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Excel

Connect to an Excel workbook so you can browse worksheets, build a query, and fill the report from the sheet.

Goal

Create a working Excel connection in Connection Manager and use it as a report Data Source.

Prerequisites

  • One .xlsx workbook
  • A header row on each worksheet you want to query

Steps

  1. Open Data → Connection Manager….
  2. Add a connection and choose Excel.
  3. Browse to the workbook, or enter its path.
  4. Click Test. Test discovers the visible worksheets.
  5. Choose the Worksheet to use when the query does not name one.
  6. Save the connection.
  7. On the Data tab, select the connection. Browse data. Each visible worksheet is a table.
  8. Open Query Builder, choose columns and filters, then Apply.
  9. Preview the rows, place fields on the report, then Preview.

[ Screenshot: Excel connection settings ]

Notes

Note

Desktop keeps the selected file path. In the Web Designer, the uploaded file is stored with the data source.

Note

Hidden worksheets are not listed. Column types are inferred from the cell values.

Tip

Report parameters ($P{name}) can filter the query.

Result

The connection appears in Connection Manager. Query results become report fields.

See Also