> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/self-service-visualization-5/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/self-service-visualization-5/creating-a-new-report/create-new-report/creating-a-new-report-by-uploading-a-file/creating-a-new-report-by-uploading-an-excel-file.md).

# 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.

{% hint style="success" %}
*Check out the walk-through to create a new Story and save a View using the Upload Excel option.*
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FPNelcAkYdUmY8WBpHYZb%2FCreating%20an%20Excel%20Report.mp4?alt=media&token=18122832-0aa8-4bf8-80c9-5bac1138074e>" %}
***Creating an Excel based Report***
{% endembed %}

* Access and click the ***Report*** module icon.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FKvixYgH2oO2kOYXb1e6L%2Fimage.png?alt=media&amp;token=7157b96c-1f47-4a99-a1c5-0961fe03838e" alt=""><figcaption><p><em><strong>Accessing the Report Module</strong></em></p></figcaption></figure>

* The ***Create New Report*** page opens.
* Provide a name for the report.
* Describe the report.
* Click the ***Upload Excel*** option.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2F5TMf3g5KNJgEFaJKItXy%2Fimage.png?alt=media&amp;token=8f12063a-db2e-4061-b7c7-7f8d473a23f6" alt=""><figcaption><p>Creating a New Report by uploading an Excel File </p></figcaption></figure>

* Provide the Data Store Name.
* Use the Choose File option to upload a file.    &#x20;
* Select a specific Sheet by selecting a Sheet from the drop-down menu.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FxRK1tuo09CWpJGgop0Hr%2Fimage.png?alt=media&amp;token=3693a460-910c-4ac1-bf2b-4d40d8e39f68" alt=""><figcaption></figcaption></figure>

* A notification flashes suggesting the user wait till the file gets uploaded.&#x20;
* The Choose a File option turns blue suggesting the successful upload of the selected file.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2F6hS2bNcBLyYv1nKdBEVL%2Fimage.png?alt=media&amp;token=482cb5d9-507f-4247-a0a9-51bbc42d6964" alt=""><figcaption></figcaption></figure>

* A notification message appears to ensure the completion of the file upload action.
* The ***File Uploaded*** option gets a blue tick mark after the file is uploaded.&#x20;
* The **Data Store Details** tab opens by default (as displayed in the image).

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FElNOHykZNip9Trfpybl8%2Fimage.png?alt=media&amp;token=71bfd914-7dcd-46ad-8244-3c7c60f74173" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2Fy5Jq693Pqeh1FcW5ai6y%2Fimage.png?alt=media&amp;token=e98223d3-5c0d-441b-80c1-c854f95a98a3" alt=""><figcaption></figcaption></figure>

* Navigate to the ***Examples*** tab to display the sample data from the uploaded file.
* Click the ***Create Story*** option given below.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FX4BIHxscCehzUgQ4E9qN%2Fimage.png?alt=media&amp;token=f19407ae-c7c7-4818-9e7c-4b84706d56c5" alt=""><figcaption></figcaption></figure>

* A notification message appears to ensure that the Datastore creation has been started.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FsvbPrP6pdDk4ObWCzw8a%2Fimage.png?alt=media&amp;token=d5947241-a800-41fe-bc11-3e687736a510" alt=""><figcaption></figcaption></figure>

* The report gets created based on the selected Data Store and the user gets redirected to the Design page of the newly created Report.

<figure><img src="https://3555642236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxZF8YGlESz97qqyTOJvz%2Fuploads%2FxAnbQd02pEOBUeyqDhv8%2Fimage.png?alt=media&amp;token=3fdc4794-6ba4-420b-b4e2-e6b4ec7acadc" alt=""><figcaption></figcaption></figure>

<details>

<summary>Try it out yourself</summary>

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.

</details>

{% file src="/files/mYutsftspA463xYOjNKV" %}

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> Kindly change the name of the **Sample File** while using it for your trial each time*.
{% endhint %}
