# Excel Spreadsheets

The process begins by selecting `New Excel Data Source` from the `File→New→New EasyCatalog Panel` menu option.

Select your data file using the standard InDesign file selection dialog.

<img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2FX7JDQqTnA6ivq1rZlzO9%2Ffile.excalidraw.svg?alt=media&#x26;token=6a2e8ec5-d241-4113-88c3-6954fa62a331" alt="Excel Data Source dialog box" class="gitbook-drawing">

### <img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2F1GH0QfBuwNibxgzpUHoE%2F1_bullet.svg?alt=media&#x26;token=6615bd85-e405-46e9-a0f4-d3ffee28ce11" alt="1" data-size="line">Name

The name wich will be used to identify this data source.&#x20;

### <img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2F7G9T9lhD01tHtMvF8EsY%2F2_bullet.svg?alt=media&#x26;token=8e9b910c-fec2-4ff7-bcbd-eb44e01aadda" alt="2" data-size="line">Location

Shows the path to the selected file, and allows a new file to be chosen. Use the `Reveal` button to go to the file in Windows Explorer (Windows) or the Finder (Macintosh).

### <img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2FFv2WAJhRuxtfE31fGUfr%2F3_bullet.svg?alt=media&#x26;token=a9946810-cf7a-4978-95c6-2af5c235a9c5" alt="3" data-size="line">Content

Choose which sheet to import from the Excel workbook using the `Sheet` pop-up. Alternatively, select `All sheets` to import data from all sheets in the workbook. EasyCatalog will create a unique list of field names from across all sheets and create a `Sheet Name` field for each record that will be populated with the name of the sheet that the record belongs to.

The `Range` popup shows the data ranges defined in the Excel worksheet and allows a portion of the records and fields in the sheet to be imported.

`Ignore Rows With One Cell of Data` will ignore any rows in the spreadsheet where only a single cell is populated. This setting is generally used for spreadsheets where headers have been inserted amongst the data in Excel.

### <img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2FejIpY1X37I2eBb0EBmTV%2F4_bullet.svg?alt=media&#x26;token=684db242-fc48-4726-af9b-2d89deec17e7" alt="4" data-size="line">Sample

The sample pane shows a preview of the data as it will be imported by EasyCatalog. When a column is selected in this area the Field Information pane will be available.

### <img src="https://1939597359-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FazTsFGbHKYYVlYs8LIQv%2Fuploads%2F3uy0Magh9oZO5Q6hahIN%2F5_bullet.svg?alt=media&#x26;token=07b0b075-88d3-4f90-b869-23c5d5f08688" alt="5" data-size="line">Field information

Before importing your data, you need to define a `key` column. The content of this column determines the uniqueness of each records being imported, and the choice of key field is critical to the successful operation of EasyCatalog. For further information, see [Key Fields](https://easycatalog.nousmedis.com/setting-up-your-data/data-concepts#key-fields).

To define a key field, select the column in the `Sample` panel and check the `Key` checkbox.

#### Formatting fields

Wherever possible EasyCatalog attempts to set the type of each field based on the format of the cells in Excel.

For example, fields that are numeric in Excel will also be numeric in EasyCatalog. To change the format of a column, select it in the `Sample` pane and use the `Options...` button to display the `Field Options` dialog. Further information on formatting data using the `Field Options` dialog can be found here.

Once you are happy with the configuration options, press the `OK` button to import the file. If the configuration is correct, a new EasyCatalog panel will open showing a spreadsheet-style view of your data.

{% hint style="info" %}
Further information on working with the EasyCatalog data panels can be found in the **Panels** chapter.
{% endhint %}
