Collecting data from Microsoft Excel

This guide explains how to collect data from Microsoft Excel. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

Prerequisites

Before you start collecting data from Microsoft Excel, perform all of the following actions:

• Ensure that the authorization you want to use to collect data from Microsoft Excel has the following access permissions. These permissions need to be granted by an administrator:

  • Files.ReadWrite

  • offline_access

Creating a datastream to collect data from Microsoft Excel

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Microsoft Excel.

Configuration: Choose the data you want to collect from Microsoft Excel

To choose what data to collect and customize the Microsoft Excel datastream configuration, follow these steps:

1. (Optional) Rename your datastream.

2. In Workbook, select the workbook for which to collect data.

3. In Worksheet, select the worksheets for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

What's next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity

• Load your data into an external destination of your choice