Importing data from MS Excel Files

You can import reference data from MS Excel files into reference tables. First, you need to add columns to a reference table and then add reference data into these columns from an MS Excel file.

To add columns into reference tables, follow these steps:

  1. Go to Application Menu > Data Catalog > Reference Data Manager.
  2. Under the Workspace pane, expand the desired reference folder.
  3. Expand the Reference Tables node, right-click the desired table, and click Alter Table.

    4. The Alter Table page appears.

  4. Click .
  5. Double-click the cell under the Column Name and type a column name.

    6. Note: You can add as many column names as you want.

  6. click .

    7. The columns are added to the reference table.

To upload reference data from an MS Excel file into the columns, follow these steps:

  1. Click and then click .

    2. The Import Table Data page appears.

  2. Click Choose File to browse the .xlsx file and then click .
  3. Double-click the Select Column to Import cell of a desired column.

    4. Note: Column names added by you in the previous steps appear as options.

  4. Select the appropriate <column name>.

    5. Note: You can select multiple columns.

  5. Click .

    6. The reference data is added to the reference table.