Upload Excel

The upload excel widget is used to upload data from a Microsoft Excel workbook. This data is used to update an entity that has been created in Operations Hub.

This widget is available only in Operations Hub Classic version.

When you use an upload excel widget, in addition to providing values for the default fields for a widget, you must define the settings as described in the table below.
Important: Only workbooks with a single worksheet are supported in the upload excel widget.

Upload Excel Properties

Field Name Description
Label Identifies the name of the button that users will select in the application to upload data (for example, Upload Employee Data). By default, the value in this box is Upload Excel.
Entity Identifies the entity to be updated with the data from the Microsoft Excel workbook. When you select the entity, the entity fields appear along with a check box next to each field. These check boxes are selected by default, indicating that the data for the corresponding fields will be included in the Microsoft Excel workbook. If you do not want to include data for a field, clear the corresponding check box.
Actions Identifies the actions to be performed after the data is uploaded. For example, you can add a table to the application to display the data that has been uploaded, and then use a submit query action to update the table.

Updating Data of Sales Representatives

Suppose you want to update the data of sales representatives that is stored in the SalesRep entity. It contains the following fields:
  • Rep_Code
  • Rep_Name
  • Department
  • Car_No
To update the entity using the upload excel widget, perform the following steps:
  1. Create a Microsoft Excel workbook with the data that you want to update. It is recommended that the column names match the field names in the entity.
  2. Using page designer, add the upload excel widget to the application.
  3. In the Upload Excel Properties section:
    1. In the Label box, enter Upload Sales Rep Data.
    2. In the Entity box, select SalesRep.
  4. Save the application, and preview it.

    A button labeled Upload Sales Rep Data appears in the application.

  5. Select Upload Sales Rep Data, and then select the workbook that you created.

    The Select Column Mapping window appears.

  6. Enter or select values as specified in the following table.
    SettingDescription
    Use Header Row NamesSelect this check box if you want to use the names specified in the heading row in the workbook. When you select this check box, the Header Row Number box appears.
    Header Row NumberEnter the row number that contains the column names. Suppose the column names appear in the first row of the workbook. In that case, enter 1.
    Import data from row <number> to row <number>Enter the starting and ending rows in the workbook whose data you want to upload. Suppose the data for the four fields that you want to upload appears in the first four rows in the workbook. In that case, enter 1 and 4.
    Tip: If you want to import data in all the rows in the workbook, leave the to row box blank.
    Append Data to existing dataSelect this option if you want data from the workbook to be appended to the existing data in the entity. By default, this option is selected.
    Overwrite existing dataSelect this option if you want data from the workbook to overwrite the existing data in the entity.
    Specify Column MappingsFor each field in the entity, select the column name in the workbook that you want to map. Suppose you want to map the Rep_Name field in the entity with the Representative Name column in the workbook. In that case, select Representative Name in the box that appears next to Rep_Name.
  7. Select Import.

    The SalesRep entity is updated with the data from the workbook.