Microsoft Excel

The Excel integration is a manual data source, so remember to upload your latest data to IntraManager Board to always have an overview of your data.

If you are using CSV files, you can also visualize data based on these. Please note that CSV files are fixed to use commas.

Set up the data source 

To set up Microsoft Excel as a data source in Board, you must be an Administrator. 

Here’s how to set up the data source:

1. Go to Settings > Integrations
2. Click on Add integration and select Microsoft Excel
3. Optionally, name the integration and ensure that the integration is set to be active
4. Then click Save

Creating fields 

1. Go to the Integration
2. Click on the Fields tab on the left side when inside the integration. 
3. Click Add field > Choose the type you want to create
4. After the fields are created, go to Data sets > Find the integration and click Upload file

There must be data in all fields of your Excel file. If fields are empty, an error will occur.

If the file contains incorrect data types for the selected field, an error will appear in the column. For example, if you insert a date field into a text column, it will return an error in the column.

Once you have uploaded your file, you need to match the created fields with the data in your Excel file. For each column you want to include in Board, simply select the field from the drop-down menu that should be linked to the column. 

You also have the option to exclude fields or create new ones during the file upload by clicking on Create new field in the drop-down menu. 

If you want to exclude rows, simply click on the row number on the left side. For example, if your file contains headers, you can mark a row as a header by clicking on the row number. When a row is marked as a header, the field types will not be applied to that row.

You can select whether a column contains a unique ID by ticking the checkbox in the column field at the top. If a field is combined with another field and still needs to be unique, you can tick multiple checkboxes.

Once you have selected which fields to link with your columns, click Validate at the bottom of the page. If the file is correctly set up, you will see the message 'The file looks correct'. Then click Save. If there are errors, they will be highlighted in red. You can then adjust your existing file and upload it again or choose to exclude the erroneous row. If you want to upload a new Excel file, simply click Upload new and set up the new file in the same way as described above. 

Viewing data 

Under Data sets, you can view the data you’ve uploaded. 

1. Go to Settings > Data sets
2. Choose the integration you want to view data for. Here, you can filter your data, delete data, and export your data. You can read more about this here.

Setting up KPIs 

Next, you need to create KPIs based on your fields. You can read more about how to set up KPIs here.

Remember: KPIs must be created before you can visualize your data on boards and in games.

Uploading new data to your Excel integration 

When you have new data you want to visualize, the updated data file needs to be uploaded in Board. 

If all the data in your Excel integration needs to be replaced by the updated file, all the data must be deleted before you upload the new file. You can read more about how to delete data here, under Details. If the data is not deleted, you will have duplicate data in your integration. If you only need to delete limited data, you can read more about how to do that here.

If your updated file only contains the latest data, simply follow these steps: 

1. Go to Settings > Data sets
2. Choose the integration you want to upload new data to
3. Click Upload file in the top right corner
4. If you select 'Yes' under 'Use previously selected settings?', the system will remember all your settings. If you select 'No', you will need to set up the settings again, such as field types for the various columns
5. Then click Validate and finish by clicking Save. You will then be able to access your data in Data sets under your Excel integration and view the latest uploaded data.