Inforiver
EDITable
EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  1. Getting Data into EDITable
  2. Create a Table

Import Data

PreviousUse Existing TableNextWorking with EDITable

Last updated 3 months ago

You can import data from existing spreadsheets to databases by following the steps below.

  1. Select Import Data and click Continue.

  1. In the file explorer window, select the Excel or CSV file that contains the data, and choose Open.

  1. The selected file is uploaded. Choose the required sheet from the Excel file.

  1. You can verify the column headers, total number of rows, data, and other details in the preview.

If you wish to import only the table structure with column headers without any rows, you can enable the option, 'Exclude records and import table structure only'.

  1. We want to import the entire table, including all records, so we left the check box unchecked. Click on Proceed.

  1. Table Name: Enter a name for your table.

  1. Column Details: Verify the column name, primary key, and other relevant details like length, precision, etc. You can edit the details wherever applicable.

  1. Add Column: To add new columns, click on Add Column. You can then enter the required column details.

  1. Check the Advanced Properties option to view the advanced properties such as Display Name, Thousands Separator, Prefix, and Suffix.

  1. Click the bin icon to delete a column.

  1. You can click on Preview Data to view the SQL query that will create the table in the selected database connection.

  1. Click on Apply to create the table in the database.

  1. The table is now created at the chosen destination. Click Download Report to download a pre-configured Power BI report (.pbix file) with a live connection to the table.

  1. Click open the downloaded file. You can notice the pre-populated visual along with the assigned fields in the Visualizations pane. The system will prompt you to sign in. Click on Sign in with Office 365 to sign in to the workspace.

You can now start managing your data from Power BI. Any changes made to the table in EDITable, after saving (or after approval, if enabled), get applied to the database it is connected to.

After downloading the .pbix file, you might get the pop-up messages as shown in the image below:

  1. Click 'Apply changes' to apply any pending changes to the queries.

  2. Close the 'Pause visuals' suggestion tip that appears below. Do not pause the visuals so the live changes get synced to the database.

  3. Save the .pbix report at regular intervals after making any changes to avoid loss of data.

You can refer to the other sections of this guide for assistance.

Select Connection: Choose from the list of admin or user connections, or . The supported database connections are mentioned .

If you do not want to choose any of the existing connections and would like to add a new connection, click on Add Connection. You can enter the data source credentials to add the connection. You can also

After creating a table, you can proceed to the next step: to configure them, and then you can start working on your data.

EDITable managed DB
here
add new connections from the console page.
managing columns
Import Data
Select the file
Select the sheet
Preview Data
Click Proceed
Select connection
Add Connection
Table Name
Verify/Edit the table
Add Column
Advanced Properties
Delete column
Preview Query
Click 'Apply'
Download Report
Sign in to the workspace
Downloaded .pbix file with a live connection to the database