2.10.3 Importing Excel Data into a Dashboard
Note: Offline dashboard editing features are available only if product is licensed for Viewsheet Forms.
Dashboards provide several features to assist in offline data editing. You can export data from dashboard Tables and Input Components into an Excel file, edit the data values and make input selections within the Excel file, and re-import the revised data and selections into the dashboard at a later time. This allows you to edit a dashboard offline, while not actively logged into the server.
To import data from Excel into a dashboard, the following conditions must be satisfied:
• The Excel file was created by the procedure described in Exporting a Dashboard for Editing in Excel. (If the Excel file was created by another process, the import will not succeed.)
• Each editable table and input control in the dashboard has the same name (set by the 'Name' field in the 'Table Properties' dialog box) as the corresponding table or control in the Excel file. (The names are used to match the Excel components with the corresponding dashboard components.)
When you have verified the above conditions, follow the steps below to import the modified data from the Excel file:
1. Press the 'Import' button in the dashboard toolbar. This opens the file selection dialog box.

2. Choose the Excel file that you want to import, and press 'Open'.
This uploads the Excel data into the dashboard tables and columns with corresponding names, and updates input elements with revised settings. Records which have been added or edited within Excel are highlighted for better visibility.
For information on committing modified table data to a database, see Committing User-Modified Data to Database (Database Write-Back), in Dashboard Scripting.
See Also
Exporting Table Data for Editing, in Dashboard Design, for information on how to configure editing features.
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