How to Update an Excel Document from Displayr

This article describes how to update Excel documents you exported from Displayr. It also explains how to update your Excel exports by adding additional table(s) to an existing Excel file without having to manually combine each Excel export into a single Excel file.

Here is a brief summary of this feature:

Any tables that were previously exported by Displayr are updated with the latest data, including:
- Table cell data
- Table labels
- Row/column headers
- Captions/footers
Any tables that are now present in the Displayr document but not in the Excel file are appended to the Excel file.
If a Table of Contents is present in the Excel file, it is updated too.
Upon completion of an update, Displayr will show a summary with a log of every item that has been updated (similar to the PowerPoint Updating summary). Users can download the log in .txt format. It logs the following:
- A table is successfully updated
- A table was found in the Excel file, but not in the Displayr document - not updated.
- A table was present in the Displayr document but not in the Excel file - appended to the file.
Any charts already present in the Excel file will have their chart settings retained. The underlying table data (if linked to a Displayr table) will be updated with the new data.

Method

Updating a Table you previously exported to Excel

Let's say you previously exported the table on the left to Excel. Later, you decide to combine some of the categories together in Displayr and want to update the table in Excel:

This is what the table looks like in Excel prior to updating it.

In Displayr, select the table you want to update.
Make the desired changes to the table.
At the top right-hand corner, go Share > Export Report > Excel.
From the Export to Excel dialog, select Update existing document
Drop your Excel file into the box or click to browse for the file.
Click the Export button. A log of what changed is displayed. You can either download the log or simply close the log.
Click the Close button.
The results are as follows:

Updating an Excel Document with Additional Tables

Let's say that you want to append the following table to the bottom of your Excel document:

At the top right-hand corner, go Share > Export Report > Excel.
From the Export to Excel dialog, select Update existing document.
Choose which page(s) you want to export. You can either export all pages or selected pages.
Select the Excel file you want to update by dragging the file into the box or browsing for the file
Click the Export button
Open the Excel file to view the results.