Working with MS Excel Files

MS Excel (.xlsx) files are created in Microsoft Excel. Requirements for importing Excel files are:

• The file must be saved in MS Excel format using an .xlsx extension.
• The file is a workbook. Each tab in the workbook is a worksheet.
• The workbook name can be any name you choose. When importing, the default workbook name is the table variable name. The workbook can be selected from either your local machine or network, or from the workfiles server.
• Once the workbook has been imported, it is saved to the workfiles location and can be selected again.
• The worksheet tab must be named. If the worksheet is not named, the import will fail. The default name for the worksheet is the table variable name.
• Excel files can be imported in bulk or one at a time.
• Only one worksheet can be mapped to a workbook. If you need to use a second worksheet, you must save the workbook using another workbook name and import the worksheet with the updated workbook name. When the workbook is imported, the mapping is saved for the named worksheet.

Importing Table Data from an Excel File

For example, in the Figure Importing Table Data from an Excel File, the workbook ModelYearFactor has two worksheet tabs; BI Factor and BI Model Factor. If a table variable has been created called BI Factor and the data imported was from the worksheet ModelYearFactor, then the data from the worksheet BI Model Factor cannot be imported using the same workbook. The workbook must be saved under a different name and that will allow for the BI Model Factor worksheet to be imported.

Workbooks are saved to the workfiles location with the file name and a unique identifier. Workbooks are saved with the original mapping used. If this file is no longer needed, system administrators can delete files from the workfiles location.

• Importing an MS Excel File in to a Table Variable
• Importing MS Excel File Import Data File Options