Excel (.xlsx and .xls) Integration with Edilitics
Microsoft Excel is a versatile spreadsheet application widely used for organizing, analyzing, and visualizing data. Its robust functionalities, including formula-based calculations and customizable charts, make it an essential tool for tasks such as financial modeling, budgeting, and data analysis.
Within Edilitics, Excel files (supported formats: .xlsx and .xls) can be used as data sources, enabling seamless data ingestion for advanced analytics. This guide provides a detailed step-by-step approach to integrating Excel files into Edilitics, ensuring secure file management and workflow optimization.
Before You Begin
Ensure the following prerequisites are met:
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File Size Limit: Excel files must not exceed 100 MB.
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Column Headers: Clearly define headers for accurate data interpretation.
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Delimiter Selection: Ensure consistency in delimiters used within the file, if applicable.
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Usage Constraints:
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Excel files are only supported as data sources, not destinations.
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Workflows using Excel files:
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Allow full loads with "Schedule as Once" in Replicate.
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Support "Schedule as Once" in Transform.
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Do not support auto updates or data refreshes in Visualize.
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AI Column Insights: Excel files are not eligible for AI Column Insights.
File Security and Management
Edilitics implements robust security protocols for handling Excel files:
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Security Scans: All uploaded files undergo validation for potential risks and data accuracy.
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Encryption: Files are securely encrypted during storage and decrypted only when accessed or utilized in workflows (Replicate, Transform, Visualize).
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Permanent Deletion: Upon deleting an integration, files are permanently removed from Edilitics systems to ensure data privacy compliance.
Steps to Integrate Excel Files
Step 1: Add the Excel Connector
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Navigate to the Integrations module in Edilitics.
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Click on New Integration.
- Search for and select the Excel connector.
Step 2: Configure the Integration
Enter the following details on the setup screen:
| Field Name | Details |
|---|---|
| Integration Title | A unique identifier for your integration. |
| Integration Description | A concise summary of the Excel data being integrated. |
| File Upload | Upload the Excel file directly from your local storage (must be ≤ 100 MB). |
| Include Headers | Specify if headers are present (Yes or No). If Yes, provide the row number. |
| Delimiter | Ensure consistent delimiters (if applicable). |
Note: If headers are not included or do not exist in the file, Edilitics automatically assigns column headers as Column_1, Column_2, etc.
Step 3: Validate and Save
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Click Test & Save Connection to validate the uploaded file.
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Edilitics scans the file for schema compliance and security validation.
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Upon successful validation, the file is securely encrypted and saved for use in workflows.
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