How Do I Configure a Microsoft Excel File to Use as a Data Source for an App?

To configure the Microsoft Excel file to use as a data source for your app, do the procedure in this topic.

Good to Know

  • This procedure applies to any use of a Microsoft Excel file as a data source for an AgilePoint NX app. This includes Excel files used for eForm lookups.

How to Start

  1. Open the Microsoft Excel file you want to use as your data source.

Procedure

  1. Enter your data in Excel.

    This is the data your AgilePoint NX app will read in your Excel file.

    • The data must be entered in rows and columns.
    • In the first row, each column must have a unique text string. AgilePoint NX uses this text as the column name.

      AgilePoint NX does not support Non-English characters for column name. The supported characters are:

      • Alphanumeric
      • Underscore
      • Space
    • Each column must specify a data type, such as date, currency, or text, that is the same for all rows in the column.
  2. Convert the data to an Excel table.

    For AgilePoint NX to read the data in Excel, it must be defined as a table.

    1. Select a cell that has your data.
    2. On the Excel ribbon, click Home > Format as Table.
    3. Select your table from the list.
    4. On the Format As Table screen, the range for your data shows. Adjust the range if necessary.
  3. Rename the Excel table.

    The table name functions like a database table name. This name lets AgilePoint NX locate your data in the Excel file.

    1. Select any cell in the table.
    2. On the Excel ribbon, on the Table Tools tab, click the Design tab.
    3. On the Excel ribbon, in the Table Name field, and enter a name for your table.

      The table name does not support Non-English characters and space. The supported characters are:

      • Alphanumeric
      • Underscore