Guidelines for importing spreadsheet data
Before you try to import the questionnaire data from a Microsoft Excel spreadsheet into Third-party Risk Management tables, you must verify that its format meets particular guidelines.
Property settings that affect spreadsheet data
You can specify the following property settings:
- Text delimiter in spreadsheets [
sn_vdr_risk_asmt.excel_choice_delimiter] -
Character string that separates response text in questions of type ‘Choice’ and ‘Multiple Selection’.
Common delimiters: \r, \n, \t, \r\n, and the comma character.
- Maximum spreadsheet file size [
sn_vdr_risk_asmt.excel_file_max_size] - Maximum file size in MB that can be imported.
Supported columns
Required columns are marked with *. Column headings must appear in the first row of the spreadsheet.
- Serial number *
- Category *
- Question *
- Order *
- Data type *
- Description
- Scored
- Correct answer
- Scale definition
- Depends on
- Displayed when
- Min
- Max
- Weight
- Mandatory
- Allow additional information
- Allow not applicable
- All other columns of the Assessment Metric [asmt_metric] table
Supported question types
- Check box
- Yes/No
- Choice
- Attachment
- Date
- Date/Time
- Percentage
- String
- Multiple Selection
- Number
- Numeric Scale
Supported Excel formats
Requirements:
- Each file can have only one worksheet.
- You can separate multiple choices in a cell with line breaks (Alt/Option + Enter). Other options are available in System Properties.
- .xlsx
- .xls
- .xlm
- .xltx
- .xlt
- .xlw
- .xlsb
- .csv
Note:
You can review the formatting requirements and view or download a sample spreadsheet to use as an example. Referencing a sample file can help you ensure that you are using values in the expected format.