Import a spreadsheet

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
  • Upload a Microsoft Excel spreadsheet and use it to create your application data model.

    Before you begin

    Check that the spreadsheet meets the following requirements:
    • Formatted with horizontal columns and a header label for each
    • Saved as an XLSX file type
    Note:
    The Excel spreadsheet you upload can have multiple worksheet tabs, each of which you might use to create a data table. If multiple worksheets are present, you will be prompted to select which worksheet tab to create the table from after you upload the file.

    Role required: admin, sn_app_eng_studio.user or delegated developer permissions. For more information, see Delegate developers using AES.

    Procedure

    1. Navigate to All > App Engine > App Engine Studio.
    2. From the My Apps page, open your application.
    3. Next to the Data heading, select the Add icon (Add icon).
    4. Select Import a spreadsheet, and then select Continue.
    5. Upload your spreadsheet and then select Continue.

      You can drag the spreadsheet file onto App Engine Studio or browse your computer.

    6. You will be presented with one of the following paths:
      • If your spreadsheet only has a single worksheet tab, proceed to the next step.
      • If the spreadsheet has multiple worksheet tabs, you will have a list of sheets to choose from. From this list of sheets, you can select which worksheet tab to add as a table to your application first.
      1. In the Enter a row number for the table header field, enter the row number in which the sheet column headers are located.
        For example, if the headers are in the second row, enter 2.
      2. Optional: To upload the information below the column headers in the sheet (e.g., the data in your spreadsheet), select the Import spreadsheet data option.
        To upload only the column headers, leave the check box cleared. You may want to upload only the headers if you intend to use this table as a template and don't want any of the other data added to your AES table.
    7. Make one of the following selections.
      • If you have uploaded an Excel file with multiple worksheet tabs, select Convert to table to proceed with converting the selected worksheet tab to a table, and then proceed to next step.
      • If you have uploaded an Excel file with a single worksheet tab, select Continue.
      Options display for where to import your file into.
    8. Based on what you would like to do with your spreadsheet data, navigate to one of the following procedures to continue.
      OptionDescription
      Create a new table directly from the spreadsheet import Refer to Create new table from spreadsheet import for next steps.
      Create a new table by extending an existing table, and then using the spreadsheet import to update it Refer to Create new table from extensible table and spreadsheet import for next steps.
      Use spreadsheet import to update an existing application table Refer to Modify existing table using spreadsheet import for next steps.