This section describes the fields and available options when importing from an Excel file. Note that options vary slightly depending on whether you started the import from a dataset, or table Actions menu. Excel import presents you with several pages. Follow the links in the descriptions below for detailed information on each page:
File selection—From this page you can browse to select the file to import.
Preferences—Use the drop-down menu on this page to specify an existing set of preferences to use for this import.
Configuration page—The options here determine basic configuration information.
Table mapping page—This page allows you to map the tables in the dataset to those in the Excel file. You will only see this page when initiating import from a dataset's Actions menu.
Column mapping—This page allows you to map the columns from tables to those in the Excel file.
Simulation page—From this page you can run a simulation and view results prior to performing the actual import operation.
Results page—This page shows you the import results.
Preferences allow you to automatically populate fields, and map between a source and target using saved information. This page contains the option shown in the following table:
List | Definition |
|---|---|
Preference | Choose a preference to load configuration and mapping information. |
This page allows you to modify behavior of the import. Part of the modification can include specifying Java classes to transform, or validate data. This page contains the options shown in the following table:
To avoid issues during import of a large Excel file, please do not activate the Download file of invalid data option.
Property/Field/List | Definition |
|---|---|
Import mode |
|
First row contains header | Use this option to specify whether the first row of every column in the file being imported is a label (Header), or contains data to import (No header). |
| Force precision as displayed | Specifies the accuracy of numbers when importing Excel. If set to 'Yes': The displayed value of numbers in each cell will be read and imported. If set to 'No': The accuracy value of numbers in each cell will be read and imported. Default value: 'No'. This feature is only applied to the Number format cells (Number is used for general display of numbers). For other format cells, the accuracy values in each cell will be read and imported. |
| Force import | Specifies that all triggers and constraints are disabled when this option is activated. Otherwise, all triggers and constraints are enabled. |
| Download file of invalid data | Export all records with errors in their data rows to a downloadable file. |
| Remove redundant characters contained in the header during matching | Replace all line-breaks and continuous space characters in the Excel header with a single space character during matching. |
| Use case-sensitive comparison when matching the header | Differentiate between lower-case and upper-case when matching the imported file's column header with the field's label in EBX®. |
| Ignore the empty or null values | By default, the existing record is not updated with null and empty cell values from the imported file. |
| Check empty or null primary keys | The add-on verifies that all primary keys are mapped and validates the data before importing. If you disable this option, the add-on does not perform this verification. |
| Extensions | Specifies the Java class that is implemented to transform data during import/export processing. |
| Validators | Specifies the Java class that is implemented to validate data during import. |
| Starting position of table content (only visible on the configuration page when importing into a single table) | Choose the row and column number in the Excel file containing data to import. |
This page displays when importing into a dataset and allows you to map the target tables with the source sheets in the Excel file. Additionally, you can specify where the data begins in the file using the Choose starting position options. If all sheets are the same, set a single starting position. Otherwise, you'll need to specify a position for each sheet.
The source sheets and target tables display on the right and left, respectively. The icon between the to lists allows you to use, or ignore a table during import. All used tables will require a column mapping.
Below the mapping configuration information, the Save preference group allows you to save the mappings as a reusable preference. Just tic the Create new preference called radio button and enter a name in the field.
This page allows you to map source columns in the Excel file with EBX® table columns. When starting this import from:
A table: Use the drop-down list next to each table column to specify which source gets mapped to which target. Additionally, at the top of the screen, you can expand Data file sample to see a preview of how the current mapping would import.
A dataset: In addition to the options described in the previous bullet, a list of tabs displays that allows you to select and edit mappings for each table.
This page allows you to use the current configuration and mapping settings to simulate import. The simulation results can include different levels (error, warning, and information) of technical, validation, and business messages. Use the result information to make any needed changes before performing the actual import.
The table below describes the page's main components:
Options | Definition |
|---|---|
Validate imported records only | When selected, the validation report only runs on the records being imported. If unselected, the report also includes all records in the target table. |
Skip validation report | When checked, the simulation result does not include the detailed validation report. |
Simulation stopped | Select conditions that determine when to stop the simulation. |
Simulation result | Displays simulation results on a table-by-table basis. Each tab corresponds to a simulation for a table. |
| Import option | Choose whether to stop the import process when there are validation errors. |
| Import type | Either specify that the add-on simulates importing by importing all sheets at once, or sequentially. |