Archives of Tutorials

Advanced Target Folder Options

There are 4 places that you can use as Target Folders in XLPublish… 1. The Source File’s folder This is the default and most common place to place your Target file for many obvious reasons, most notably that the files stay together in your own personal Workspace. This of course becomes a problem (or a […]

How to sync your publish with a database server

Although you can publish your Target tables directly to Power BI Service or through a SharePoint Folder (for example) in the cloud, your company might want this data to be made available to Power BI through either an internal SQL Server instance or through an Azure database in the Cloud.  XLPublish can accommodate this. If […]

How to sync your publish with Power BI

With XLPublish you can push your data directly from your Source file right to a Power BI Service Dataset EVERY TIME YOU PUBLISH AND IN REAL-TIME. This means XLPublish will create a new Dataset in the Power BI Workspace of your choice if it does not exist yet and will refresh the tables automatically in this […]

How to set the Target folder

Once you have chosen the parts of your Source file that you are going to Publish using XLPublish you must choose a Target Folder in which to place the Target File that is created as a Staging source for your Power BI Reports and Dashboards. By default in a new Source file the default location […]

How to set the Target file

By default XLPublish creates the file name of the Target file from the name of the Source File with the prefix “xlp_” added. You can however edit this name in this Text Box and you do NOT have to have the “xlp_” prefix (but we suggest it as an “XLP best practice”). This Target file […]

How to protect a Source file

In this dialog you can add a Password for this Target file.  If you do this then ONLY a person with knowledge of that password is able to make any changes to the Target folder. In fact anyone else will not be able to change the XLPublish settings in the Source file without knowing that Password […]

How to tag data in a Source file

In the “Manage” Dialog you can select (“tag”) ranges and objects (pivot tables, charts) in your Source file.  Once Tagged, these items will be captured by XLPublish when you Publish, converted to Relational tables and pushed to whichever Target destination you chose (XLP Target File and/or an Azure/SQL Database or Power BI Service Dataset). Add […]
  • 1
  • 2