Connecting to Excel

Note: This topic describes how to import data using the online Sisense Web Application. To import data through the desktop ElastiCube Manager, click here.

The ElastiCube Manager enables easy and quick access to tables contained within Excel spreadsheets.

There are two options for uploading data, the first is to upload your file to the Sisense Server. Once the file is uploaded, the data will be imported into the ElastiCube as it was at the time the file was uploaded.

The second option is to define the location of your files on the Sisense Server. This is the preferred option if your Excel files frequently change, but remain in the same location on the Sisense Server as the data is taken from the Excel files each time the ElastiCube is built.

When you import multiple files from a folder and build your ElastiCube, the data is combined together in a single table. To build multiple tables with separate tables for each file, you must repeat the process for each file you want to import as a table. If you have any questions about data accumulation between builds, please contact Sisense Support.

Note: Click here to see tips on how to prepare your Excel files before adding them to your schema in the ElastiCube.

To import data from your Excel files:

  1. In the Data page of ElastiCube Manager, open an ElastiCube or create a new ElastiCube.
  2. In the ElastiCube, click . The Add Data dialog box is displayed.
  3. Click Microsoft Excel. The Microsoft Excel Connect area is displayed.
  4. Select the relevant option for importing your data:
    File Upload
    1. Select this option to import your data from your Excel file. If the file is updated later, you will need to upload it again. To upload the file, click Browse and navigate to the file to be uploaded or drag the Excel file to the File Upload area.

      The uploaded file is added to the Uploads list.
    2. Select the relevant Excel file(s) to be uploaded.
    3. (Optional) Toggle the Union Selected switch to append several Excel files together when the data is imported into the ElastiCube. The data in the files must have the same column and data types. After you have finished uploading the relevant Excel files, select them from the upload list and click Next. Continue to Step 5.

    Server Access

    1. Select this option to define the location of your files on the Sisense Server if your Excel files frequently change, but remain in the same location on the Sisense Server as the data is taken from the Excel files each time the ElastiCube is built.
    2. Select Input Folder Path and enter the full file path with the file name where your Excel files are located. This will display each Excel file in the folder in the next screen where you select what tables to add to the ElastiCube.
      OR
      Select Input File Path and enter the full file path with the file name and its extension of your Excel file. For example, C:\Example.xlsx. This file display all the tables in the Excel file on the next screen where you select what tables to add to the ElastiCube.
    3. (Optional) Toggle the Union Selected switch to append several Excel files together when the data is imported into the ElastiCube. The data in the files must have the same column and data types.
    4. After you have finished defining the locations of your Excel files, click Next and continue to Step 5. A list of Excel files in the directory are displayed.
  5. From the Select Table list, click to select preview the columns in the Excel file and display the Settings, which provides more options for customizing your data.
  6. In the Settings area, define the following settings:
  1. After you have selected all the relevant tables, click Done. The tables are added to your schema in the ElastiCube Manager.