Data saved in a spreadsheet (e.g. MS Excel and Google Sheets) can be paste merged into a Dataset or a Draft via Workspace to bulk update to your Orgvue data.
TIP: Paste merge requires headers to match exactly. The easiest way to ensure the correct headers is to:
- Create a Worksheet slide in Orgvue, adding the properties being updated as columns;
- Export the Worksheet data (‘Data’/ ‘Export as CSV’/ ’Current’ slide);
- Copy the headings into the columns of the spreadsheet you are uploading.
In the example below, ‘Position Manager ID’ values have been sourced to reparent orphan nodes.
- Orphan nodes have been observed
- The slide data has been exported to source missing Position Manager IDs for orphans.
- The correct values have been sourced and saved in an external spreadsheet.
To paste merge spreadsheet data via Workspace
- Select ‘Data’
- ‘Select ‘Paste Merge’
- Select the columns in your spreadsheet containing the position identifier and the data to be merged
- Place your cursor in the Paste merge zone and paste using ‘Ctrl’+’v’
- Confirm the Property used to merge on (the unique position identifier). This will be the key for the ID property which was specified when the dataset was uploaded.
- Specify the action for blank cells (see below)
- Select Merge
Overwrite blanks:
- If set to On: existing dataset values will be removed if the Excel value is blank.
- If set to Off: existing dataset values will remain if the Excel value is blank.
If you are comfortable with the values in your dataset and you are only making additions, set Overwrite Blanks to Off.
After Merging, you can review the effect of changes before saving.
- As highlighted below example 12 Orphans have been reparented
- 12 changes are shown on the ‘changes’ icon (select the icon for details)
- Adding a Changes List slide will provide a record of the changes (until the dataset is changed).
Related articles:
Comments
0 comments
Please sign in to leave a comment.