Drag and Drop Builder
Global Filters and Saved Views
Drill Down and Launch Out
Visualizations
Content Blocks
In-Memory Caching
Mobile Interface
Codeless Report Building
Custom Formulas and Criteria
Chart and Dataset Builder
Data Blending
Stored Procedures
Embeddable Dashboards and Reports
Direct Link
Scheduled Emails
Public View Embeds
Display Mode (TV)
Tenant Level Security
Dynamic Data Sources
Role Based Security
Authentication Modes
Team, Private, Favorites Library
Folder Hierarchy
Folder and Report Security
Guest/Anonymous Library
Customizable Interface
Multi-lingual
Custom Domain
Seamless Sign-On
Table and View Relationships
Data Transformation
Column Level Security
Data Field Organization
API for Automations
Production and Dev Environments
Audit Logs
BI Guides
Contact
Customer Portal
Microsoft Excel
- Files
Upload your Excel workbooks to Yurbi to transform spreadsheet data into database tables, enabling you to create reports and dashboards that can be refreshed with manual uploads.
About
Microsoft Excel is a powerful spreadsheet application that allows users to organize, analyze, and visualize data with ease. When integrated with Yurbi, users can upload .xlsx files containing raw data to create database tables, enabling efficient reporting and dashboard creation. It is essential that the file used for uploads contains no blank columns or rows between data to ensure proper data processing. The initial upload file serves as the template worksheet for future refresh uploads, streamlining data management. Best practices include properly naming all spreadsheets, clearly labeling column headers, and formatting dates and numbers appropriately, rather than using generic formats.
Supported Versions
- Microsoft Excel 2010
- Microsoft Excel 2013
- Microsoft Excel 2016
- Microsoft Excel 2019
- Microsoft Excel for Microsoft 365
Integration Capabilities
- Upload .xlsx files containing raw data
- Create database tables from uploaded spreadsheet data
- Initial upload becomes the template worksheets for future refresh uploads
Requirements
- .xlsx file format required for uploads
- No blank columns or rows in the data file
- Properly formatted spreadsheets with named sheets and headers
- Network access to the Yurbi server for uploading files
Support
Contact Us Integration FAQs
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How do I get started with this integration?
If you have admin privileges, navigate to Settings > Integration and select Create a New App for the data source you want to use.
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What types of data can I access through this integration?
Yurbi generates SQL queries dynamically using the official database driver, ODBC driver, or API endpoint. Through this integration, you can access a variety of structured data from your data source, such as tables, views, and results from stored procedures in MSSQL and MySQL.
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How do I refresh the data in Yurbi after making changes in my database?
Yurbi performs live queries against your data source, ensuring that every time a report or dashboard is executed, it retrieves the most up-to-date data available. This means you always have access to the latest information without needing to manually refresh anything.
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Can Yurbi cause any damage or harm to my data source?
Yurbi performs read-only queries against the connected data source, meaning it cannot write or modify any data. However, if queries are designed to pull excessive amounts of data, they can consume significant resources, potentially leading to timeouts or increased load that may affect overall performance.
