DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

New Data Source screen (Microsoft Excel)

Configures a Microsoft Excel file as your data source.

Excel Table Configuration screen — Figure: Excel Table Configuration screen

Background and Setup

Prerequisites

A process-based app.
Your Microsoft Excel file must be formatted so AgilePoint NX can read it.
For more information, refer to Rules for Using Microsoft Excel Files with AgilePoint NX

Good to Know

Your Microsoft Excel file must be permanently stored in a supported repository. The following rules apply:
- The file name must not change for the Excel file.
- Once the data source is configured, the Excel file must not move from the configured location.
- The names for any folders or other dependent items, such as SharePoint document libraries, in the path to the Excel file must not change.

How to Start

Open the Data Model screen.
For information about how to open this screen, refer to Data Model screen.
On the Data Model screen, click Add Data Source .
On the Select Data Source screen, select Microsoft Excel.
Click Next.

Repository screen

Specifies the location of your Microsoft Excel file that contains the data in table format.

Repository screen — Figure: Repository screen

Fields

Field Name	Definition
Box	Opens this Screen: Repository Configuration for Box Function of this Screen: Specifies the location of your Microsoft Excel file in Box.
OneDrive	Opens this Screen: Repository Configuration for OneDrive Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive.
OneDrive For Business	Opens this Screen: Repository Configuration for OneDrive For Business Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive for Business.
SharePoint	Opens this Screen: Repository Configuration for SharePoint Function of this Screen: Specifies the location of your Microsoft Excel file in SharePoint.
Google Drive	Opens this Screen: Repository Configuration for Google Drive Function of this Screen: Specifies the location of your Microsoft Excel file in Google Drive.
File System	Opens this Screen: Repository Configuration for File System Function of this Screen: Specifies the location of your Microsoft Excel file on the AgilePoint Server machine.

Excel Table Configuration screen > Configuration tab

Configures how to collect data from a Microsoft Excel file for your process-based app.

Excel Table Configuration Configuration tab — Figure: Excel Table Configuration > Configuration tab

Good to Know

The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Fields

Field Name	Definition
Data Source Name	Description: Specifies a name for your data source. Allowed Values: One line of text (a string). Not Accepted: Spaces Default Value: None Accepts Variables: No Example: Refer to: (External) Form Based Apps – SharePoint Data Source
Repository Type	Description: Shows the type of repository you selected in the Repository screen for your Microsoft Excel file. Allowed Values: Read only.
File Name	Description: Shows the name of the Microsoft Excel file you selected in your repository. Allowed Values: Read only.
Primary Entity Name	Description: Specifies the name of the Microsoft Excel table to use for your process. Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table. Allowed Values: A Microsoft Excel table name from the list. Default Value: None. When you select the access token in the Repository Configuration screen for your repository, the Microsoft Excel tables associated with the Excel file in the repository show in the Primary Entity Name list. Accepts Variables: No

Excel Table Configuration screen > Fields tab

Specifies the Microsoft Excel columns to use in a process-based app.

Excel Table Configuration Fields tab — Figure: Excel Table Configuration > Fields tab

Prerequisites

Complete the Excel Table Configuration screen > Configuration tab.

Fields

Field Name	Definition
Check box	Description: Specifies the Microsoft Excel columns to use in your process. Allowed Values: Selected - Your process uses the Excel column. Deselected - The Excel column does not show in your process. Default Value: Selected
Display Name	Description: Shows the Microsoft Excel column associated with an Excel table. Allowed Values: Read only.
Data Type	Description: Shows the data type for a Microsoft Excel column. Allowed Values: A data type from the list. Default Value: The data type of the associated Excel column.
Unique	Description: Shows whether a duplicate value is permitted in the Microsoft Excel column. Allowed Values: Read only. Yes - This column is unique. Duplicate values are not permitted. No - Duplicate values are permitted.