Load Microsoft Excel Data

TIP: Note that the Data Wizard windows can be resized as required for optimum display of data.

1. To display the Data Wizard, select New Data Source in the Load Data Section from the File Ribbon.

2. The Welcome screen displays. Click Next. In the Select Data Source Type wizard page, if not already selected, click the radio button for Microsoft Excel File. Click Next.

3. In the Specify Data File wizard page, specify the source file for your data. You can type the path name directly into the edit box or click the Browse button to locate the file.

   If the first row of your data file identifies the field names, be sure that a checkmark in the First row holds list of field names field. Click Next.

4. The Select Data for Dataset wizard page displays. If the Excel file contains more than one worksheet, each worksheet is shown in the Available Items list.

   To select a worksheet, use the mouse to drag an item in the Available Items column to the Selected Items column or double-click on the worksheet item. You can also use the buttons located between the Available Items and Selected Items fields (Use >> to copy all available items, > to copy a single highlighted item, < to remove a single highlighted item from the Selected Items column or << to remove all items from the Selected Items column).

   TIP:

   • Loading starts from cell A1, with only 1 row for field names.

   • Defined Names within the Excel spreadsheet will be shown as Available Items and can be used to load subsets of worksheet data. After using such an item in a Data Source, be careful not to modify its defined cell ranges within the spreadsheet.

   Click Next.

5. The Configure the Dataset wizard page displays. In this page, you can:

   • Edit the table name or change field properties via the Configure View.

   • Preview the first 25 rows of data in the dataset via the Data View.

     Two views appear on the top left side of the wizard page:

   • By clicking the Configuration View you can:

     • Edit the display name for the table.

     • Configure which fields to include in the dataset by checking or clearing the checkbox in the first column.

     • Change field properties, such as display name for the field, field data type, and the level of precision, whether or not to group digits or show the values as a currency for numeric fields.

   • The Data View displays the data values for the first 25 rows in the dataset. This is a view-only mode to help confirm it is the desired dataset and is the default view for the page.

   To edit the table name, type the new table name in the Table Name edit box.

   To select a field to include in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. If no checkmark appears, click on the check box to select the field. Repeated mouse clicks on the checkbox will toggle field selection between including in the dataset and excluding from the dataset.

   TIP: Click on the first column header to select all or exclude all fields from the dataset. To deselect a field for inclusion in the dataset, if a checkmark appears in the first column of the row, the field is already included in the dataset. Click the check box to clear the checkmark, thus excluding the field.

   To change properties of a field, highlight the cell to be changed. For the Display Name column, type in the desired name. For the Data Type, Precision and Currency Symbol columns, note the drop down arrow that displays to the right of the cell. Click the arrow to display a list of options to choose from and make a selection from the pulldown list. For the Group Digits and As Currency columns, click on the checkbox to toggle whether or not to use these options.

   TIP: For currency columns, the currency symbol defaults to the symbol used by the computer's regional settings, which can change if the project is opened on a different computer. To use a specific symbol regardless of the computer's settings, select a symbol from the pulldown list.

   Click Next.

6. Review the information displayed in the Dataset Summary wizard page. This information includes:

   Source Type – Microsoft Excel Worksheet (*.xls). Data Source – The name of the file. Source Table - The name of the worksheet. Display Name - The name of the table as it will appear in ADVIZOR. Rows – The number of rows of data to be loaded. Selected Fields – The number of fields you selected in the Configure the Dataset wizard page.

   Click Next to proceed. Note that when click the Next button, the dataset is loaded immediately. You no longer can modify the dataset properties until after the dataset has been successfully loaded.

7. The Loading Dataset wizard page displays. It shows the progress as data is loaded into ADVIZOR.

8. The Completing Data Wizard wizard page is displayed. In this page, a default data source name is included to uniquely identify this dataset.

   If you want to use a different name to identify this data source, type in a new name in the Data Source Name edit box. When the Remember Data Source Definition checkbox is checked (the default setting), the dataset and all of its configured properties will be remembered for “one-click” data loading the next time you use the ADVIZOR application.