Difference between revisions of "Troubleshooting Create from Excel"

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(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...")
 
(→‎Cleaning data with Notepad)
 
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{| class="wikitable"
 
{| class="wikitable"
 
! Issue
 
! Issue
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! Cause
 
! Solution
 
! Solution
 
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|-
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| * Make sure the data is not formulas ||  Export to Notepad and drop back in (see below)
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| 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
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| Data doesn't load || There is a field length limit of 64 characters || Shorten the column names
 
|-
 
|-
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| * There is a field length limit of 64 characters || Shorten the column names
+
| 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
 
|-
 
|-
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| * 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 || 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
 
|-
 
|-
−
| * 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 full stop character (Microsoft reserved character) || Remove the character or replace with a minus character
 
|-
 
|-
−
| * Duplicate column names must be removed / managed before creation || Make the column names unique
+
| 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
 
|-
 
|-
−
| * 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
+
| Field mapping doesn't match || Duplicate column names must be removed / managed before creation || Make the column names unique
 
|-
 
|-
−
| * 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 =
  
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= Cleaning data with Notepad =
+
 
 +
Here is a good article which goes through working with Notepad [[Create_Form_using_just_headings_from_Excel]]

Latest revision as of 14:29, 13 February 2018

1 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.


Issue Cause Solution
Data doesn't load Make sure the data is not formulas Export to Notepad and drop back in (see below)
Data doesn't load There is a field length limit of 64 characters Shorten the column names
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
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
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
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.

2 Cleaning data with Notepad

Here is a good article which goes through working with Notepad Create_Form_using_just_headings_from_Excel

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