly change name of the Sample File while using it for your trial each time.