Create a Data Table using Excel

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.

• 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.