Step 1 – Go to the Results folder you want to add the Excel Sheet.
Step 2 – Select "New" > "Upload Document"
Step 3 – Find the Excel sheet and add it.
Step 4 – Create a new report with Excel as the data source, and confirm if it will use All Fields, or if there is a specific range to use.
If the option of the First row contains column names is selected, the headers for the objects will be the names of the columns in the Excel document.
If this option is turned off, the objects will instead be named Col1, Col2, Col3, etc. The objects will have to be renamed and qualified under the object properties:
Select the object to rename
Select the panel to show Properties - Object
Choose the name, qualification, data type, and description if desired to change the object.
Keep in mind that changing the data type could result in the data becoming null. For example: A Case Number is considered a string because it can have a combination of numbers and letters. But if it is changed to a data type of numeric, it will not conform and therefore not be available to have data.