Adding Excel Sheets as a datasheet is simple & takes only a few minutes. Create comprehensive metrics, KPIs, and reports combining your financial and non-financial data directly from Excel Sheets.
To add an Excel Sheet as a datasheet for use within Reach Reporting, follow these steps:
Step 1. Navigate to the Sheets section, click the add new button, and select the Upload Excel Sheet option.
Step 2. Download the Excel template, make your changes to the sheet and upload the Excel file.
Formatting Rules
- Cell A1 should be an "Id" column. “Id” is a unique identifier corresponding to each row in a Excel Sheet. A unique Id can be anything if there is not one currently being used. In short, no duplicates and every row needs a corresponding “Id”.
- Cell B1 Should be a "Name” column displaying names of the data you put in each row under “Date” columns.
- “Date” columns should be labeled as dates (Jan 2020) where the month and the year are displayed. There must not be duplicates.
- The dates must also be formatted as "Date" within the Excel Sheet.
- Optionally, you can add additional “non-date” columns describing your data (such as departments, starting and ending dates, URLs etc.)
Step 3. Once you've connected your Excel Sheet, you'll have access to its data throughout the Reach Reporting software. To include the data in your report or dashboard, simply click on the "Add Data/Rows" button in the metric builder. A pop-up display will appear, where you can select the desired data to be visually presented in your report or dashboard. After making your selections, click "Save".
Similarly, you can also add additional "non-date" columns to provide more descriptive information about your data. Click on the "Add Columns/Dates" button and choose the Excel Sheet (non-date columns) option from the drop-down menu. Then, select the Excel Sheet and the specific column from which you want to pull data.
Step 4. If you make changes to your Excel Sheet, make sure to upload those changes to Reach by clicking on the "update" button next to the original Excel file you uploaded.
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