Importing Excel Files

Excel workbooks can contain multiple sheets, hidden rows, and hidden columns. Zoho Analytics imports Excel files through the import wizard and lets you select which sheets and which data to bring in.

This page covers the Excel-specific options. For the general import procedure, plan availability, role permissions, and common settings that apply to all file formats, see Importing Data from Files.

Supported file extensions

Excel import is available from all three file sources: Local Drive, Pasted Data, and FTP. See Starting an Import on the landing page for source-specific entry steps.

Importing an Excel file

Excel import follows the standard procedure described in Starting an Import on the landing page. The Excel-specific differences are the file-type selection and the sheet/row/column options that appear after the file is selected:

1. After selecting your source and providing the source details, the import wizard opens.
2. From the File Type dropdown, select Excel.
3. After the file is uploaded, configure the Excel-specific options described in Excel-specific options below.
4. Click Next to proceed to the wizard settings (Table Name, First Row, Date Format). These are documented in Configuring Import Settings on the landing page.
5. Verify the Preview, configure On Import Error options, then click Create.

Excel-specific options

The following options appear after you upload an Excel file, before the wizard's settings page.

Sheet selection

The wizard lists all the sheets in your Excel workbook. Select one or more sheets to import. Each selected sheet becomes its own table in Zoho Analytics.

Import Hidden Rows

By default, hidden rows in a sheet are not imported. Select Import Hidden Rows to include them.

Import Hidden Columns

By default, hidden columns in a sheet are not imported. Select Import Hidden Columns to include them.

Multi-sheet table mapping

If you select more than one sheet, the wizard shows the selected sheets from your workbook on the left and the corresponding Zoho Analytics tables that will be created on the right. To rename a target table before import, double-click the table name.

Notes and limitations

• File size: 100 MB per file and 1 million rows per import. For larger Excel files, see Import Large Data Files using Zoho Databridge.
• Formula cells: Cells that contain formulas are imported as their calculated values. The formula expressions themselves are not imported.
• Charts and images: Charts, images, and other non-tabular content in the workbook are ignored during import.
• Cell formatting: Only the underlying cell values are imported. Cell formatting (number formats, applied date formats, colors, fonts) is not preserved.
• Merged cells: When a merged cell spans multiple rows in a column, Zoho Analytics imports the merged value into the first row of the merged range. The remaining rows in that merged range are imported as empty values for that column. Values in other columns are imported for each row as they appear in the source file.
  For example, consider an Excel sheet with the columns OrderID, OrderDate, CustomerID, and UnitsSold. If the value O1002 in the OrderID column is merged across two rows, while the other columns contain separate values for each row, Zoho Analytics imports the data as follows:
  Before Import (Excel with merged cells):

After Import (Zoho Analytics)

Related

• Importing Data from Files - import home page covering source selection, common settings, and operational tasks
• Importing CSV Files - for delimited text data exported from spreadsheet apps
• Importing HTML Files - for tabular data on web pages
• Import Large Data Files using Zoho Databridge - for Excel files larger than 100 MB