Updating elements

You can update elements using Excel when you have previously exported the elements and made changes in the Excel file. You can update the elements in Focal Point according to these changes. The Excel 2007 file format is not supported. Files saved in Excel 2007 file format must be saved in Excel 2003 format before importing. The export or import for the Link, Link List and Matrix attribute types differs from other attribute types.

About this task

To update elements:

Procedure

  1. Click Display and select a view.
  2. Select Table structure. You can only update the attributes that are editable in the Display view.
  3. Click Update Elements.
  4. In the Update frame, click Browse to select an Excel file. Select the worksheet that contains the elements and their attributes.
  5. In the Matrix setup, select Each ROW, if each row in the worksheet contains the attributes of an element. Select Each COLUMN, if each column in the worksheet contains the attributes of an element. It is optional to include the attribute names in the worksheet.
  6. Select Allow import to Matrix attributes to include any matrix attributes in your update.
  7. Click OK to open the next frame.
  8. Select the information to update. To increase performance, large files are updated in chunks. Select Fetch size from Maximum number of rows per page if applicable. The page index is updated accordingly.
  9. Select which attribute in Focal Point to use as identifier in the top choice field. This field shows all attributes displayed in the view, both readable and editable attributes.
  10. Select which attributes to use for the columns. If the first row or column of the Excel sheet contains attribute names, the attributes are automatically selected.
  11. Select the check boxes of the elements to update. You can double click the value to edit the value of a cell and click Save before updating the value.
  12. Click Update.

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