Table Upload component

Simple configuration

To use the simple configuration option, do the following:

1. Add a Table Upload component to your report.
2. Click the Config button on the table upload component.
3. Drag uploaded tables into the list as shown in the following example.

4. 

   Note: If you choose the Enforce Errors option, this will run validation on the table. If validation errors are encountered, they will be displayed when you attempt upload. Validation errors including things like missing columns, columns with incorrect headers, etc.).
5. Click Apply to save the component configuration.
6. On the ribbon, click the Save button to save the report.

This will result in end users with access to the report being able to select the tables and update them.

See the User interaction section later in this topic for details on what the user experience is like.

Advanced configuration

The purpose of the advanced configuration option is to support more granular control over which tables individual users or groups can update without having to make multiple reports.

To use the advanced configuration option, do the following:

1. Create an editable table with the following columns:
   1. Table
   2. Role
   3. User
2. For the purposes of this example, we will call the editable table “Table Access”.
3. Populate the columns with data to specify the user or role that should have access to update a given table. Here is an example:

   Table	Role	User
   Acme Contracts	Power User
   Acme General Ledger		bob@acme.com
   Acme General Ledger		sally@acme.com
   Acme IT Org Mapping		bob@acme.com
   Acme IT Org Mapping		roxanne@acme.com

   Given the example table above, and knowing that Sally is also a Power User the tables each user will see in the drop down of the Table Upload component are as follows:

   • bob@acme.com will see Acme General Ledger and Acme IT Org Mapping.
   • sally@acme.com will see Acme Contracts (by virtue of her being in the Power User group) and Acme General Ledger.
   • roxanne@acme.com will only see the Acme General Ledger.
4. Add the Table Upload component to your report.
5. On the table upload component, click the Config button.
6. Toggle the Configuration Type to Advanced.
7. In the Table: field add the name of your editable table (“Table Access” in our example, and optionally specify matching for Roles and Users:

8. 

   Note: If you choose the Enforce Errors option, this will run validation on the table. If validation errors are encountered, they will be displayed when you attempt upload. Validation errors including things like missing columns, columns with incorrect headers, etc.).
9. Click Apply to save the component configuration.
10. On the ribbon, click the Save button to save the report.

This will result in end users with access to the report and access to the table as specified in the editable table described above being able to select the tables and update them.

See the User interaction section later in this topic for details on what the user experience is like.

User interaction

When a user with access to the report browses to the report, they will see the Upload Table component.

To use it, they would do the following:

1. Select one of the tables from the drop down.
2. Click the Edit button.

   This will result in the table being checked out. When the table is ready the page will refresh.

3. When uploading to a slot with existing data you will be presented with these options:

   

4. After making the desired edits click Save.
5. You will be presented with a Check In dialog. Include a message that describes the nature of the change and click Check In.

   

If you selected the Enforce Errors option during configuration and errors are detected, then an error badge with dropdown will appear.

In the following example a column was not present that was expected, a new column was added, and a column the system expected to be a numeric had label values:

Uploading data in editable tables

12.11.3 and later: The Upload button appears only for blank table and not for generated table. To see this button, enable the Enable/Disable Upload option in the Advanced Properties popup.

If you upload data to a checked out report, the upload popup cannot be closed. Due to this, the Upload and Save buttons will remain disabled and the uploaded file/data will not be saved. You can close the popup only by refreshing the table - right-click on the table area, and then select Update Data option.

However, when you upload data in a checked-in report, the upload popup has the close icon, and hence the upload can be canceled or successfully saved.

Uploading data via reports

Navigate to an editable table report and filter for the desired scope. <right-click> on the menu just outside the table and select Open in Excel.

Make the desired changes offline in Excel [Avoid Download ET feature or Excel export from nav bar (export not filtered)]

Upload the changes by selecting Upload ET and drag and drop or enter file name.

You can choose to either overwrite the existing data or to append the data. The Upload Now button will be disabled until an option is selected.

Select the Append option and the new entries will be merged along with the older previous entries. The Append option also works with the Data Validation - Table Upload integration functionality.

The uploaded file must be of the same config as that of the existing uploaded file. If the config does not match, a pop up will appear restricting them to change the ET data.

Append data upon upload

In an Editable Table report, right-click to select Properties > Advanced and then choose 'Append data upon upload' option.

Now, upload any file, to see the Upload Options popup.