Excel Loader User Documentation

Name | Excel Loader

Version | 1.1

ID | wex-excel-loader

Overview

Excel Loader allow fast loading of small data sets. It supports documents and content and will be expanded to support other types in the future.

Features

Flexible Excel import process that sends data to Windchill

Excel mapping

Loading of primary content and attachements

Loads different document subtypes

Loads document attributes

Allows mapping of Revisions

User Guide

Running the loader

The loader is available to all users from the Quick Link menu within Windchill:

The following interface appears:

To upload the file drop a .zip file into the window and if the upload is successful the following message will appear:

An example load file can be found here (this is compatible with a standard Windchill Demo setup)

Configuring a load file

The load file is a zip that must contain two excel files at the root level

import.xlsx - Contains the meta data of the documents to be created mapping.xlsx - Contains the mapping of the column headings to business data

Simple example import.xls

Example mapping.xlsx

Adding file content

The content must be contained within the same zip file and must be referenced by a relative path specified in the excel file

Revision mapping

When mapping revisions, the $NEXT key can be used to push to the next available revision, in the example above it will push Excel-Load-Test3 to F.

Errors

You cannot go back to previous revisions using this extension. If you try to go back to a previous revision using this extension it will show the following error:

If you have not specified the revision but the document already exists within Windchill it will show the following error:

You must provide a revision for a document already existing within Windchill.