After creating an MS Excel File (.xls, .xlsx) (#1000) data source, the settings for importing data from Excel files are configured in the detail view of the data source.

The following general properties of the data source can be configured in the upper area of the detail view:

OptionDescription
NameName of the data source
Drill down to posting levelScript for drill-down to posting level Drill-down for Direct Access to MS Excel (Demo) (#5000) (optional)

Specify the type of Excel files you wish to import on the Configuration tab. A description with the structure and the keywords to be used is displayed for each type of Excel file.

Tree view and detail view of a data source. The type 'Excel file contains keywords (simple)' has been chosen in the detail view.
Selection of the type of Excel file to be imported

The Excel file to be imported must be structured according to the description displayed.

The following types of Excel files are available:

For this type, the structure of the Excel file must follow a specific pattern so that the Lucanet Excel parser can process the data. All format details are fixed and cannot be changed.

As soon as you choose this type:

  • A detailed description of the structure of the Excel file is displayed.
  • You can download an example file from the description.

For this type, the structure of the Excel file must follow a specific pattern so that the Lucanet Excel parser can process the data. More keywords can be used than for the simple form.

As soon as you choose this type:

  • A detailed description of the structure of the Excel file is displayed.
  • You can download an example file from the description.

This type is used to read in Excel reporting packages. Reporting packages are complex Excel files. An example file for the reporting package can be provided upon request by Lucanet.Consulting.

As soon as you choose this type, a detailed description of the structure of the Excel file is displayed.

This type is used to read in data from Excel files with any layout.

As soon as you choose this type, a detailed description of the structure of the Excel file is displayed.

Depending on the selected type, further tabs are displayed for configuration specifications. You can find the descriptions of the options on the additional tabs also in the description of the respective Excel type.

The elements that use the data source are displayed on the Uses tab.

You can open the respective element by clicking the link in the Name column.

Shows the uses tab. Highlighted is the name of the tab and the name column.
'Uses' tab