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qlikbbguser
Contributor III
Contributor III

How do I replace Excel file added with a new file with different name, without losing my dashboard?

Hello all,

My data is stored in Excel file - I uploaded first version of my Excel file to Qlik and used the data in that file to create a dashboard.  Let's say the file name is [MyExceldata.Sep.xlsx].

Say comes next month I have my refreshed data stored in another Excel file, named [MyExceldata.Oct.xlsx]. Can I upload/attach this new file to Data Manager and replace the Sep file? I tried to delete the Sep file and all charts and vizs are gone after I did so. or does the Excel file's name have to be the same every time I want to refresh/replace it?

Thanks.

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1 Reply
Frank_S
Support
Support

I think I understand your proposed process and have done a lot of testing this afternoon.

Recommend that when you receive an new file that you use the same file name as this the most effective way to keep your data structure and load script in tact.

Kind regards...

 

 

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