Creating Reports from Excel Sheets
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Hi,
Do Decisions reports support using Excel as a source? Im looking to add some reports on my dashboard and cant seem to find how to import data from an Excel file.
Thanks in advance.
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Hi,
You absolutely can use Excel as a resource for reports. You can use a Flow Data Source" which executes a workflow to get report data and the workflow engine has tons of Excel handling steps. Let me know if you have any more questions on building this report.
[i]edited by Zack on 4/20/2016[/i]"0 -
Im having some trouble setting up the flow properly. Are there any examples of the process in action?
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Sure thing. Here is a document that explains how to use a flow to source a report: http://documentation.decisions.com/using-flow-source-report/
In your flow you can use the Excel manipulation steps found under Data>List>Excel and CSV to get the data that you wish to source your report with.
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That document was helpful for me but Im still having trouble on the reporting side of things. Are there any examples I can follow on report building in Decisions?
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No worries. We will get this solved!
Here is a link to our general documentation site: http://documentation.decisions.com/
Here are some links to documentation relevant to creating reports, charts and dashboards:
http://documentation.decisions.com/creating-your-first-report-2/
http://documentation.decisions.com/creating-your-first-portal-page/Have a look over these and let me know if you have any specific questions afterwards.
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Thanks, those links were quite helpful. I am finally able to connect to the table that Im interested in. However, the view that I have for the data is not correct. I wanted to display the data as a bar chart. Is that possible?
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Once you have your report displaying the data you need you can group" the data in a column. Then on the left above your report select Add>Charts>Bar. This will create a chart which displays whatever data you have grouped."
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