Multiple Methods for General Excel Import

Version

Application Scenario

Note:

General Excel import is suitable for simple Excel file import scenarios, while Excel mark import combines manual marking and intelligent recognition to import Excel data. The latter integrates all existing Excel import logics and methods, enabling smarter operations, more powerful functions, and richer application scenarios. Therefore, the Excel Mark Import plugin is advised to be used preferentially.

You need to import Excel files in multiple methods based on different business requirements.

For example, during data entry, you need to overwrite data at the same location, clear all data on the page, or append data by adding rows at the end of the existing data on the page, as shown in the following figure.

For example, you need to import certain rows and columns from an Excel file, as shown in the following figure.

Function Logic

Function Entry

1. Choose Template > Web Attribute on the menu bar, click Data Entry Setting, select Set for This Template Separately from the drop-down list of Following Settings, and double-click Custom Excel Row/Column Import, Multiple Import [Excel], Overwrite Import, Clear Import, and Incremental Import to add them to the toolbar, as shown in the following figure.

2. Save the report and click Data Entry Preview to enter the data entry page. The Custom Excel Row/Column Import, Multiple Import [Excel], Overwrite Import, Clear Import, and Incremental Import buttons are displayed on the toolbar, as shown in the following figure.

Overwrite Import, Clear Import, and Incremental Import

1. Overwrite Import

When you import an Excel file to the report, the data at the same locations on the data entry page will be overwritten.

If the number of rows on the data entry page excess that in the Excel file, the additional rows on the page will be retained after the Excel import.

2. Clear Import

When you import an Excel file to the report, the data will be imported after the existing data on the data entry page is cleared.

Note:

Only the existing data on the data entry page will be cleared. The data in the corresponding database table will not be cleared. If you want to clear data in the database table, see Database Table Clearance Before Excel Import.

3. Incremental Import

When you import an Excel file to the report, the imported data will be added below the last row of the existing data on the data entry page.

If the page is initialized with no data and only one blank row, this blank row will be retained after the Excel import.

Custom Excel Row/Column Import

1. Click Custom Excel Row/Column Import, and select the Excel file to be imported. The following setting box will pop up.

2. Click Edit Import Sheet. You can select the sheet(s) to be imported as needed, and the unselected sheet(s) will not be imported, as shown in the following figure.

3. The following table explains the setting items in detail.

Setting Item	Description
Current Sheet	You can configure different import settings for each sheet. Note: This does not mean that you can select a specified sheet freely for data import. In scenarios with multiple sheets to be imported, the number and order of sheets in the Excel file should be the same as those in the template for a complete import.
Title Row	You can specify which rows are title rows in the Excel file. Title rows will not be imported. This item is required. If no title rows exist in the Excel file, enter 0 into the input boxes respectively. Note: If you enter 0 into the input boxes respectively for Title Row, the import will follow the logic of general Excel import. Otherwise, the import will follow the cell position matching logic.
Data Row	This is an optional item. If the item is left blank, all data except the title row(s) will be imported by default. If only the starting row number is filled in, all data from that row onwards will be imported. If only the ending row number is filled in, all data in that row and above will be imported. Note: If this item is left blank, the import will follow the logic of general Excel import. Otherwise, the import will follow the cell position matching logic.
Data Column	You can set whether to import a certain data column or not.

Multiple Import [Excel]

Multiple Excel [Excel] includes Overwrite Import, Clear Import, Incremental Import, and Custom Excel Row/Column Import.

Template Creation

Choose File > New General Report on the menu bar to create a general report, as shown in the following figure.

Report Design

1. Enter text respectively from cell A1 to J1, and add corresponding text widgets from cell A2 to J2 respectively.

2. Set Expansion Direction to Vertical for cell A2 and design the report style as shown in the following figure.

Note:

Whether the cells where data is to be imported contain data fields or not, the cells need to be set to be expansible. Additionally, for cells that contain data fields, you need to set Data Setting to List.

Import Button Adding

1. Choose Template > Web Attribute on the menu bar, click Data Entry Setting, and select Set for This Template Separately from the drop-down list of Following Settings.

2. Double-click Overwrite Import, Clear Import, and Incremental Import to add them to the toolbar.

Effect Display

Note:

1. The function is not supported on mobile terminals.

2. In this example, Data Entry Attribute is not configured in the report. If you need to submit the imported data to a database, you need to configure Data Entry Attribute.

Save the report, click Data Entry Preview, click Overwrite Import, Clear Import, and Incremental Import buttons respectively to import Excel files. The following figure shows the effect.

Template Creation

The operations are the same as those in section "Template Creation" of chapter “Example One: Overwrite Import, Clear Import, and Incremental Import.”

Report Design

1. Enter text respectively from cell A1 to G1, and add corresponding text widgets from cell A2 to G2 respectively in sheet1 of the report.

2. Set Expansion Direction to Vertical for cell A2 and design the report style as shown in the following figure.

Note:

Whether the cells where data is to be imported contain data fields or not, the cells need to be set to be expansible. Additionally, for cells that contain data fields, you need to set Data Setting to List.

3. Click the xxx icon next to sheet1 at the bottom to add a sheet sheet2, as shown in the following figure.

4. Enter text respectively from cell A1 to G1, and add corresponding text widgets from cell A2 to G2 respectively in sheet2 of the report.

5. Set Expansion Direction to Vertical for cell A2 and design the report style as shown in the following figure.

Note:

Whether the cells where data is to be imported contain data fields or not, the cells need to be set to be expansible. Additionally, for cells that contain data fields, you need to set Data Setting to List.

Import Button Adding

1. Choose Template > Web Attribute on the menu bar, click Data Entry Setting, and select Set for This Template Separately from the drop-down list of Following Settings.

2. Double-click Custom Excel Row/Column Import to add the button to the toolbar, as shown in the following figure.

Effect Display

Note:

1. The function is not supported on mobile terminals.

2. In this example, Data Entry Attribute is not configured in the report. If you need to submit the imported data to a database, you need to configure Data Entry Attribute.

Save the report and click Data Entry Preview. Click the Custom Excel Row/Column Import button on the toolbar, select the downloaded Excel file, and click Open. The following figure shows the effect.

For details, you can download the template and Excel files in example one Example 1.zip.

For details, you can download the template and the Excel file in example two Example 2.zip.