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Using an Excel file as a data source and connecting it to a template

Updated today

In Comeen, data sources allow you to display dynamic content inside your templates. By connecting an Excel file, your screens can automatically update whenever your data changes.

This guide explains how to:

  1. Create an Excel data source

  2. Connect this data source to a template


Prerequisites

Before getting started, make sure that:

  • Your Excel file is accessible online (e.g. OneDrive)

  • Your data is properly structured (one row = one entry, clear columns)

  • The first row contains column headers


1. Create an Excel data source

A data source allows you to import external data into Comeen and use it in your templates.

Steps

  1. Go to the Data Sources section

  2. Click on New data source

  3. Select the appropriate account to retrieve your Excel file

  4. Pick your Excel file from OneDrive

  5. Fill in the required information:

    • Name of the data source

    • Icon and color (optional)

    • Update frequency (every 10 minutes by default)

  6. Select the Worksheet.

  7. Select each column type; the following column types are available:

    • Text

    • Date

    • Date and time

    • Numeric

    • Boolean

    • URL

    • HTML

  8. Click Save

Your data source is now ready for use.


2. Prepare your data for the template

Before connecting your template, make sure your data is clean and structured.

  • One column = one type of data (title, image, link, etc.)

  • One row = one item to display

  • Avoid merged cells

  • Use simple formats (text, URLs, date)


3. Connect a template to the data source

Once your Excel data source is created, you can use it inside your templates to display dynamic content.


Step 1: Prepare your template

  1. Open the Designer

  2. Add elements (text, image, QR code, etc.)


Step 2: Bind your data

  1. Select an element in your template

  2. In the right panel, open the Data Source tab

  3. Select your Excel data source

    select_datasource.png
  4. Map the columns to your template elements

    map_column_datasource.png

Example:

  • Column A (Title) β†’ Text field

  • Column B (Link) β†’ QR code

  • Column C (Image) β†’ Image

  • Column D (Category) β†’ Text

Each element can be connected to a specific column from your Excel file.


Step 3: Handle multiple rows (pagination)

You can display multiple entries from your Excel file:

  • Row 1 β†’ Page 1

  • Row 2 β†’ Page 2

  • etc.

Select an element and enable pagination to automatically rotate through your data within the template once added to a playlist.


4. Add your template to a playlist

Once your template is ready:

  1. Define the number of pages to display

  2. Each page will correspond to a row in your Excel file

Your content will automatically update based on your data.


Result

Your template is now connected to your Excel file:

  • Data updates automatically

  • Content adapts dynamically

  • You can manage displays at scale easily


Best practices

  • Regularly check your Excel file structure

  • Use clear and consistent column names

  • Test your template with multiple rows

  • Use Data Views to filter or organize your data if needed

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