Monthly Store Sales Performance

Convert your Excel monthly store sales performance template into a web report for efficient collaboration and automatic updates.

What You'll Learn

  • Prepare Excel sales data
  • Connect Excel to MX-Grid
  • View report on web
  • Save and verify report

~15 min

Beginner

5 Steps

1

Prepare Your Excel File

Download sample from Learning Experience Samples

Download the monthly store sales performance sample file from the Learning Experience Samples section. This Excel file contains the template you will convert into a web report.

Tip: Simply update the Excel file later, and changes are automatically reflected in the web report.

Step 1 - Prepare Your Excel File
2

Launch i-AUD Designer

Open the design tool from the EPA main screen

Open the i-AUD Designer by navigating to [Menu][Tool]. This is where you will configure your Excel file for web conversion.

Step 2 - Launch i-AUD Designer
3

Connect Excel to MX-Grid

Place the grid component and load your Excel file

Select UI Bot > MX-Grid to place the grid component on the workspace.

Step 3 - Select UI Bot MX-Grid

Right-click the component and choose Design to open the design mode.

Step 3 - Right-click Design

Use File > Open Excel to load your prepared Excel file.

Step 3 - File Open Excel

Click Save to apply the connection between Excel and the MX-Grid component.

Step 3 - Save Connection
4

View Report on Web

Click Execute button to preview your report

Click the Execute button to preview your converted report in the web browser. Verify that all data displays correctly and the layout matches your expectations.

Step 4 - View Report on Web
5

Save Your Report

Save to My Folder and verify your report is accessible

Save your completed report to My Folder.

Step 5 - Save to My Folder

Verify the report is accessible by navigating to [Menu][Individual]. Your report will be listed and ready to use.

Step 5 - Verify Report