Uploading from an Excel sheet

Use an Excel sheet to source row categories and hierarchies into your Power BI reports with Inforiver.

You can upload the row categories from an Excel sheet. In the Insert Rows window, you will be able to see the data from your Excel as dropdown options. Let's see how.

Step-by-step guide to uploading data from Excel

STEP 1: Navigate to Insert >Manage Rows > Insert Row Settings> Create Row Configuration. Select Options list from CSV from the dropdown.

Option to source data from Excel

STEP 2: On selecting the option, the Add Options from CSV window opens. Click the Upload button. You can browse and upload the source file from the CSV Upload tab. Inforiver displays a preview of the contents of the CSV file.

CSV Upload

STEP 3: You need to map the source field from the Excel, which will be used as row categories. Choose the field from the Excel from the Label Column dropdown. In this case, the mapping is as shown below:

Excel Column	Visual Row Category
Sector	Region
Country	Sub Region

Selecting the source field

STEP 4: You will need to set up filters if you want to map subcategories under the respective parent category. In this case, when you select 'Frontier markets' as the Region, you would only want to see 'Vietnam', 'Romania', and 'Kenya' in the Sub Region dropdown. Similarly, when you select 'CIVETS' as the Region, you would only want to see 'Colombia', 'Indonesia', 'Vietnam', 'Egypt', etc, and none of the countries that fall under the 'Frontier markets sector.

Creating a filter to map subregions to parents regions

Once the steps shown above are completed, you will be able to see the data from your Excel in the Region and Sub Region dropdowns.

Data from Excel populated in the Insert Rows window

Follow the steps discussed in sections 3.1/3.2 to insert the configured row categories into your visual.

Row categories sources from Excel