Data can be imported into the Mavim Manager database using an Microsoft Excel file. This is done as follows:
1. Select the Modelling tab on the ribbon
2. Now select Import > Excel
3. You will now be presented with the following screen:
4. Here you will need to make a choice between creating a new import (Import a table from an Excel database) or updating a previous import (Update previous import)
Import a table from an Excel database:
1. Click the button with the ellipsis to select the Excel file you want to import:
2. Once the Excel file is selected, click the Next button
3. You will now be able to select which sheet from the Excel file is to be used for the import:
4. With the correct sheet selected, click Next
5. You can now select which columns are to be included in the import:
6. Use the arrow buttons to move the columns as needed and click Next
7. The following screen allows you to select which columns are to be used for the topic name and topic description:
8. Note that if you want to select which column is to be used for the description and parent ID, you will first need to enable the checkbox next to the drop down menus as indicated in the screenshot above
9. Each of the column values will also be added as a field to the topics that will be created from the import. Using the lower section of the screen you can define the order of the fields:
Simply select the column and use the arrow buttons to adjust the order
10. Once these options have been set, click Next
11. Now you need to select the location in the tree where the imported topics will be placed:
12. You can also set the name of the topic under which the topics will be placed
13. Click Import to complete the process
Topics will be created under the selected topic including all descriptions and fields.
Update previous import:
If you have already imported data from an Excel file and you would like to update the data in the Mavim Database because the Excel file has been updated, you can select to update a previous import as follows:
1. Select the Modelling tab on the ribbon
2. Now select Import > Excel
3. You will now be presented with the following screen:
4. Select Update previous import and click Next
5. Now you will be shown a screen where you can select any previous import you have done:
6. Select the table name of the previous import. Note that the file path will be shown so you can check that you are indeed importing from the correct file.
7. Click Next
8. You can adjust columns to be imported if needed. Note that removing columns from the selection will also remove the previously created fields that were created for those columns!
9. If you are happy with the column selection, click Next to continue
10. Your selections for the Topic name and Topic description should still be intact. You can once again change the order of the fields if necessary:
11. Click Next to continue
12. You will need to make a decision for the items that will be removed:
You can move them to the recycle bin in Mavim Manager, remove them permanently or even keep them in the database.
13. Make your selection and click Import
This will update your previous import with any new or removed information in the Excel file.
