Import / export Excel tables

Importing and exporting classification tables in the form of Microsoft Excel files is a great way to speed up the creation of classification systems.

This section explains step-by-step how to import a table. It then details how to set up a table in Excel as per Agacad Classification System’s coding principles in order to ensure proper results when importing. And finally, it explains how to easily export tables.

Download a sample Excel file >>

How to import a table?

To begin, go to the “MS Excel” screen in the classification system where you want to add a table and click the "Import" button.

  • Now click "Browse" and find the correct Excel file on your computer.

  • Then click the "Import" button:

  1. Now specify which sheet in the Excel file has the table to be imported. In this example, we want to import the worksheet named “Table 1”.

  2. Then click the "Proceed" button.

To properly map the columns in the Excel worksheet, each one’s field type must be specified. Classification System has five field types:

In the example shown, the Excel table includes:

  1. Column A, “Full code”, with the full class code.

  2. Column B, “Class”, with the 1st level classification code.

  3. Column C, “Sub-Class”, with the 2nd level classification code.

  4. Column D, “Sub-Sub-Class”, with the 3rd level classification code.

  5. Column E, “Title”, with the item’s name.

  6. Column F, “Synonyms”, with the keywords.

  7. Column G, “Description”, with the item’s description.

You need to specify the field type for each Excel column. In the example, the field types for mapping would be as follows:

  1. Finally, specify the row number where your classification data starts in the Excel worksheet.

  2. And click "Proceed" to finish importing.

Program will confirm that the table has been imported successfully.

If you get errors or the structure of your classification is incorrect, check your Excel table to make sure it complies with Agacad Classification System’s coding principles. If the table’s structure is wrong, you may get duplicated tree names or some items may be left out on the system.

How to set up a table in Excel (coding principles)?

Download a sample Excel file >>

To create a hierarchical structure, program reads classification codes from the left to the right, as shown in the figure below. That is the first coding principle.

The second principle is that for each item in the table, there must be a corresponding parent code.

For the example shown, the final result should look like this:

How to export classification table to an Excel file?

  1. In the relevant classification system, select the table you want to export in the left side navigation menu.

  2. Then simply click the "Export" button to export the table to a Microsoft Excel file.

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