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v7.0
(Showing Draft Content)

Connect to Excel

To create an Excel data source in Wyn Enterprise, follow these steps.

  1. On the Resource Portal, navigate to Create (+) > Create Data Source.

  2. Select Excel in the data source list on the left or in the icon view on the right.

  3. Fill in the database configuration information for the selected data source.

Field Description
Name* The name for the data source that you want to specify.
SourceType Select from the list that displays two types - Local or Web.
Data Source* If the source type is Local, click Select File to select the local source file. If the source type is Web, enter the source address.
Request Method Select a request method - GET or POST.
Authentication Method If the source type is Web, you need to set the authentication mode. You can choose from None, Basic and OAuth2.
If the AuthMode is Basic, you need to set the user name and password.
If the AuthMode is OAuth2, you need to set TokenEndpoint, ClientID, ClientSecret, UserName, Password, and Scope.
File Password If the Excel file is encrypted, enter the Excel password.
Use First Row as Header If this option is checked, the content of the first row in the file will be used as the column header; if this option is not checked, the default column name is Excel default column name: A, B, C...
Load Hidden Sheets If this option is enabled, a hidden table will be loaded.
Convert empty cell to DBNull If this option is enabled, empty cells are converted to Null. If this option is disabled, empty cells are handled as follows:
- The column type is String, the default value is: "";
- The column type is DateTime, and the default value is: 0001-01-01T00:00:00 ;
- The column type is Number, and the default value is 0.

* Required fields

  1. Click Next. You will be asked to select or rename sheets of the excel file.

  2. Select and rename sheets as necessary and click Next. Rename Sheets in Create Data Source Dialog

  3. At this step, you can switch tables to view data, modify column names, and adjust column data format. The following operations are available:

    • Click the table name at the top to switch data tables, similar to switching between different sheets in an Excel file.
      Switch Data Labels in Create Data Source Dialog
    • Click the down arrow to modify the data format of the current column.
      Change Current Column Format in Create Data Source Dialog
    • Hover the mouse to the right of the column name to display the edit icon that you can click to edit the column name.
      Modify Column Name in Create Data Source Dialog
    • Hover the mouse to the middle of the column name to display the column width adjustment symbol, and you can adjust the preview column width by dragging.
      Adjust Column Width in Create Data Source Dialog

  4. Click Create after the connection is successful.

    You can view the added data source in the Categories tab of the Resource Portal.