In addition to the traditional manual process of creating a data table, you can create a data table by uploading an Excel file containing your desired data. The platform will automatically detect the data fields, provide a preview, and allow you to refine the fields before creating the data table and importing the data.
¶ Create a Table using Excel
- On the Quixy dashboard page, navigate to Admin Menu → Database → Create Data Table.
- Select Create using Excel and click Next.
- On Create Data Table pop-up, provide a Name to the data table and select a confined space for the data table to save, i.e., Global Level or Workspace Level.
- Global Level: A globally saved data table can be utilized to store data from any application or retrieve data into any application from any workspace.
- Workspace Level: A data table that is limited to a workspace can store data from an application or retrieve data into an application that is linked to the same workspace.
- Click on Create.
- Use the Upload Excel button to upload an Excel file containing your data.
- Click Next to process the Excel file.
- The platform will prompt you to choose whether you'd like to import the data available in the uploaded Excel file. Select your choice.
- The platform will process the Excel file and provide a preview pop-up of the recognized data fields.
- Make adjustments to the recognized data fields to ensure they are correctly aligned with the data in the Excel file.
- Once the upload is successful and the data fields are aligned correctly, click Next to proceed to the data table configuration page.
