Configuring bulk load spreadsheets - Data360_Govern - Latest

Before you begin

• Perform and verify an upload of a subset of your data, or even a single row, to reduce errors in your bulk upload before attempting to upload the complete data set.
• You can download a spreadsheet containing the expected columns to help ensure your spreadsheet is correctly formatted. The downloaded spreadsheet contains the correct formatting for various field types. For example, a column that corresponds to a single-select list field is formatted in the Excel file as a drop-down list. The list is validated against a set of values that correspond to the available list items. For information about downloading a spreadsheet, see Bulk loading business terms.

Bulk loading child assets

If you are bulk loading child assets you need to make sure that the column in your spreadsheet that defines the parent asset includes both the name and the UID of the parent asset. When you download the required spreadsheet template this information is automatically included.

The required format is parent name [uid].

Field types

Some field types require specific formatting in your bulk upload spreadsheet, as follows:

Date

Format: <Date>.

Example: 2019-05-28

Date With Time

Format: <Date>T<Time>.

Example: 2019-05-28T11:16:31

JSON

To bulk upload content to a JSON field, make sure your column contains valid JSON.

For example:

{
    "name":"John Smith",
    "age":"55",
    "registered":true
}

The JSON could also be displayed without line breaks:

{"name":"John Smith","age":"55","registered":"yes"}

Your JSON must be formatted as follows:

• The JSON must be contained by opening and closing braces: {...}
• The JSON must consist of key-value pairs. In the above example, "name" is a key, and "John Smith" is a value. A value will typically be a string, number, or Boolean data type. More complex JSON could include values that contain objects or arrays. For some examples of complex JSON formatting, see JSON Examples.
• Keys and values of data type "string" must be surrounded by double-quote characters. You do not need to use double-quote characters for Number and Boolean values.

Link

Use the following format to bulk upload content to a Link field:

LINK  NAME  |  LINK URL

For example:

Example URL  |  http://example.com

List

For fields with a field type of List where Allow Multiple Items? is set to False, select the value from the drop-down list.

For fields where Allow Multiple Items? is set to True, enter the values as a comma-delimited text string. Make sure there is no space between the comma and the following list item, for example list item 1,list item 2,list item 3.

You can download a spreadsheet containing the expected columns to help ensure your List column contains valid values. A single-select List field is formatted in the Excel file as a drop-down list, which is validated against a set of values that correspond to the available list items. However, the values must be entered for multi-select lists, as described previously. For information about downloading a template spreadsheet, see Bulk loading business terms.

Tag

When loading assets of an asset type that has a Tag field, the bulk load spreadsheet includes a column for the Tag field type and a Tag Action column. In the Tag field type column, specify one or more tags that you want to load in a pipe delimited list, for example Tag1|Tag2|Tag3. In the Tag Action column, specify either Append to add new tags, or Replace to replace the existing tags. The Tag Action column is optional and if not populated the bulk load will Append any specified tags.

Spreadsheet example:

Append examples

In the following examples, the Tag Action column is set to Append (or is left blank, and in this case the default Append action is applied).

Load one or more tags to an asset item that does not currently have any tags:

Load one or more tags to an asset item that already has one or more tags:

Load one or more tags to an asset item that already has a tag with the same name:

Do not load any new tags to an asset item that already has one or more tags:

Replace examples

In the following examples, the Tag Action column is set to Replace.

Load one or more tags to an asset item that does not currently have any tags:

Load one or more tags to an asset item that already has one or more tags:

Load one or more tags to an asset item that already has a tag with the same name:

Do not load any new tags to an asset item that already has one or more tags: