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Bind a Report to an Excel Workbook

This tutorial describes how to bind a report to data obtained from a Microsoft Excel workbook:

Create a new report.
Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the Data Source property and click Add New DataSource.

On the first page of the invoked Data Source Wizard, select Excel File and click Next.

On the next wizard page, select a required Excel workbook. To do this, click the ellipsis button and locate the source file or enter the full path to this file. The XLS, XLSX, and XLSM formats are supported. Click Next to proceed to the next wizard page.
eurd-win-selectexcelworkbook
The next wizard page allows you to specify import settings.eurd-win-exceldatasource_specifyingimportoptions
Specify the required settings and click Next.
Enable the first checkbox to use values of the first row as field names. If you disable this option, the values of the first row will be imported as data and field names will be generated automatically. You can also specify whether to include empty rows to the result data source and whether to skip hidden rows and columns.
On the next wizard page specify from which part of the workbook to extract data. All worksheets, tables and named regions existing in the workbook are listed here.
eurd-win-exceldatasource_choosingtablesheetrange
The next wizard page allows you to select the required columns and specify their settings.eurd-win-exceldatasource_selectingcolumnseurd-win-exceldatasource_datapreview
Click Finish to complete the wizard.
On this page, you can also preview the resulting data by clicking the Preview... button.
To include a column to the resulting data source, enable the corresponding Selected check box. Use Name to specify the custom column name and Type to choose the column type.

The created data source becomes displayed in the Report Explorer's Components node. The Field List reflects the data source's hierarchy.

Wednesday, 09 January 2019 Posted in Bind to Data
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