{"id":636,"date":"2026-01-16T09:28:51","date_gmt":"2026-01-16T09:28:51","guid":{"rendered":"https:\/\/www.quadbase.com\/blog\/?p=636"},"modified":"2026-01-16T22:11:26","modified_gmt":"2026-01-16T22:11:26","slug":"how-to-use-excel-data-when-creating-reports-with-espressreport-es","status":"publish","type":"post","link":"https:\/\/www.quadbase.com\/blog\/how-to-use-excel-data-when-creating-reports-with-espressreport-es\/","title":{"rendered":"How to use Excel data when creating reports with EspressReport ES"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"alignright size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"376\" height=\"315\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image9-1.png\" alt=\"\" class=\"wp-image-638\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image9-1.png 376w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image9-1-300x251.png 300w\" sizes=\"auto, (max-width: 376px) 100vw, 376px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"\">In this article, we will discuss how to use EspressReport ES to make reports against Excel data by using the JDBC driver from CData. We are using Windows for this article and assume that EspressReport ES is installed in \u201c<em>C:\\ERES71\\<\/em>\u201d.<\/p>\n\n\n\n<p class=\"\">CData Software offers about 250 types of JDBC Drivers for various data sources such as MongoDB, Kintone, Dynamics 365, JIRA, etc.<\/p>\n\n\n\n<p class=\"\">By using these various JDBC drivers and the Data Registry Manager in EspressReport ES, you can access data from all kinds of data sources in the Cloud and SaaS applications for robust reporting and visual analytics. Please download the Excel file <a href=\"http:\/\/www.quadbase.com\/downloads\/woodview.xlsx\">here<\/a> and copy to the directory (<em>C:\\ERES71\\help\\examples\\DataSources\\excel\\<\/em>) if you would like to follow the example.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>JDBC driver setup<\/strong><\/h2>\n\n\n\n<p class=\"\">First, install the CData Excel JDBC Driver. A trial version is available from the URL below.<\/p>\n\n\n\n<p class=\"\"><a href=\"https:\/\/www.cdata.com\/drivers\/excel\/jdbc\">https:\/\/www.cdata.com\/drivers\/excel\/jdbc<\/a><\/p>\n\n\n\n<p class=\"\">After downloading the installer, proceed with the setup according to the dialogs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"491\" height=\"381\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image1-2.png\" alt=\"\" class=\"wp-image-645\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image1-2.png 491w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image1-2-300x233.png 300w\" sizes=\"auto, (max-width: 491px) 100vw, 491px\" \/><\/figure>\n\n\n\n<p class=\"\">When the setup is complete, JDBC Driver will be created in &#8220;<em>C:\\Program Files\\CData\\CData JDBC Driver for Microsoft Excel 2025\\lib<\/em>&#8220;. Use this JDBC Driver to proceed with the settings for linking with EspressReport ES.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"846\" height=\"223\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image5-1.png\" alt=\"\" class=\"wp-image-641\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image5-1.png 846w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image5-1-300x79.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image5-1-768x202.png 768w\" sizes=\"auto, (max-width: 846px) 100vw, 846px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Deploying JDBC Drivers<\/strong><\/h2>\n\n\n\n<p class=\"\">Next, place the JAR and the license file for the JDBC driver installed earlier into EspressReport ES..&nbsp;<\/p>\n\n\n\n<p class=\"\">Copy &#8220;cdata.jdbc.excel.jar&#8221;, &#8220;cdata.jdbc.excel.lic&#8221; and \u201ccdata.jdbc.excel.remoting.ini\u201d into &#8220;<em>C:\\ERES71\\WEB-INF\\lib<\/em>&#8220;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"810\" height=\"623\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image4.png\" alt=\"\" class=\"wp-image-642\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image4.png 810w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image4-300x231.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image4-768x591.png 768w\" sizes=\"auto, (max-width: 810px) 100vw, 810px\" \/><\/figure>\n\n\n\n<p class=\"\">After you&#8217;ve copied the files, restart Tomcat where EspressReport ES is deployed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Start ERES Organizer<\/strong><\/h2>\n\n\n\n<p class=\"\">Let&#8217;s create a report based on excel data with EspressReport ES. EspressReport ES uses a tool called Organizer to manage and visualize connection information. Log in to the startup screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"860\" height=\"335\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image19.png\" alt=\"\" class=\"wp-image-643\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image19.png 860w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image19-300x117.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image19-768x299.png 768w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/figure>\n\n\n\n<p class=\"\">Select &#8220;Organizer&#8221; from the left menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"430\" height=\"463\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image6.png\" alt=\"\" class=\"wp-image-644\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image6.png 430w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image6-279x300.png 279w\" sizes=\"auto, (max-width: 430px) 100vw, 430px\" \/><\/figure>\n\n\n\n<p class=\"\">The Java executable file will be downloaded as shown below. Launch it and click &#8220;Run&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"517\" height=\"307\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image11.png\" alt=\"\" class=\"wp-image-646\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image11.png 517w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image11-300x178.png 300w\" sizes=\"auto, (max-width: 517px) 100vw, 517px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Add Data Source<\/strong><\/h2>\n\n\n\n<p class=\"\">After launching ERES Organizer click on &#8220;Data Registry Manager&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"855\" height=\"193\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image2-1.png\" alt=\"\" class=\"wp-image-647\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image2-1.png 855w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image2-1-300x68.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image2-1-768x173.png 768w\" sizes=\"auto, (max-width: 855px) 100vw, 855px\" \/><\/figure>\n\n\n\n<p class=\"\">Click the Add button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"410\" height=\"377\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image7.png\" alt=\"\" class=\"wp-image-648\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image7.png 410w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image7-300x276.png 300w\" sizes=\"auto, (max-width: 410px) 100vw, 410px\" \/><\/figure>\n\n\n\n<p class=\"\">Create a Data Registry with a name of your choice.