{"id":6076,"date":"2019-08-14T15:31:50","date_gmt":"2019-08-14T21:31:50","guid":{"rendered":"http:\/\/www.designandexecute.com\/designs\/?p=6076"},"modified":"2019-08-14T15:38:43","modified_gmt":"2019-08-14T21:38:43","slug":"how-to-use-excel-csv-or-txt-files-as-external-data-providers-in-webintelligence-webi-reports","status":"publish","type":"post","link":"https:\/\/www.designandexecute.com\/designs\/how-to-use-excel-csv-or-txt-files-as-external-data-providers-in-webintelligence-webi-reports\/","title":{"rendered":"How to use Excel, csv or txt files as External Data Providers in WebIntelligence (webi) reports"},"content":{"rendered":"\n<p> Traditionally the Full client and then later the rich client was mandatory to get this done but now  webIntelligence (webi) can manage this task just as easily starting in BI 4.1.  It is as easy as 1-2-3 to get your webi reporting done using these external data providers or data sources.  <\/p>\n\n\n<ol>\n<li><strong>Upload the Data provider<\/strong> (note that txt files only are possible in 4.2 and above)\u00a0 Go to the document tab &gt;&gt; New &gt;&gt; Local Document. \u00a0 <em>(note: this is only for agnostic documents, not webi documents)<a href=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/LocalDocument.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6081 aligncenter\" src=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/LocalDocument.png\" alt=\"local document webi\" width=\"271\" height=\"220\" \/><\/a><\/em> Click Choose file &gt;&gt; Using the browse find and load the xls, txt or csv.<a href=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/browseWebi.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-6082\" src=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/browseWebi.png\" alt=\"browse Webi Documents\" width=\"679\" height=\"546\" srcset=\"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/browseWebi.png 679w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/browseWebi-300x241.png 300w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/browseWebi-522x420.png 522w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/a><\/li>\n<li>Create the new webi report using Excel as the Data Source.\u00a0 Browse in the business objects (BO) repository to the uploaded file to be used as a Source.<a href=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6083 aligncenter\" src=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel.png\" alt=\"webi using excel as data source\" width=\"339\" height=\"454\" srcset=\"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel.png 339w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel-224x300.png 224w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel-314x420.png 314w\" sizes=\"auto, (max-width: 339px) 100vw, 339px\" \/><\/a><\/li>\n<li>Option to Selectively filter rows on import and Refresh the report. <a href=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/filterRows.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6084 aligncenter\" src=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/filterRows.png\" alt=\"filter excel rows in webi\" width=\"460\" height=\"268\" srcset=\"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/filterRows.png 460w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/filterRows-300x175.png 300w\" sizes=\"auto, (max-width: 460px) 100vw, 460px\" \/><\/a><\/li>\n<\/ol>\n<p>you are now free to format the data using the standard webi functions for report banding using sections or derived data using variables.<\/p>\n<p>if you choose to upload a excel spread sheet (new data source) you can replace the current provider or add as a new file.\u00a0 <em>If you add a new file you will need to use the query panel to re point the webi report to the new data provider.<a href=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/change-source-webi.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6085 aligncenter\" src=\"http:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/change-source-webi.png\" alt=\"chnage webi data source business business objects\" width=\"299\" height=\"391\" srcset=\"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/change-source-webi.png 299w, https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/change-source-webi-229x300.png 229w\" sizes=\"auto, (max-width: 299px) 100vw, 299px\" \/><\/a><\/em><\/p>\n<p>\u00a0<\/p>","protected":false},"excerpt":{"rendered":"<p>Traditionally the Full client and then later the rich client was mandatory to get this done but now webIntelligence (webi) can manage this task just as easily starting in BI 4.1. It is as easy as 1-2-3 to get your webi reporting done using these external data providers or data sources. Upload the Data provider [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6083,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30,43],"tags":[],"class_list":["post-6076","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bi-business-objects","category-bi-excel"],"jetpack_featured_media_url":"https:\/\/www.designandexecute.com\/designs\/wp-content\/uploads\/2019\/08\/newExcel.png","_links":{"self":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/6076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/comments?post=6076"}],"version-history":[{"count":5,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/6076\/revisions"}],"predecessor-version":[{"id":6090,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/posts\/6076\/revisions\/6090"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/media\/6083"}],"wp:attachment":[{"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/media?parent=6076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/categories?post=6076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.designandexecute.com\/designs\/wp-json\/wp\/v2\/tags?post=6076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}