How to Save and Retrieve Data with XLhub

Overview

Saving and Retrieving data to and from your database is easy with XLhub. These instructions will walk you through this process.

Audience

Users of XLhub who will be retrieving or saving data, or creating hubs.

Flow of Events

1. Obtain Permissions

XLhub uses a SQL server to store your data. Before you can save and retrieve your data with XLhub, you must have the necessary permissions. To obtain these, contact Metric-X at www.metricx.com, or your IT Administrator.

2. Hub and Save a Table

First, set up your data with XLhub:

  1. Transform your Excel data into a table.
  2. Hub the table with XLhub’s Create New Hub tool.
  3. Name your hub, and save and close Excel.

For a more detailed description of how to perform these actions, read the XLhub-How to Create a Hub guide.

3. Reopen Excel

  1. After you have created a new hub with XLhub, you can reopen Excel.
  2. In the XLhub ribbon, your hub will be shown. For this demo we created a hub called DemoTable.

4. Save a Version

  1. Click the Save Button in the XLhub ribbon, above your hub name. You will see a window that asks you to describe your version. Provide a short description that will let you identify this version of your data in the future.
  2. Click OK. You have successfully saved a version.

5. Retrieve a Version

Once you have saved a version of your data, you can retrieve it using XLhub.

  1. Click the Retrieve button in the XLhub ribbon, above your hub name. You will see the version you just saved (along with any other versions you have saved in the past).
  2. Select the version you want to retrieve and click OK.
  3. Be sure to save the Excel file if you want to keep this data in the Excel table. However, all saved versions will be available to you whenever you use XLhub.
  4. You have successfully retrieved your data. Your table has been populated with information from the version you selected.

Note: You can test to make sure your save and retrieve process was successful. Change some data and then retrieve an older version. If the data switches to a previous version, you know the retrieve was successful.

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