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office:inventory:excel_import [2013/11/19 02:03] markphillips2 |
office:inventory:excel_import [2018/12/23 12:11] (current) |
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| + | ===== Best Practices ===== | ||
| + | === Barcodes=== | ||
| + | All items imported should have a barcode, this can be a self generated sequential number. To create uniqueness, join two fields together, one number and one set of letters unique to the spreadsheet.\\ | ||
| + | |||
| + | === Barcode Formating === | ||
| + | |||
| + | If you are importing barcodes, it's suggested you put a letter in front of them. This prevents excel or other spreadsheets form confusing the number with a scientific notation that incorrectly converts the number into something it's not.\\ | ||
| + | |||
| + | == Validation of Import == | ||
| + | |||
| + | If you want to validate the import, there are two things to watch out for. You want to validate the total items imported, and the sequential results of them. The second part is done this way:\\ | ||
| + | Setup one column with a sequential number. This way you can view your import sorted by this number. You will want to use a field such as class, subclass, or style or another field that is not used by your import.\\ | ||
| + | You can then preview the sort window using the Pivot Reporting under Office - Reporting - Pivot Reporting. Under the Advanced Tab, use a SQL statement like this one:\\ | ||
| + | <note tip>Select ProductName,BarcodeID,Class\\ | ||
| + | FROM tblProducts\\ | ||
| + | ORDER BY CAST(CLASS AS INT) \\</note> | ||
| + | This statement uses the class field as the sequential number and sorts by this number. You can use the results of the statement to verify the import. | ||
| + | |||
| + | == Identifying Different Import Sheets == | ||
| + | |||
| + | If you are importing multiple sheets, use a unique identifier in one of the import columns to help you organize your results. If you need to delete the import because it wasn't improperly done, using the unique identifier greatly helps this. Example of a unique identifier would be to use the 'Style' field and enter '**Sheet1** in for each row. You could then do a product search on **Sheet1** and pull up only those items in the results. | ||
| ===== How to Import ===== | ===== How to Import ===== | ||
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