Interacting with a Smart Import Object
  • 13 Jun 2024
  • 3 Minutes to read
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Interacting with a Smart Import Object

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Article summary

The Smart Import Object offers an Excel-like user experience both in Design and in Play mode, providing the following interactive features:

  • Data entry

  • Formulas and functions for calculations

  • File upload

  • Other features in the contextual menu (sliding toolbar)

Data entry

To perform data entry, you can select a cell or a range of cells and paste data in the selection. You can also enter data manually, either by double clicking on a cell and typing the desired value or by selecting a single cell and typing data.

Currently, data entry actions made via the Smart Import Object are not logged into the DataEntry log file.

Formulas and functions

The Object also supports formulas and functions to make complex and useful calculations before loading the data Cubes/Entities: formulas and functions always begin with the equal sign "=" and are built using the same syntax and operators used in Microsoft Excel.

contents/assets/images/assets/images/smi-func.png
To enter a formula that contains a function, type the equal sign and then enter a function, for example "=SUM". After the function, type an open parenthesis, enter/select a range of cells, and type a closed parenthesis. For example, the function "=SUM(A1:A12)" will return the total obtained by adding all values in the selected cell range.

After you have entered the desired values and formulas, press " contents/assets/images/checkmark.png Save" in the Object contextual menu (sliding toolbar) to actually save the values in the Cube.

If global validation rules and/or custom validation rules are not met, the data loading process stops and an error dialog box and/or the error column will display the necessary explanatory messages.

If global validation rules and/or custom validation rules are met, the external data is saved in the target Data model as per the defined mapping and the table is cleared.

Empty rows and columns are not considered during the data loading process.

File upload

The file upload feature allows you to load data by uploading a .xlsx file. This is particularly useful when your dataset exceeds the maximum value of rows (10,000) and columns (200) available in the Object itself, as the feature allows you to upload a .xlsx file with no limitations on rows and columns. You can also download an empty Excel template file from the Object by clicking on the download template iconcontents/assets/images/download.file.png, and then fill in the desired data and upload it back to quickly enter data in bulk.

To upload a .xlsx data file, click on the file upload iconcontents/assets/images/upload.file.png from the Object contextual menu (sliding toolbar) and drag/choose the desired file from your machine.

If global validation rules and/or custom validation rules are not met, the data loading process stops and an error dialog box will display the necessary explanatory messages.

If global validation rules and/or custom validation rules are met, the loaded data is saved in the target Data model as per the defined mapping.

Empty rows and columns are not considered during the data loading process.
Only the active tab of the uploaded worksheet is considered during the data loading process.

The Contextual menu (sliding toolbar)

When you hover over the Object, the contextual menu icon (contents/assets/images/contextual.menu.3dots.png) appears in the top left corner. Click on it to reveal the contextual menu as a sliding toolbar. You can fully expand it by clicking on the downward facing 3 vertical dots on the right ( contents/assets/images/object.menu.3dots.png ).

If the "Always visible" setting is enabled from the Object toolbar settings in Design mode, all icons described below will be displayed above the Object in the contextual menu.

contents/assets/images/always.visible.toolbar.setting.png

The contextual menu includes the following icons by default (unless otherwise configured):

  • Save Data entry . Saves manually entered values

  • Clear content contents/assets/images/clear.paintbrush.icon.PNG. Clears manually entered values in the table

  • Configure mapping contents/assets/images/panel.collapse.png. Opens the mapping configuration pop-up window (available only in Design mode)

  • Download template file contents/assets/images/download.file.png. Downloads an empty Excel template file based on the Object table

  • Upload file contents/assets/images/upload.file.png. Opens the file upload dialog

  • Annotation contents/assets/images/annotation-1.png. Displays any comment attached to the Object (if any). Depending on the comment configuration, the icon displayed can be a balloon icon, a question mark icon or an alert icon


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