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Workbook Import

The Workbook Import feature allows users to bring Excel workbooks into the SEI Command Center. This functionality allows users to continue using their already-defined Excel layouts within a workbook with the added benefit of the workbook features.

Currently, the Excel formats that are supported for the Workbook Import feature are:

  • CSV
  • XLSM
  • XLSX
  • XLTX

The import will automatically convert the Excel Add-in features used in the Excel file into the corresponding workbook features. However, there are some features that are not still supported by the workbook:

  • Reporting Tree
  • Wild card filtering
  • Prompts

Why use the Workbook Import feature?​

  • Time Efficiency: Quickly import preexisting Excel reports without needing to recreate them from scratch.
  • Seamless Analysis: Ensure continuity of analyses created with the Excel Add-in, as they will remain functional with the imported workbook.
  • Enhanced Collaboration: After importing the Excel reports, it becomes more efficient to share workbooks across an organization.

Import an Excel File Using Workbook Import:​

The process of importing an Excel file is quick and simple. The steps are as following:

  1. In the workbook's Command Center, right-click and select Import from the menu.

  2. Drag and drop your Excel file into the Import Workbook pop-up window.

  3. Select Import. As soon as the Import button is clicked, a new workbook is created in the Command Center, importing all the sheets and their contents from the selected Excel file.

If there is a sheet called “Errors” inside your workbook, it will contain all the details about which cell was not converted and why.