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Creating an Excel workbook template examples

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You can use Maximo® Data Loader to create an Excel worksheet template from an object structure in Maximo Civil Infrastructure.

About this task

You can export all of the attributes in a Maximo object structure, or you can export the attributes in any query template that was created for the object structure. For example, if you customize a Maximo Civil Infrastructure application and add new fields to a table, you can create a query template and then use Maximo Data Loader to create an Excel workbook template. The Excel workbook template contains the additional fields that you added to the application. You can then populate the additional fields in the Excel workbook and then use Maximo Data Loader to load the data, including for the additional fields, into Maximo Civil Infrastructure.

Procedure

  1. From the Maximo Data Loader Data menu, click Create Template.
  2. In the Object structure drop-down list, select the object structure that you want to create the template from.
    The drop-down list displays only object structures that are included in the data dictionary that is loaded. You can add more object structures to the maxloader.properties file.
  3. In the Query template drop-down list, select a template that exists for the object structure.

    The drop-down list contains a OBJECTSTRUCTURENAME template _OS template which contains all the attributes for the object structure that is selected. In addition, any query template that exists for the object structure is displayed. A query template contains specific attributes for the object structure.

  4. In the Workbook Name field, enter the name of the workbook template that you want to create.
    If the workbook exists in the workbook directory, Maximo Data Loader appends new worksheets to the existing workbook.
  5. Select the Create action.
    Repeat this step for each template that you want to export to the workbook template.

Results

For each template that you export, Maximo Data Loader creates one or more worksheets in the workbook. The worksheet template that is created contains the object name and the primary keys and attribute details for the objects in the object structure. Cell C1 of each worksheet is set to the query operation.

What to do next

You can use Maximo Data Loader with the worksheet template to query a Maximo Civil Infrastructure server and create a new worksheet that contains the returned data. You can then edit the data in the new worksheet, if required, and use Maximo Data Loader to import the data into the same or a different Maximo Civil Infrastructure instance.