Importing data
Lumel EPM provides the flexibility to import values from Excel into the report using the Data Import feature.
Go to Settings > Import.
Using the import utility is as simple as selecting the Data Input measure to input values for -> downloading the Excel template -> entering values directly in Excel, and importing the template back into the Lumel EPM.
Let's consider an example of importing values for the Status Data input Column into our report.
STEP 1: In the Data import utility pop-up window, use the Choose Measure dropdown to select the data input measure for which we are importing data. We can import data for one measure at a time. Here we have selected it as Status.
STEP 2: If you've already entered values in the data input field, you can choose the 'Template with existing values' option to capture the existing values in the template file. Choose 'Blank template' if you do not need the existing values in the template file.
Click Download.
STEP 3: Enter values in the downloaded file. In this case, the values already entered in the report have been captured in the template file. Let's add values for the Artisan Ale and Cosmic Craft Brews brands. Data Import Utility feature updates new values while retaining the original values where no updates are needed.
STEP 4: Click the Next button after entering data in the downloaded template file.
STEP 5: Click the Browse button. Select the template file that contains the new data input values to be imported into the visual.
STEP 6: Select the Ignore null or blank values in the CSV checkbox if you do not want to import null values from the template file.
Click Apply.
You'll see that the values we entered for the Artisan Ale and Cosmic Craft Brews brands have been imported into the visual.
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