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 an MS Excel environment tile to view its details.
    Alternatively, under Filter By Database Type, select the Excel option 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. It allows you 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 advanced 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 the 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.
    Import Comments
    Use this option to import comments and descriptions from the Excel file into the metadata.
    Skip Empty Cells
    Use this option to skip blank cells in the Excel file to avoid overwriting existing metadata with empty values. This option is available only when you select the Update Existing + Add New or Update Existing + Add New + Invalidate options.
    Import Business Properties
    Use this option to import business metadata such as terms, definitions, maximum value, minimum value, alias, class, classifications, and stewardship assignments. This option is available only when you select the Update Existing + Add New or Update Existing + Add New + Invalidate options.
    Import User Defined Fields
    Use this option to import custom metadata fields (User Defined Fields) defined in the environment. This option is available only when you select the Update Existing + Add New or Update Existing + Add New + Invalidate options.
  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.