====== Import from Excel/CSV ====== To import data from an Excel/CSV file, you must open the table view of the corresponding type of the design data object and select the menu item //Upload / Import from Excel// in the page menu to open the page for data import. ===== Step 1 – Select an Import File ===== Click on the “Import file” field and select the Excel/CSV file you want to import. If the Excel file contains multiple worksheets, you can select the appropriate worksheet in the “Worksheet” selection field. A preview of the file data is displayed below the input fields. Click on **//First row contains headers//** if the table row contains column headers. These will be used in the next step for the automatic assignment of attributes. Click **//Next//** to proceed to the next step. [{{ :manual:c03:c90:c01:excelimport_step1.png?direct&600 |Import from Excel/CSV: Select Import File}}] ===== Step 2 – Assign Columns to Attribute ===== To transfer the data, it is necessary to assign the columns from the table to the attributes of the design data object. If the option **//First row contains headers//** was activated in the previous step, RePoSyD attempts to assign the values in the first row to the attributes of the design data object. To do this, the column headers are compared with the IDs and titles of the attributes. If a match is found, the column is assigned to the respective attribute. It is also possible to define the owner (team) and the responsible team in the import file. RePoSyD checks the attributes for matches and assigns the columns if necessary. For all columns for which no match is found, you must make the settings manually. [{{ :manual:c03:c90:c01:excelimport_step2.png?direct&600 |Import from Excel/CSV: Assign Columns to Attributes}}] ==== Assign Owner and Responsible ==== Click on the button in the ‘Action’ column and select one of the options. Select **//Assign Team //** to assign the same owner (team) or the responsible team to all objects. Click on the cell in the //Value// column in the same row to open the input dialog. Select a team and confirm your selection with **//Set//**. Select **//Apply column value//** to set the owner (team) or the responsible team based on the import data. Click on the cell in the //Value// column in the same row to open the input dialog. Select a column and confirm your selection with **//Set//**. ==== Assign Attribute Value ==== Click on the button in the ‘Action’ column and select one of the options. Select **//Apply column value//** to transfer the value from the import data. Click on the cell in the //Value// column in the same row to open the input dialog. Select a column and confirm your selection with **//Set//**. Select **//Set value//** if you want to set the attribute to the same value for all objects. Depending on the type of attribute, different input fields are displayed. \\ For enumerations, a selection box with the defined values is displayed. Select a value and confirm your selection with **//Set//**. For all other types, an input field is displayed. Enter the corresponding value and confirm it with **//Set//**. To deactivate the setting of an attribute, you must select the option **//No action//** for the attribute in the //Action// column. ===== Step 3 – Data Check and Import ===== [{{ :manual:c03:c90:c01:excelimport_step3.png?direct&600 |}}] ==== Rules ==== [{{ :manual:c03:c90:c01:view_rules.png?direct&600 |}}] To add a new rule, click on the button and then select the rule you want to add. The dialog box for editing the rule will then appear. \\ If you want to edit a rule, click on the edit icon in the line with the rule. You can delete a rule by clicking on the delete icon . === Omit (skip) Row === The Omit (or skip) rules is used to exclude rows in the import from being imported or used for updating objects. === Update or Create === The “Update or create” rule is used to update objects in the repository and create missing new objects. In the edit dialog, you can now specify the conditions for searching for objects. If you want to define multiple conditions, you can use the //Conditions to be met// option to specify whether all or at least one condition must be met for the update. Click the button to add a new condition. Now select the attribute to be searched and the column from the import file to be used as the value for the search. Click **//OK//** to create the rule. [{{ :manual:c03:c90:c01:ruledialog_updateorcreate.png?direct&400 |Edit: Update or Create}}] ==== Data Check ==== [{{ :manual:c03:c90:c01:excelimport_step3.png?direct&600 |Data Check - Initial Status}}] Before you can start importing data from the import file, you must check whether the values match the definition in the metamodel of the respective attribute. If necessary, RePoSyD converts the data into the internally used format. An example of this are enumeration values, where each value has a key and a label. In the import file, both the key and the label can be used in the supported languages. ^ Import Value ^ Converted Value ^Remarks ^ | pending | pending | No conversion, as the import value corresponds to both the key and the English translation. | | ausstehend | pending |The German translation is replaced by the key of the enumeration value. | | Temperature | environment.temperature |The English translation is replaced by the key of the enumeration value. | | Temperatur| environment.temperature |The German translation is replaced by the key of the enumeration value. |
Example of the Conversion of an Enumeration Value
//**Note** In conversion is case-insensitive!// ^ Type ^ Check ^ Conversion ^ | Enumeration | The value must be included in the list of enumeration values, i.e., it must correspond to the key or one of the translations of the name of one of the enumeration values. | The value from the import file is converted to the corresponding key value of the enumeration. For the type of a requirement, the value ‘Temperature’ is changed to the key value ‘environment.temperature’, which is used internally by RePoSyD. | | String | The value must not exceed the maximum length. | The value from the import file is converted to HTML. Special characters are converted to the corresponding HTML codes. Line breaks contained in the text are retained. <
Value Checks and Conversions
=== Perform Data Check and Results === Click **//Perform data check//** to start the check. The progress bar in the ‘Data check’ row shows the current status of the process. If the check is successful, a green bar is displayed and the **//Import Data//** button is displayed. If there are errors, a red bar is displayed and the data import cannot be started. If there are warnings and/or errors, the number of warnings and errors is displayed in the //Status// column under **PASSED**. Move the mouse pointer to a cell with warnings or errors to display them as a tooltip. Use the filter buttons above the table to limit the rows displayed to those with warning messages and/or error messages. [{{ :manual:c03:c90:c01:excelimport_step3-1.png?direct&600 |Data Check - Passed}}] [{{ :manual:c03:c90:c01:excelimport_step3-2.png?direct&600 |Data Check - Passed with Warnings}}] [{{ :manual:c03:c90:c01:excelimport_step3-3.png?direct&600 |Data Check - Failed with Errors and Warnings}}] ==== Data Import ==== Click **//Inport data//** to start the data import. The progress bar in the ‘Data import’ row shows the current status of the process. [{{ :manual:c03:c90:c01:excelimport_step4-2.png?direct&600 |Data Import completed}}] You can download the status of the data import as an Excel file using the download button . The file contains information about the transactions that have been carried out, the PUID of the objects that have been newly created or updated, and the assignment of the columns from the import file to the attributes of the objects.