Excel Extracts: Formatting Files
When data is extracted using the DXM Excel Extract wizard, it can be updated and imported back into Diligent Entities.
The DXM Excel Extract feature enables files to be exported using an Extract Tool. In order to use a file to import and update data, it will need to be formatted.
Format a file
Additional information contained in a spreadsheet's Headers and Footers will need to be deleted before a file can be processed.
- Header rows contain title information and field names (above the data). Any additional rows above the Header row should be deleted. Only a single Header row and the proceeding column data should be left.
- Additional information at the Footer of a spreadsheet should also be deleted. This includes the Record Count and Timestamp.
- Any dates should be in the yyyy-mm-dd format.
- Ensure that the Wrap Text style option is Off.
Updating Data
Updates to data in the spreadsheet can be used to update related content in Diligent Entities.
Fields that can be updated across the spreadsheet may vary according to the data exported.
- As a rule, fields that identify fields (for example, QR's, NoteID, NoteType, etc.) should not be changed.
- Field column headings (titles) should not be changed.
- New fields (new columns) cannot be added.
Save the spreadsheet
- Once any required formatting and/or updates are complete, the spreadsheet should be saved in a .CSV file format.
