Uploading an Excel file to a data source allows for easy updates and management of your report data. After creating a data source, you can upload Excel files to populate it. When you need to refresh your reports, simply update your Excel spreadsheet and re-upload it to the same data source. This ensures your reports always display the latest information.
The step-by-step guide below will walk you through the process of uploading your Excel file to a data source, ensuring a seamless and efficient update for your reports.
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Articles in this section
- How to create a data source collection (Administrators only)?
- How to use data source fields
- How to set privileges in a Data source collection?
- How to upload an Excel into a data source?
- Creating footnotes in linked tables
- Connecting a data source to a table and using connected tables
- Managing data sources