Create a report from an imported Microsoft Excel document

In addition to creating reports from tables and data sources maintained on your instance, you can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files.

Before you begin

Role required: admin, sys_admin, report_admin, pa_admin, or pa_power_user

You must have Performance Analytics to create reports with imported data. See Activate Performance Analytics Premium.

Note: The following restrictions apply to imported data:
  • The maximum file size is 2 MB.
  • The maximum number of rows is 10,000; the maximum number of columns is 25.
  • Only the first sheet of an .xlsx file with multiple sheets is imported.
  • The first row and first column of the imported file must not be empty. The first row is used to identify the column names.
  • It is not possible to join columns, calculate fields, or make other changes to the table after import. These changes must be made before import.
  • The imported .xlsx file must have a specified expiration date.
  • If the owner deletes the table after import, reports based on the imported table are also deleted.

About this task

Note: Importing report data in this way is useful when you have information that is maintained outside of your instance, for example, recurring third-party data. To import an external data set into your instance permanently, see Importing data using import sets.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. In the Source type list, select External import.Source type menu, External import option selected
    Note: The External import menu option is only available is Performance Analytics Premium is enabled.
  4. Choose an existing imported report source, or click the Upload icon (Upload icon) icon to import a new file.
    1. Click and drag the file onto the drop zone or click Browse files to choose it from your file system.
    2. Enter a name for the uploaded file.
    3. Set the expiration of the file. After this date, the imported file is deleted and reports based on it are no longer available.
    4. Select the visibility for the uploaded file: Only you, all users, or a specified group of users, groups, or roles.
    5. Click Upload.
    6. Click Done.
  5. Click Next.
  6. On the Type tab, select the type of report you want to create and click Next. For information on specific reports, see .

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  7. On the Configure tab, fill in the fields as appropriate for the report type.
  8. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
  9. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  10. Click Save.
    The report is generated.

Result

The report is created from the external source. Reports on a dashboard or a homepage display an icon to show that the report is temporary and expires when the external data source expires.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report – Report Designer.