How to connect an Excel or CSV spreadsheet to Hubviz

Build a cube from an Excel (.xlsx) spreadsheet or a CSV file, ready for measures and charts.

When to use it

• Your data comes out of a system as an exported spreadsheet, or is already kept in Excel.
• You want to try Hubviz quickly, before connecting a database or an API.

If the spreadsheet is in Google Drive, use Google Sheets: the cube reads the latest version without you uploading a file.

Before you start, open the project where the data will live. If you don’t have one yet, create it in Projects.

Create the cube from the file

Hubviz reads the file and opens the cube on the Query Editor tab, with a table of the data.

Connection fields

Field	What it does
Connection Name	Nickname of the connection. Required.
File Path	The chosen file. Required. Only .csv and .xlsx are accepted: other extensions are ignored when you pick them.
File Type	Filled in from the extension. Read-only.
Delimiter	CSV only. The column separator, such as ; or ,. Blank means comma.

In the browser, the window warns that the file is uploaded as a copy: if the original spreadsheet changes, upload it again.

Viewer toolbar

The file viewer has four buttons on the right:

Button	What it does
Change mapping position	Tells Hubviz where the table starts and whether the fields are in columns or rows (see below).
Open in file explorer	Opens the file’s folder on your computer.
Reprocess mapped fields	Reads the file headers again. Mapped fields are rebuilt. Calculated fields stay, but you need to select the fields again in the mapping.
Update file	Picks the file again (the new version or another .csv or .xlsx file) and reloads the cube data, keeping the connection.

Table that does not start at A1

If the spreadsheet has a title or blank rows before the table, click Change mapping position.

1. Under Orientação dos dados (data orientation, shown in Portuguese for now), pick Horizontal (campos nas colunas), fields in columns, the usual case, or Vertical (campos nas linhas), fields in rows, when each row is a field and the records run to the right.
2. In Starting cell, enter the cell of the first header, such as B3. The preview helps you find it.
3. Click Confirm mapping changes.

Check the fields

Each spreadsheet column becomes a cube field. Before creating measures, open the Field Mapping tab, check each field’s type (dates as date, values as number, names as text) and click Save. See Cube fields.

Example: Aurora’s sales spreadsheet

The Sales 2026 spreadsheet has one row per month and business unit:

data	unidade	receita	custo	meta
2026-01-01	Industry	1527132	1027681	1620320
2026-01-01	Retail	1196351	682333	1236560
2026-01-01	Services	795606	409670	835744

In the mapping, data stays as a date, unidade as text and receita, custo and meta as numbers. With the calculated field lucro_bruto = receita - custo, the cube is ready for the Revenue, Cost, Target and Gross profit measures. See Measures.

Refresh the data when the file changes

Where you use Hubviz Studio	How to refresh
Installed Hubviz Studio	The cube reads the file straight from your computer. Save the spreadsheet and process the cube again.
Browser	The file was uploaded as a copy. Whenever the original changes, upload it again with Update file.

For the cube to refresh by itself, open the cube’s sync tab and pick the frequency. See Automatic refresh. A file that only exists on your computer refreshes through the schedule on this computer.

Spreadsheet tips

• Keep the column names in the first row of the table, with no blank rows above it, or use Change mapping position.
• Use one sheet per kind of information. Tables side by side on the same sheet get in the way.
• Avoid merged cells and totals in the middle of the data. Hubviz computes totals for you.
• Columns with repeated names get in the way of the mapping. Give each column a unique name.