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"97\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image18.png\" alt=\"\" class=\"wp-image-649\"\/><\/figure>\n\n\n\n<p class=\"\">After creating the Data Registry, add a connection to the Database. Select Database and click ADD.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"884\" height=\"643\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image8.png\" alt=\"\" class=\"wp-image-650\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image8.png 884w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image8-300x218.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image8-768x559.png 768w\" sizes=\"auto, (max-width: 884px) 100vw, 884px\" \/><\/figure>\n\n\n\n<p class=\"\">Enter the excel connection information for the CData JDBC Driver here.<\/p>\n\n\n\n<p class=\"\">Enter the name of your choice, select &#8220;Other&#8221; from the Driver List, and specify &#8220;cdata.jdbc.excel.ExcelDriver&#8221; for Driver.<\/p>\n\n\n\n<p class=\"\">Then enter the JDBC URL: \u201cjdbc:cdata:excel:ConnectOnOpen=true;TypeDetectionScheme=RowScan;RowScanDepth=10;URI=C:\\ERES71\\help\\examples\\DataSources\\excel\\woodview.xlsx\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"301\" height=\"516\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image3.png\" alt=\"\" class=\"wp-image-651\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image3.png 301w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image3-175x300.png 175w\" sizes=\"auto, (max-width: 301px) 100vw, 301px\" \/><\/figure>\n\n\n\n<p class=\"\">Click &#8220;Test Connection&#8221; if you have set everything up correctly the following message will appear.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Add Queries<\/strong><\/h2>\n\n\n\n<p class=\"\">After adding the connection to excel select Queries under excel connection and click the &#8220;ADD&#8221; button.<\/p>\n\n\n\n<p class=\"\">Enter the name of your choice and define a query using &#8220;Enter SQL statement&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"141\" height=\"179\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image20.png\" alt=\"\" class=\"wp-image-652\"\/><\/figure>\n\n\n\n<p class=\"\">Set the SQL statement that you want.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"569\" height=\"446\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image16.png\" alt=\"\" class=\"wp-image-653\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image16.png 569w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image16-300x235.png 300w\" sizes=\"auto, (max-width: 569px) 100vw, 569px\" \/><\/figure>\n\n\n\n<p class=\"\">You can check the actual result by moving to the &#8220;Datasheet View&#8221; tab. Then you can save it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"539\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image17.png\" alt=\"\" class=\"wp-image-654\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image17.png 580w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image17-300x279.png 300w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Create a report<\/strong><\/h2>\n\n\n\n<p class=\"\">After creating a query, create a report based on the results of that query. Select the target query and click &#8220;VIEW&#8221;. (The following screen is just an example. Your &#8220;queries&#8221; will be different.)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"733\" height=\"493\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image14.png\" alt=\"\" class=\"wp-image-655\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image14.png 733w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image14-300x202.png 300w\" sizes=\"auto, (max-width: 733px) 100vw, 733px\" \/><\/figure>\n\n\n\n<p class=\"\">A wizard will be displayed as shown below, so select \u201cCreate Report\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"555\" height=\"531\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image15.png\" alt=\"\" class=\"wp-image-661\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image15.png 555w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image15-300x287.png 300w\" sizes=\"auto, (max-width: 555px) 100vw, 555px\" \/><\/figure>\n\n\n\n<p class=\"\">Select any report type you like in the Report Wizard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"547\" height=\"461\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image12-1.png\" alt=\"\" class=\"wp-image-663\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image12-1.png 547w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image12-1-300x253.png 300w\" sizes=\"auto, (max-width: 547px) 100vw, 547px\" \/><\/figure>\n\n\n\n<p class=\"\">Click &#8220;Next&#8221;. A report with Excel data will be created as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"646\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image13-1024x646.png\" alt=\"\" class=\"wp-image-657\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image13-1024x646.png 1024w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image13-300x189.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image13-768x485.png 768w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image13.png 1060w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"\">Click &#8220;Preview&#8221; to see the screen below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"895\" height=\"810\" src=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image10.png\" alt=\"\" class=\"wp-image-658\" srcset=\"https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image10.png 895w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image10-300x272.png 300w, https:\/\/www.quadbase.com\/blog\/wp-content\/uploads\/2026\/01\/image10-768x695.png 768w\" sizes=\"auto, (max-width: 895px) 100vw, 895px\" \/><\/figure>\n\n\n\n<p class=\"\">Finally, fine-tune the design of the report, etc., and you&#8217;re done.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p class=\"\">By using the CData JDBC Drivers, you can use EspressReport ES to make reports, charts, dashboards against virtually all kinds of data sources in the world.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article, we will discuss how to use EspressReport ES to make reports against Excel data by using the JDBC driver from CData. We are using Windows for this &#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-636","post","type-post","status-publish","format-standard","hentry","category-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to use Excel data when creating reports with EspressReport ES - Quadbase Systems Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.quadbase.com\/blog\/how-to-use-excel-data-when-creating-reports-with-espressreport-es\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to use Excel data when creating reports with EspressReport ES - Quadbase Systems Inc.\" \/>\n<meta property=\"og:description\" content=\"In this article, we will discuss how to use EspressReport ES to make reports against Excel data by using the JDBC driver from CData. 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