I. Overview
The report supports importing data from excel directly into the data entry page, as shown in the figure below. How to match the data when importing? What are the import methods? This article will give a brief introduction.
II. Import logic
Import logic refers to the matching of data and data entry cells in Excel to ensure that the data can correspond to the correct position after excel imports the template. There are three kinds of import logic, as shown in the following table:
| Import logic | Logical concept |
|---|---|
| Match by title | The title in the template is matched with the title in Excel one by one. If the name is the same, the data under the title will be imported into the template. If the title is different or does not exist, it will not be imported Note: according to the title matching, the title of two or more columns must be exactly the same before the matching is successful |
| Match by location | If the cells in excel template need to import data start from the row and column, then the data in Excel will be imported from the row and column, which has nothing to do with the title name, but only with the location. |
| Bidirectional import | The title row or column is obtained from the cell extension, and the cell used to import data is also extensible. In this case, you need to turn on bidirectional import Note: after bidirection import is enabled, the import logic is to match by title first, if the title matching fails, then match by location |
The import logic used in various common reports is as follows:
| Report type | Import logic |
|---|---|
| Line report with fixed number of lines | only matches by location |
| Line report with expandable number of lines | Priority is given to Title matching. If Title Matching fails (all columns have different titles or only one column has the same title), position matching is enabled |
| Line report with expendable header and number of lines | bi-directional import must be enabled, and title matching is preferred. If Title Matching fails (all column titles are different or only one column title is the same), position matching is enabled |
| Grouping Report | Group reports prefer to use Title matching. If Title Matching fails (all columns have different titles or only one column has the same title), position matching is enabled |
| Free report | only matches by location |
III. Import method
When importing excel in the actual filling scenario, there are various requirements in the import mode, such as batch import, multiple import, etc. These requirements can be realized through other import buttons or plug-ins. The details are as follows:
| Import Mode | Implementation Method |
|---|---|
Copy and Paste Excel data to data entry cell | Copy and paste Excel data to data entry page |
| Customize the number of rows and columns imported into Excel | Define which rows and columns of Excel data to import into the data entry page |
| Import excel multiple times in new data entry preview | Import multiple excel with the same table samples into the data entry page in batches, and then submit them at one time |
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