Preparation
The first thing is to save your Excel spreadsheet as a .csv (Comma Separated Values) file which is the one to be converted in the Apex environment.
Step by step in the Apex environment
1) Log in the Apex development environment with the workspace and credentials provided by the Apex administrator as shown in the picture below:

2) Click in the Application Builder icon as shown in the picture below:

3) Once inside the "Application Builder" main page then click the button (located at the top-right) "Create" as shown in the picture below:

4) Then select the option "Create from spreadsheet" and click "Next" as shown in the picture below:

5) Then select the Import option " Upload file , comma separated (*.csv) " and click "Next" as shown in the picture below:

6) Then browse and select your .csv file and click "Next" as shown in the picture below:

7) Then Type a table name in the position indicated by the arrow in the picture below.

8) In the same page check if the data type corresponds to your data. In this particular spreadsheet, I had to indicate a date field (instead as the original varchar2) and also the date format as you can see in the picture below, then click "Next":

9) Then type a plural name for your table , check the labels and click "Next" as shown in the picture below:

10) Then click "Next" in the following page to get to the screen shown in the picture below:

Here you can leave the defaults and click "Next"
11) Then change the default theme to number 9 (blends better with University colours) as shown in the picture below and click "Next":

12) In the next screen click "Create" , then in the following run the application and you should get the login screen as shown in the picture below:

To login use the same credentials as for your workspace, if you require to create more users accounts or make your Apex application "public" then consult with your Apex Administrator.
13) Finally you can see your Excel spreadsheet converted to the Apex environment as shown in the picture below:

Here you can search, create and/or edit records. Probably, the most useful button is the one indicated by the arrow which pulls down the menu below:

Which shows all the options where you interactively can create new reports or charts. Welcome to the reports 2.0 !
|