System Administration

Excel Integration Panel

Use this page to perform. Refer to the Configure Excel Integration for more information.

This panel contains the following tabs:

To access this page:

  1. Navigate to the page where the data is to be imported in the DSP®.
    OR
    Navigate to the page where the Excel template is to be downloaded.

  2. Select Excel Integration from the page gear menu.

Download Template tab

Field

Description

Unlock Records

Click to unlock the records on the current page that have been locked by another user.. Refer to Lock Records in product help for more information.

Workbook Filename

Displays the filename of the Excel workbook being imported.

NOTE: The filename format is limited to the standards of the user’s operating system. Illegal characters will be converted to underscores.

NOTE: If no file name is entered, the page name is used as the default.

Worksheet Name

Displays the name of the worksheet (in the Excel file indicated in the Workbook Filename field) being imported.

NOTE: The worksheet name format is limited 31 characters and will be filtered for characters not allowed in Excel worksheet name. Illegal characters will be converted to underscores. If the name entered is longer than 31 characters, it will be truncated to 31 characters.

NOTE: If no worksheet name is entered, the page name is used as the default.

Include Existing Data

If enabled, the unlocked records are included in the downloaded spreadsheet.

If disabled, only an empty Excel spreadsheet (based on the current DSP® page) will be downloaded.

Download

Click to download the Excel file indicated in the Workbook Filename field.

NOTE: This will create a template file for the user to enter data.

Import Data tab

Choose an Excel File

Field

Description

Click here to browse for your Excel file.

Click to choose the file to upload for importing into DSP®.

 

Import Options

On this tab, a message indicating whether or not the file chosen is a valid Excel file displays.

If the file is valid, the filename and its size display.

Field

Description

Choose Worksheet

Displays the worksheet name appears in the Choose Worksheet list box.

NOTE: If there is more than one worksheet in the template, click the down arrow to select the worksheet to import.

Data Starts on Row

The value entered in the Data Starts on Row field is the starting row of the data in the Excel template where the user wants to begin importing data.

NOTE: The default value for the Data Starts on Row field is the first row containing data after the columns headings in the Excel template.

Column Names on Row

The value entered in the Column Names on Row field is the starting row of the column names in the Excel template.

NOTE: The default value for the Column Names on Row field is 1.

Insert Records

Click to insert records located in the worksheet indicated in the Choose Worksheet field.

 

Import Results

After data has been imported via the Excel import functionality, a list of inserted versus failed records display and is grouped with error summaries based on reasons for failure. See Import Data for more information.

Field

Description

Expand All

Click to expand the lists (Inserted, Failed, and Skipped) to display the records.

Collapse All

Click to collapse the lists (Inserted, Failed, and Skipped).

Import Another File

Click to import another file into DSP®.

Bulk Execution button

Click to open Bulk Execution for inserted record validation