{"id":11269,"date":"2019-04-30T11:29:39","date_gmt":"2019-04-30T10:29:39","guid":{"rendered":"https:\/\/help.instantatlas.com\/report-builder-agol\/?page_id=11269"},"modified":"2022-05-04T11:16:46","modified_gmt":"2022-05-04T10:16:46","slug":"using-data-from-an-instantatlas-desktop-excel-workbook-in-report-builder","status":"publish","type":"page","link":"https:\/\/help.reports.esriuk.com\/report-builder\/using-data-from-an-instantatlas-desktop-excel-workbook-in-report-builder\/","title":{"rendered":"Using data from an InstantAtlas Desktop Excel workbook in Report Builder"},"content":{"rendered":"

As an InstantAtlas Desktop user you may wish to use the same data you used in stand-alone dynamic reports to create reports using Report Builder. You are probably already using our Excel Data Manager Add-In that allows you to export data from an Excel workbook into an InstantAtlas Desktop report. We have improved this Add-In now so that it will also allow you to export the data into a CSV file that can be uploaded to the InstantAtlas Report Builder.<\/strong><\/p>\n

To use it please follow these steps:<\/p>\n

    \n
  1. \n
      \n
    1. Check that you have the InstantAtlas Data Manager add-in version 6.10.0 or later installed. For information on how to do this please refer to this help page<\/a>.<\/li>\n
    2. In Excel, under the Add-ins tab, you can now find a new button called IA Exportfor RB+<\/strong>:
      \n      \"\"<\/a><\/li>\n
    3. Click this button and save the files in a location that you can easily find. The tool will create a CSV file and a JSON file with the same names but different file extensions. The JSON file is a data model file for Dashboard Builder and can be ignored if you wish to use the data in Report Builder. The CSV file contains your data in a CSV format with concatenated theme, indicator and (where applicable) associate names as column names, delimited by a pipe character from the date.<\/li>\n
    4. You can now upload this file to your ArcGIS Online account and connect it to Report Builder as described here<\/a>.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      As an InstantAtlas Desktop user you may wish to use the same data you used in stand-alone dynamic reports to create reports using Report Builder. You are probably already using our Excel Data Manager Add-In that allows you to export data from an Excel workbook into an InstantAtlas Desktop report. We have improved this Add-In […]<\/p>\n","protected":false},"author":22,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-11269","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/pages\/11269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/comments?post=11269"}],"version-history":[{"count":0,"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/pages\/11269\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.reports.esriuk.com\/report-builder\/wp-json\/wp\/v2\/media?parent=11269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}