Embedded Ranges in Dashboards offer a powerful way to connect Excel-based data with interactive visual dashboards in Datarails. This feature allows users to maintain the integrity of their Excel files while enhancing visibility, accessibility, and shareability of specific data ranges. Here's a comprehensive guide on creating and working with Embedded Ranges in Dashboards.
Create an Embedded Range
- Open your Excel workbook and navigate to the Datarails tab in the ribbon.
- Click on Import Widget to open the widget library.
- Select the desired Dashboard from which you want to import data.
- Choose the Embedded Range option from the available widget types.
- Once selected, define the range of data you want to embed.
- You can choose specific dimensions, measures, and time periods to tailor the data to your needs.
- Click Import to insert the live data into your Excel sheet.
- Updating Data: When the source data changes, the embedded range updates automatically.
- Applying Filters: Modify the reference date or apply additional filters in the Datarails ribbon to adjust the data dynamically.
- Editing Layout: You can resize the embedded range within Excel without affecting its functionality.
Limitations
- Embedded ranges do not support direct modifications in Excel; changes must be made in Datarails.
- Large datasets may require additional time to load, depending on data complexity.
- If a user loses access to a table used in a file ranges are published from, they will lose access to all widgets published from it, even those sourced from tables they still have access to. To avoid this, publish widgets from separate Excel files each using different tables.
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