This article will describe the steps to create such a report in the system as well as the requirements, limitations and stipulations that must be followed when doing so. To begin, the spreadsheet file should be ready for import. The following are some requirement of this spreadsheet file:. Once the spreadsheet file is in the proper configuration and contains the data which is intended to be used for the finished report, it can then be used as an import report source into the instance.
The following steps will show how this might be done:. In order to use this functionality of the system, the Performance Analytics - Premium plugin must be activated on the instance. Log into the ServiceNow instance. As in any report, in the Report Name field provide a descriptive name for this report. In the Source type field, select the option from the pull-down menu titled External import. Note that if you already have imported the spreadsheet as a data source you can instead select, in the External import field, an existing data source for the report.
Use the Browse files button to browse to and select the spreadsheet file you intend to use as the source of data for this report. Note that you can also simply drag the spreadsheet file directly onto the file drop zone in the import data source window that is currently displayed.
In this same window, in the Name field, add a Name to identify this import dataset within the ServiceNow instance. In the Expire field, use the pull-down to select the appropriate expiry period for this imported data set.
After the period of time specified in this Expire field elapses, the internal data source associated to the external data source will be deleted from within ServiceNow and this or any other reports that are using that imported data will no longer be accessible on the instance. In the Visible to field, select the individuals or groups who you want to have access to the finalized report.
The selection can be just you the importer, all users, or specific groups, users, or roles. Note that if the Custom option is selected in the Visible to section, the dialog window will change showing an interface for which specific individuals, groups and roles can be selected who will have permission for viewing of this report. After filling out the fields on the import dialog box and selecting the file that will the source of the report, click the Upload button.
From the various report types listed, select the type of report you intend to create such as List, Bar, Pie, Donut, Pareto, etc. Select the Configure tab to configure various aspects of the specific report type as selected previously for this report as well as provide any additional filtering that might be needed to further limit the data to be displayed in the report.
Similarly, on the Style tab configure any additional settings to adjust the colors, labeling and other visual adornments for the report. To complete creation of the report and display the final result, click the Save button. Note that since the data source is a static spreadsheet which has been imported into the instance, modifications to the spreadsheet itself will not modify or change the report as displayed in the instance.
However, the report itself can be modified and a newer version of the spreadsheet can be redownloaded and updated as the data source for the report. After doing so, the report would update to show the data from the current copy of the spreadsheet which has been downloaded as the data source for this report.
Since these steps may not necessarily be intuitive, a simple example will be very helpful in illustrating this process. AppSheet always adjusts to the new structure, so this is a warning, not an error. Warnings about formulas -- we discuss formulas in a separate topic, but in brief, there are only certain kinds of spreadsheet formulas that make sense to use in your data.
Information about the key column -- as described earlier, this information tells you which column is chosen as the key. The key also plays an important part in the presentation of data as described in the UX section. If AppSheet cannot find a good key column, it tries to combine pairs of columns to find a composite key. If that also fails, it settles for the row number an implicit column.
This is typically not a good choice unless you have an app that is purely showing information and prevents all edits. This is because the number of a row in a spreadsheet changes dynamically as rows are being added to or deleted from the spreadsheet either directly or through the app. AppSheet can experience errors reading or writing spreadsheet data from any cloud storage provider.
Error -- this occurs when AppSheet does not have permission to work on behalf of the user. Error permission denied -- this occurs when AppSheet tries to access your spreadsheet, but the storage provider responds that AppSheet does not have the permission to access it.
Troy RSM asked a question. I don't seem to get it with Excel basic though. It's happened with multiple spreadsheets and the worksheets just have the default Sheet1, Sheet2 etc so I've purposely left the "Specific sheet name" value unchecked as I had issues as well when specifying Sheet1. Anyone else come across this? Are you opening several spreadsheets at the same time, or do you run into errors even while opening a single spreadsheet?
If you are opening multiple spreadsheets, there will be a conflict with the session variables, so that could be one reason, but thats highly unlikely since the error was very specific. Sometimes, I receive errors simply for checking the "Contains Headers" option. Try unchecking that and running the automation once more. Also, could you include a screenshot of the error message?
Sure, I will provide a link to the playlist that helped me most below:. AAIllustrates is from Micah Smith, and he has done a brilliant job of explaining various concepts in AA, and how you can make better use of them.
I recommand you take a look to Automation Anywhere University. They have free course, and 3 of their learning path contain a course for A Excel Advanced packages. This course give you a use case to create a Bot and you have some ressources excel source file, PDF to reproduce steps. The excel course its the same in each path, so choose which path is better for you! And finaly, I totaly agree with Ashwin A. Thanks for the reply Ashwin A.
I'm only opening a single spreadsheet - in fact the bot starts off opening the spreadsheet, importing the contents to a datatable and then closing it. What I did notice previously in a different task bot is that I could recreate the issue by ticking the Specific sheet name option and then untick it and re-run it. However in this case I hadn't changed anything - only difference was I was testing the bot on a different VM bot runner and not on the bot creator VM. To get around that issue previously I had to delete the Open Spreadsheet action and re-add it.
It's really weird behaviour and sounds like a bug to me but if others aren't having the same issue then it must be environmental. I've seen it on 2 different vanilla windows 10 environments with nothing much else installed other than office Your issue with the headers thing is also a bit weird too?
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