Learn How to use XLReport for Easy Real Time Excel Reporting

Insert Data to Excel

Insert Data

Select the XLReport Query object from within the Project Explorer and insert its underlying data as:

  • Static Sheet
    This inserts the raw static data into Excel.

  • Live – Real Time Sheet
    This inserts a live real time connected data set into Excel.

See also: Refresh Data

  • Live – Real Time Pivot Table
    This inserts a live real time connected data set into Excel.
    Optionally, you can choose to also insert a live real time connected Pivot Chart.

See also: Refresh Data

All prior options allow you to either insert the data into a new Excel sheet or into a specified range.

videoWatch the Video - Insert External Data into Excel

Insert as Static Data

Select the Query Object in the Project Explorer and double click it.

image49.gif

image96.gif

Select "Excel Static Data".

Select if to place the data in a new Excel sheet or a designated range.

Choose if to add a title - the XLReport Query Object's name - above the data.

image97.gif

Choose if to add column headers - the XLReport Query - column headers - above the data.

image98.gif

See also: Alias names

image99.gif

If you select "New Sheet" then XLReport will insert a new Excel sheet and assign the name of the Query Object to it (max. 20 characters).

image82.gif

If you select "Existing Sheet" then you must assign either a cell or point the mouse to an Excel cell.

image100.gif

The data from the underlying Query Object will be inserted into Excel.

image101.gif

Insert as Real Time Data

Select the Query Object in the Project Explorer and double click it.

image49.gif

image102.gif

Select "Excel Live Data".

Select if to place the data in a new Excel sheet or a designated range.

Choose if to add a title - the XLReport Query Object's name - above the data.

image97.gif

Choose if to add column headers - the XLReport Query - column headers - above the data.

image98.gif

See also: Alias names

Select if to place the data in a new Excel sheet or a designated range.

image103.gif

If you select "New Sheet" then XLReport will insert a new Excel sheet and assign the name of the Query Object to it (max. 20 characters).

image81.gif

If you select "Existing Sheet" then you must assign either a cell or point the mouse to an Excel cell.

image104.gif

The data from the underlying Query Object will be inserted into Excel.

image105.gif

Important!

If you convert - format - your data set to an Excel table, then the live data connection will be lost and the data set will be converted as static data.

format-table

See also: Refresh Data

Insert as Real Time Pivot

Select the Query Object in the Project Explorer and double click it.

image49.gif

image106.gif

Select "Excel Pivot Table".

Select if to place the data in a new Excel sheet or a designated range.

Choose if to add a title - the XLReport Query Object's name - above the data.

image97.gif

Choose if to add column headers - the XLReport Query - column headers - above the data.

image98.gif

See also: Alias names

Select if to place the data in a new Excel sheet or a designated range.

image107.gif

If you select "New Sheet" then XLReport will insert a new Excel sheet and assign the name of the Query Object to it (max. 20 characters).

image81.gif

If you select "Existing Sheet" then you must assign either a cell or point the mouse to an Excel cell.

image108.gif

Optionally select "Include Chart" to insert also a Pivot Chart.

The data from the underlying Query Object will be inserted into Excel.

image109.gif

If you select to also insert a Pivot Chart, XLReport creates a new sheet with it.

Note: The Pivot Chart will be bound to the Pivot Table.
That means: whenever you change pivot settings to either the table or the chart the table / chart will also be updated to the same parameters.

Parameters

When a parameterized Query data is inserted into Excel it will show a comment above the data which displays the parameter values. Hover over the comment to view its text.

parameter comment

 

See also: Parameter Queries | Refresh Data