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HOW TO

Publish Data from Excel

Goal

Publish Excel data so other Excel workbooks, web dashboards, and applications can receive it in real time or on demand.

Prerequisites

  • U Add-in for Excel installed and licensed
  • Connectivity to Runline HubServer

Steps

1. Publish Data

Enter a U.PUBLISH function in a worksheet cell. Specify the report group and report name that uniquely identify the report, and reference the range containing the data publish.

Example:

=U.PUBLISH("RISK", "DETAIL", A1:L2800)

Result

The report is published to the topic <entity>/RISK/DETAIL. Each time the referenced range changes, the report is updated automatically.

<entity> is your firm's Runline designation. For example, a firm named Novak Capital might publish to NOVAK/RISK/DETAIL.

Licensed and authorized users can receive the report live or on demand in Excel, UWeb, or a custom app.

Common Variations

  • Including an HTML version of the range for viewing in a web dashboard
  • Publishing multiple ranges as distinct pages in a single report

Troubleshooting

  • Issue: No subscribers receive data
  • Cause: Topic mismatch
  • Fix: Ensure exact topic string matches
  • ../how-to/subscribe-data.md
  • ../reference/u-publish.md