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niota-docs:how_to_excel_upload
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niota-docs:how_to_excel_upload [2025/11/21 14:52] admin created |
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| ===== How to upload data using Excel ===== | ===== How to upload data using Excel ===== | ||
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| + | If you need to upload data to niota from an Excel file, there are several conditions that have to be true. | ||
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| + | #1 You must have access to the Excel upload feature on the specific table\\ | ||
| + | #2 you need an Excel that has the same structure as the target table in your database\\ | ||
| + | #3 If your Excel workbook has more than one sheets, the sheet with our upload data must have the same name as your target table in the database.\\ | ||
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| + | A good way to get an Excel with the same structure than your target table, is to download the table data first.\\ | ||
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| + | Use download icon on the left to download data from niota\\ | ||
| + | {{:niota-docs:pasted:20251124-164218.png}} | ||
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| + | After successful download you should find an excel workbook in your download folder.\\ | ||
| + | {{:niota-docs:pasted:20251124-164228.png}} | ||
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| + | Now you can modify data in the Excel. | ||
| + | * Please note, that 0 is currently replace by <null>/<nothing> - in case your column does not allow null, please set a proper value. | ||
| + | {{:niota-docs:pasted:20251124-164250.png}} | ||
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| + | If you are allowed to upload data to a table you see one or two upload icons on the left of the grid.\\ | ||
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| + | There are two possible types of uploads: | ||
| + | #1 – full upload / all records in the table are replace by the records in the Excel you provide.\\ | ||
| + | #2 – partial upload / only the records from your Excel. Records that are already in the DB table, but not in your Excel remain as they are.\\ | ||
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| + | {{:niota-docs:pasted:20251124-164317.png}} | ||
| + | When you click on one of the upload features, you have to provide your upload file. | ||
| + | {{:niota-docs:pasted:20251124-164349.png}} | ||
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| + | Then you have to click again to trigger the upload. A warning will appear.\\ | ||
| + | {{:niota-docs:pasted:20251124-164359.png}} | ||
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| + | In case you commit your decision, then upload will start. If upload finishes successfully the table will be refreshed and you should see your new data loaded into your database.\\ | ||
| + | {{:niota-docs:pasted:20251124-164410.png}} | ||
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niota-docs/how_to_excel_upload.1763733141.txt.gz · Last modified: 2025/11/21 14:52 by admin