Branch-wise New Customer Management

Convert Excel customer data into a web-based report for real-time consolidation by branch, eliminating manual processes.

What You'll Learn

  • Convert Excel to web report
  • Configure data input screen
  • Connect database and configure buttons
  • Save and share report

~25 min

Intermediate

4 Steps

1

Convert Excel to Web

Download sample file and create the web report foundation

Download the sample Excel file for branch-wise customer management from Learning Experience Samples.

Download sample file

Launch i-AUD Designer from [Menu] → [Tool].

Launch i-AUD Designer

Drag & drop the Excel file into the Designer workspace.

Drag and drop Excel file

Configure Docking to Left / Top / Right / Bottom and set Line Type: None for a clean layout.

Tip: Using all four docking positions (Left/Top/Right/Bottom) ensures the report fills the entire viewport for optimal readability.

Configure docking and line type
2

Configure Data Input

Define data areas, tables, and launch the UI configuration

In the top-left corner of the area defined as table1, enter the table name.

Enter table name in top-left corner

Select the area where data will be entered and name it data1.

Name the data area as data1

Select the entire table form to be aggregated and name it table1.

Select and name table form as table1

If you don't want the table name visible on the web, you can hide the row in Excel.

Tip: Hiding the row containing the table name keeps the web interface clean while maintaining the naming structure the system needs.

Hide row with table name

Launch UI Bot from the i-MATRIX ribbon to configure the input interface.

Launch UI Bot from i-MATRIX ribbon
3

Connect Database & Buttons

Set up database upload, merge execution, and action buttons

Open DB Bot > DB Upload to configure database connectivity.

DB Upload configuration

Add two buttons from UI Bot > Button: name them BTN_SAVE and BTN_REFRESH, and place them in the appropriate positions.

Add BTN_SAVE and BTN_REFRESH buttons

Use Process Bot to assign actions to the buttons (Save and Refresh).

Tip: The Merge execution ensures that branch data from multiple users is consolidated without overwriting each other's entries.

Assign button actions via Process Bot

Verify that the Save button stores data in the database and the Refresh button fetches the stored data correctly.

Verify Save and Refresh functionality
4

Save Report

Save and verify your completed branch management report

Save your report to My Folder.

Save to My Folder

Verify the saved report by navigating to the Individual reports section. Test the Save and Refresh buttons to confirm data operations work correctly.

Verify report