Data Studio: How to use excel as a data source?

Topic

  • Use excel as a data source in Data Studio

Environment

  • Product: Data Studio (Local Install) 
  • Component: DMP-8000, Data Studio, Excel 
  • Control System:  Show Control System (SCS) version 2.18+

Microsoft Excel Worksheet Requirements: 

Steps

Upload the Microsoft Excel Worksheet to a local server.

This must be navigable from Data Studio.
Copy the path of the file for future use.

Configure File Data Source

  1. Login to Data Studio and choose Data Sources from the left side menu. 
  2. Click Add Data Source and select file from the drop down. 
    1. Name- Add a descriptive Name. This is what will be seen in Content Studio's Dynamic Data Library dropdown.
    2. Address- Paste the file's location. 
    3. The format is Excel. This should automatically fill in once your cursor leaves the path box if it can detect the file.

image  

Configure Feed 

Screenshot 2024-06-18 161931b.png

  1. Under Feeds, click the ➕to Select the data properties.
    • Check the fields you would like to use. 
  2. Select the pencil icon to edit the source details.
    1. Feed Name = Best practice is to use the worksheet tab name but can be anything. This shows up as the top-level folder in Content Studio.
    2. Output by- Use rows if you have rows of objects in your data sheet.  
    3. Include Headers- it is advised to choose yes from the dropdown. 
Orientation

Define the direction of the data flow in respect to the headers. 

Vertical example 

HeaderHeaderHeaderHeader
88888888888
888888888888
888888888888

Horizontal example

Header888888888
Header888888888
Header888888888
Header888888888
Header888888888
Headers

My table contains a header refers to whether or not the table has a header included in the data set.
2023-09-22_12-58-11.jpg

If your table has headers, choosing yes will show the header in the content editor. 

Screenshot 2024-06-18 154120.png

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