4.10.4 Data File Import

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4.10.4 Data File Import

For versions earlier than 14.50, see the previous Data File Import documentation.

Use the Data File Import window to import weight items into a ShipWeight project or export items and project data. The window has three main tabs: Excel Import, Advanced Import, and Export.

Excel Import

Use Excel Import for a standard import from an Excel workbook. Import Preview is where you load the worksheet, check the results, and run the import. Import Setting is where you edit and save column mappings.

Import Preview

The Import Preview tab has five areas. Work through them in the order shown below.

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1. Select the workbook, worksheet, and mapping

1. Click Browse and select the Excel workbook.

2. In Select sheet, choose the worksheet to import.

3. Set Number of header rows to the number of rows before the first data row. Select Stop at first empty row after data if ShipWeight should stop reading at the first blank row after the data begins, even when the worksheet contains data farther down.

4. Click Load Excel -> Import table to load the worksheet into the preview. Use Select mapping to choose a saved mapping, or click Suggest mapping to create a starting point. To adjust the mapping, open Import Setting.

2. Check the source preview

The source preview shows the worksheet as loaded. Mapped Excel columns appear in blue.

3. Set import and preview options

• Import items with invalid weight groups and place in temp assigns items with missing or invalid weight group IDs to the Temp weight group.

• Generate unique item numbers lets you import items when ItemNo is unmapped.

• Import units specifies the units used for weight and center-of-gravity (CoG) values in the workbook. If they match the destination project's units, select the option to use the project units.

• Preview table display units switches between the units used to store values in the database and the units shown in the Item window.

• Show rows filters the preview to show all rows, rows without errors, or rows with errors.

4. Review the import preview

The results preview shows how the current mapping and settings would affect the import.

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Review any errors before proceeding.

Cell color

Meaning

Light green

Valid value

Pink

Invalid value

Dark green

Calculated value

Red

Mandatory field is unmapped

Orange

Item already exists in the project database

Light yellow

Duplicate item in the Excel file

Sea green

Value retrieved from the project database

5. Choose how to handle duplicates and run the import

Use Duplicates to specify how ShipWeight handles duplicate items.

Option

Result

Ignore

Skip the duplicate and continue with the next row.

Halt

Treat a duplicate as an error and stop before importing any items.

Edit

Update the existing item with the imported values and retain its other values.

Replace

Replace the entire existing item with the item from Excel.

Under Import, select Playground to import into the Item Playground table or Item to import directly into the Item table. Select Log items to enable logging for the imported items. Click Import to start and use the progress bar to follow the operation. Click Close to close the window.

Import Setting

Use Import Setting to review a suggested mapping, edit a saved mapping, or save a mapping under a new name.

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Column

Purpose

Source field

The column header in the Excel worksheet.

ShipWeight/MassTrack field

The destination field or code that receives the values.

Field title

The display name of the destination field, shown for reference.

• Add or change a mapping. Use the drop-down arrow in a Source field cell to select an unmapped Excel column. Use the drop-down arrow in the corresponding destination cell to select the ShipWeight field or code.

• Remove a mapping row. Select the row marker at the left of the row and press Delete on the keyboard. DataFileImport_1450_image4

• Save a mapping. Select an existing mapping in Select mapping, or type a new name into the same field. Click Save.

• Delete a saved mapping. Select it in Select mapping and click Delete.

• Import an older mapping. Click Import .swi.xml file to load a mapping saved with a Data File Import version earlier than 14.500.

Advanced Import

Use Advanced Import when you need the specialized import options from Data File Import releases earlier than 14.500. See the help for those releases for instructions.

See the previous Data File Import documentation for Advanced Import instructions.

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Export

The Export tab contains Export Items, Export Project, and DDWS Export.

Export Items

Use Export Items to export weight items to an Excel workbook or a comma-separated values (CSV) file. The currently selected mapping determines which columns are exported. Review the mapping in the list before exporting.

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1. Click Directory to choose the destination folder and filename.

2. Select a file format. XLSX supports up to 1,048,576 rows per worksheet and XLS supports up to 65,536. CSV has no worksheet row limit.

3. For XLSX, you can create one worksheet per weight group, show negative weights in red, add calculated weight columns, and show calculated values in blue. Use Name of calculated weight column to set the header for the calculated weight column.

4. To transform the exported CoG coordinates, select the option to apply the current import transformation settings. To export only selected items, select Filter and enter a SQL condition, such as WgtGrp LIKE '1%'.

5. Click Export and use the progress bar to follow the operation.

Export Project

Use Export Project to export all project information to a generic XML file.

1.  Click Directory and choose the destination folder and filename. Use the .xml extension.

2. Click Export Project to XML to create the file.

DDWS Export

DDWS Export is a specialized export for the Digital DeadWeight Survey (DDWS) NSRP development project. Contact ShipWeight Support at support@shipweight.com for more information.