MicroStrategy ONE

Freeform SQL reports and Query Builder reports for Excel - Step 1: Preparing the Excel file

The steps below include procedures on how to use third-party products. Information on third-party products is provided for your convenience. For the most up-to-date details, see your Microsoft documentation.

  1. Open the Excel file.

  2. Edit the Excel file.

    • Make sure that all columns with data have proper headers, for example, Category_ID (no space) and M2024Q1 (alphanumeric, starting with letters).

    • Make sure that all ID cells have a value.

  3. Highlight the rows and columns that hold the data to use to create the report, including the column headers such as Category_ID and Category_DESC.

    Do not use the column headings at the top of the Excel spreadsheet (marked as A, B, C, and so on) to select the whole column because numerous empty cells with NULL values may be included.

  4. Provide a name for the highlighted cells in the name box, and then press ENTER. The name box is the drop-down list on the left-hand side below the toolbars.

  • Steps 3 and 4 create tables to be used for your Freeform SQL reports or Query Builder reports.
  • You can highlight different parts of the Excel file and name them differently. This means that you can create multiple tables from one Excel file.
  • Save the Excel file with a name.

    Make sure that the file is not password-protected.

Next step