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Welcome !!

This is a simple & quick how to procedure which explains about how to make an Excel as a source to WebI. Thanks if you found this interesting and utile.

Note: This is a special feature available from BO Version 4.1 (SP2) onwards.

I’ve tried to post this maximum with the screenshots hope we all love more of a screenshots rather composing big paragraphs. This process is not a big deal still will hopefully help fresh guys.

Here is how we can upload an excel file and make it as a source for WebI report.

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Choose Local Document, and choose the destination folder to upload an excel file.

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Choose file from your computer as highlighted.

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Here you can choose the file you want to upload and make your WebI Report

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Click Add to upload the file.

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It will be uploaded as highlighted here.

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Now, it is time to create a WebI Report based on uploaded file.

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Select new report.

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Choose Excel as a Data Source.

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Choose the destination folder on which the excel was uploaded and saved.

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Here you can do settings for the excel file.

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Now the WebI will show all the dimensions and measure as default.

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You can choose and change a dimension into a measure as per requirement.

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Here you can even select type of the object(String/Date/Number).

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After doing all necessary steps you can run query to get result as intended.

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You can also save this as WebI query as highlighted.

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That’s it. Thanks

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3 Comments

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  1. Suri Babu

    Hi,

    Do you have any idea how to update the excel file?

    If we update excel file and reupload then it is asking to save a copy of it intead of overwrite.

    Thx,

    (0) 
    1. Pavan K

      Right click on the excel file ->replace

      This way you can update the excel file and upload it without changing its ID/CUID.

      (0) 

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