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Create a Dataset Using Excel

This guide walks you through creating a dataset in AIV using Excel files. Excel spreadsheets are widely used for tabular data, and AIV lets you use them directly as dataset sources.

What You’ll Learn

  • What an Excel file is and when to use it
  • How to create a dataset from an Excel file in AIV
  • How to review, preview, and save your dataset

What is Excel?

Microsoft Excel is a spreadsheet application that stores and organizes data in a table format. Excel files (.xlsx, .xls) are commonly used for reports, lists, and structured data that you can import into AIV.


Prerequisites

Before you begin, complete these steps:

  • Download the sample file: excel.zip
  • Extract the zip archive
  • Upload marathon.xlsx into AIV

Need help uploading? See the Upload guide for instructions.


Steps to Create a Dataset Using Excel

Complete Step 1 (Navigate to the Dataset Section) and Step 2 (Create a New Dataset) from the Create Dataset guide.

Step 1: Select Excel as the Data Source

  1. Choose Excel Files as the data source type.

    Select Excel Files

Step 2: Connection Selection

For details on file selection and tab options, see Connection Selection for Excel, CSV, and JSON.

  1. Click Select Existing Files.

  2. Search for your Excel file (for example, marathon.xlsx).

  3. Select the file from the list.

    Select Excel File

  4. Open the Output Columns tab to review column names and data types.

    Output Columns

  5. Open the Preview Results tab to verify the data.

Step 3: Save Dataset

  1. Click Save.
  2. In the Save Dataset dialog, optionally rename the dataset and select the destination folder.
  3. Click Save Dataset to confirm.

Explore other ways to create datasets in AIV:

Data SourceGuide
CSVDataset using CSV
JSONDataset using JSON
Flat filesDataset using Flat files
External sourcesDataset using External sources
Google BigQueryDataset using Google BigQuery
NoSQLDataset using NoSQL
JoinDataset using Join
UnionDataset using Union
Server ScriptDataset using Server Script
Client ScriptDataset using Client Script
Stored ProcedureDataset using Stored Procedure
ViewDataset using View
Simple QueryDataset using Simple Query
Drag & dropDataset using Drag & Drop