6.2.1 Microsoft Excel - Connecting to Excel Workbooks

To create or edit a connection to an Excel workbook, click the Manage Connections button in the Home ribbon.

The Data Connections dialog will open where you can create connections to one or many Excel workbooks:

  • Name - Provide a meaningful name for the connection which will be available when configuring data adaptors
  • Workbook - Provide the workbook path.
  • Absolute path - An absolute path will be a fully qualified path to the file.  If the file or any of its parent folders are renamed or moved, the path of the connection will have to be updated.  
  • Location relative to current document - A relative path can be used if the Report Authority document has been saved and the workbook exists in either the same folder as the Report Authority document or any folders within.  This way, the connection will not need to be updated as long as the workbook’s position in relation to the Report Authority document has not been changed.  Moving the two files together will not result in the needing to update the connection’s path.
  • Password - if the workbook is password protected, provide the password. 

TIP:  If you need to connect to multiple Excel workbooks, you can drag them from Windows Explorer and drop them onto this dialog.

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