Troubleshooting Create from Excel - Revision history

Philip Lacey: /* Cleaning data with Notepad */

2018-02-13T13:29:41Z

‎Cleaning data with Notepad

Philip Lacey: /* Overview */

2018-02-13T13:28:29Z

‎Overview

Philip Lacey: /* Overview */

2018-02-13T13:27:56Z

‎Overview

Philip Lacey: Created page with "= Overview = When creating a form in bxp from an Excel spreadsheet it is possible to bump into a few challenges. There are some limitations to the process which are known..."

2018-02-13T13:25:38Z

Created page with "= Overview = When creating a form in bxp from an Excel spreadsheet it is possible to bump into a few challenges. There are some limitations to the process which are known..."

New page

= Overview =

When creating a form in bxp from an Excel spreadsheet it is possible to bump into a few challenges.

There are some limitations to the process which are known and here they are with their corrections.

{| class="wikitable"
! Issue
! Solution
|-
| * Make sure the data is not formulas || Export to Notepad and drop back in (see below)
|-
| * Fractions and high precision values will cause the field mapping name not to work on creation || Wipe the data from the columns, create the form, wipe just the data loaded, reimport the full data
|-
| * There is a field length limit of 64 characters || Shorten the column names
|-
| * Column names cannot contain the full stop character (Microsoft reserved character) || Remove the character or replace with a minus character
|-
| * Column names cannot contain the [ or ] character (Microsoft reserved character) || Remove the [ Character and replace the ] character with space minus space
|-
| * Duplicate column names must be removed / managed before creation || Make the column names unique
|-
| * Percentage data, e.g.100%, will be loaded as a decimal, i.e. 100% = 1 and 56.25% = 0.5625 || If you want the value, drop the data into notepad, remove the % symbol and reload
|-
| * If you have a data sample ensure there is 21 or greater examples as if <20 different values, the question gets turned into a drop down list || Make sure you have enough of a sample data size with varying values where you do not want a drop down list otherwise there is a lot of form tidying.
|}

= Cleaning data with Notepad =

← Older revision		Revision as of 13:29, 13 February 2018
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	= Cleaning data with Notepad =		= Cleaning data with Notepad =
		+
		+
		+	Here is a good article which goes through working with Notepad [[Create_Form_using_just_headings_from_Excel]]

@@ Line 14: / Line 14: @@
 |-
 | Data doesn't load || Make sure the data is not formulas ||  Export to Notepad and drop back in (see below)
 |-
 | Field naming doesn't work || Fractions and high precision values will cause the field mapping name not to work on creation || Wipe the data from the columns, create the form, wipe just the data loaded, reimport the full data
 |-
 | Field naming doesn't work || Column names cannot contain  the full stop character  (Microsoft reserved character) || Remove the character or replace with a minus character
@@ Line 24: / Line 26: @@
 |-
 | Field mapping doesn't match || Duplicate column names must be removed / managed before creation || Make the column names unique
 |-
 | All fields creating as drop down lists || If you have a data sample ensure there is 21 or greater examples as if <20 different values, the question gets turned into a drop down list || Make sure you have enough of a sample data size with varying values where you do not want a drop down list otherwise there is a lot of form tidying.

@@ Line 10: / Line 10: @@
 {| class="wikitable"
 ! Issue
 ! Solution
 |-
-| * Make sure the data is not formulas ||  Export to Notepad and drop back in (see below)
+| Data doesn't load || Make sure the data is not formulas ||  Export to Notepad and drop back in (see below)
 |-
-| * Fractions and high precision values will cause the field mapping name not to work on creation || Wipe the data from the columns, create the form, wipe just the data loaded, reimport the full data
+| Field naming doesn't work || Fractions and high precision values will cause the field mapping name not to work on creation || Wipe the data from the columns, create the form, wipe just the data loaded, reimport the full data
 |-
-| * There is a field length limit of 64 characters || Shorten the column names
+| Data doesn't load || There is a field length limit of 64 characters || Shorten the column names
 |-
-| * Column names cannot contain  the full stop character  (Microsoft reserved character) || Remove the character or replace with a minus character
+| Field naming doesn't work || Column names cannot contain  the full stop character  (Microsoft reserved character) || Remove the character or replace with a minus character
 |-
-| * Column names cannot contain the [ or ] character (Microsoft reserved character) || Remove the [ Character and replace the ] character with space minus space
+| Field naming doesn't work || Column names cannot contain the [ or ] character (Microsoft reserved character) || Remove the [ Character and replace the ] character with space minus space
 |-
-| * Duplicate column names must be removed / managed before creation || Make the column names unique
+| Field mapping doesn't match || Duplicate column names must be removed / managed before creation || Make the column names unique
 |-
-| * Percentage data, e.g.100%, will be loaded as a decimal, i.e. 100% = 1 and 56.25% = 0.5625 || If you want the value, drop the data into notepad, remove the % symbol and reload
+| Data doesn't load properly || Percentage data, e.g.100%, will be loaded as a decimal, i.e. 100% = 1 and 56.25% = 0.5625 || If you want the value, drop the data into notepad, remove the % symbol and reload
 |-
-| * If you have a data sample ensure there is 21 or greater examples as if <20 different values, the question gets turned into a drop down list || Make sure you have enough of a sample data size with varying values where you do not want a drop down list otherwise there is a lot of form tidying.
+| All fields creating as drop down lists || If you have a data sample ensure there is 21 or greater examples as if <20 different values, the question gets turned into a drop down list || Make sure you have enough of a sample data size with varying values where you do not want a drop down list otherwise there is a lot of form tidying.
 |}
 = Cleaning data with Notepad =