MS Excel

You can import metadata from MS Excel files into an MS Excel environment.

To import metadata from MS Excel files, follow these steps:

  1. On the Explore tab, click a MS Excel environment tile to view its details.
    Alternatively, on the Explore tab, select Excel option under the Filter By Database Type to view all Excel environments.
  2. Click Options.
    The available options appear.
  3. Click Scan Metadata.

    4. The Excel Metadata Scan - Step1 page appears.

  4. Drag and drop or use to browse and select the MS Excel file.
  5. Use the following options to import metadata.
    Default Template Import
    Use this option to import metadata from the standard Excel template. To download the standard excel template, click .
    Enable header selection
    Use this option to allow header selection for the Excel file. Click Enable header selection and click .
    The Excel Metadata Scan - Step2 page appears.
    To select headers, on the Excel Metadata Scan - Step2 page, double-click the NOT IN USE cell.
    Skip & Assume first row as header
    You can use this option only when you click Enable header selection. Use this option to select the first row in the Excel file as headers.
    Select the Skip & Assume first row as header check box and click .
    The Excel Metadata Scan - Step2 page appears. The first row in the Excel file appears as headers.
    To select alternate headers, double-click the header cell.
    Advance Template Import
    Use this option to import metadata from an advanced template. You can use the following import options with the advance template:
    Import Extended Properties:
    Use this option to import the extended properties into tables and columns.
    Import Valid Values:
    Use this option to import valid values into columns.
    Import Indexes:
    Use this option to import the indexes into columns.
  6. Use the following update options.
    Add New
    Use this option to insert new metadata.
    Update Existing + Add New
    Use this option to update the existing metadata based on tables and columns in the Excel file.
    Update Existing + Add New + Invalidate
    Use this option to update the existing metadata without deleting it.
    Delete & Reload
    Use this option to delete all the business properties and data dictionary stored as metadata for this environment.
  7. Click .

    8. The Excel Metadata Scan - Step2 page appears.

  8. Select the required schema and tables.
  9. Click .

    10. The metadata is imported and saved in the environment.