1. Foundation Guide
  2. Importing Data from an External Spreadsheet to a Grid

Importing Data from an External Spreadsheet to a Grid

You can import data from an external spreadsheet into a grid in EnterpriseOne. The external grid must be in CSV or Excel format. EnterpriseOne enables you to choose a range of data by entering the beginning and ending row and column where the data resides in the spreadsheet.

(Release 9.2.5.4) To import records from an external spreadsheet into a grid in ActiveX mode in Internet Explorer set the value for Use ActiveX Controls as TRUE in the Web Runtime section in the Server Manager.

(Release 9.2.7.2) You can import records into a grid from an external spreadsheet that contains functions, formulas, and cell formatting. You can import your data values in the cells that are derived from formulas, functions, and cell formatting.

To import all records from an external spreadsheet into a grid in non-ActiveX mode set the value for Use ActiveX Controls as FALSE in the Web Runtime section in the Server Manager. To import all the records from an external spreadsheet into a grid in non-ActiveX mode along with the OLE functionality set the value for Use ActiveX Controls as OLEONLY in the Web Runtime section in the Server Manager. You can enable this option to import all records from an external spreadsheet into a grid in the Google Chrome, Edge Chromium, Firefox, Internet Explorer, and Safari browsers.

Access an application with a grid.

  1. From the Tools menu, choose Import.

  2. Click the Import from Excel or the Import From Comma Separated Values (CSV) option.

    If you choose the CSV option, the Excel file and Worksheet name options are hidden.

    If you select the option to Import from Excel the file extensions XLSX and XLS are supported. For the XLS file extension, you must use a version of Excel 97-2003 Workbook. You cannot use XML SpreadSheet 2003. Release 9.2.7.2 enables you to import records from the XLSM file extension.

  3. In the Excel file field, enter the location where the external spreadsheet from which you want to import data resides. You can also click the Browse button located beside the field and navigate to the file.

  4. In the Starting Cell fields, in the Col and Row fields, enter the coordinates of the first cell in the range of cells you want to import from the external file.

  5. In the Ending Cell fields, in the Col and Row fields, enter the coordinates of the last cell in the range of cells you want to import from the external file.

  6. Click one of the following options:

    • Insert (Import new rows at column A, row 0 of the grid): click this option if you want to add the rows you identified to the beginning of the grid. This option does not overwrite the existing data that resides in the grid; rather, it adds the rows to the existing data.

    • Paste: click this option if you want to overwrite the existing data that resides in the grid. With this option, you can paste the new rows anywhere in the existing grid. If you paste a range of data that exceeds the existing range of data in the grid, EnterpriseOne appends the new data after the last row of the grid data. These new rows are new, not overridden.

      If you choose Paste, the Select Paste Location in Grid fields become active. Enter the first cell location where you want to paste the data.

      You can click Reset to undo your changes and to return the initial data that was in the grid when you first entered the Import Assistant.

  7. Click Apply.