Users who don't have the Data Migration Manager will have basic Import / Update and Export functionality, via the top ribbon menu as shown below.
Users will be able to bulk import or edit Locations and Wells. Users will also be able to bulk edit certain columns related to Laboratory or Field Portal loaded Chemistry Samples (such as the Sample Location). Functionality for import of historical data from Excel requires the Data Migration Manager.
Data can be entered or pasted directly into a worksheet in the browser, or blank Excel Import Templates can be downloaded, populated, then uploaded.
If selecting Locations or Wells the user will see a blank worksheet they can enter or paste data into. The example below shows an import worksheet for Locations, with pasted data.
Drop-Downs are available to validate the data.
Alternatively, an empty Excel workbook can be generated using the Download Empty button. The Excel Workbook can then be populated and then uploaded via the "Populated Import Template" option on the initial form.
To import data the user will need to specify a Project for which they have Add Permissions. If the user is looking to update/overwrite existing data they will need to specifiy a project for which they have Edit permission.
|Add||Add new records. Rows will only be processed if the record does not already exist.|
|Overwrite||Overwrite existing records. Rows will only be processed if the record already exists. |
Any existing data for the row will be overwritten, including with null values (meaning a value in the database will be overridden, potentially by an empty value).
|Update||Update existing records. Rows will only be processed if the record already exists. |
Existing data for the row will be updated where a cell has a value. Empty cells will be ignored (meaning any existing data in the corresponding field already in ESdat will remain unchanged).
|Add/Update||Add/Update existing records. Rows will be processed as an Update if the record already exists, else will be Added. The Update executes as described above.|
Prior to importing the data into ESdat, you may choose to validate the data in your form. This will validate your data against the existing data in ESdat and provide any error messages based on your selected import option.
The validation checks for the following:
If any of these checks fail a count of all the import errors are displayed to the user and highlighted on a per row basis as in the example below:
Successfully validated data will be imported, while rows with errors will be flagged and not imported. Once you have resolved any Validation issues, click the Import button to import the data into ESdat.
Users will be able to bulk edit Locations and Wells and Chemistry Samples.
Filters will vary depending on the template you select.
Greyed out fields reflect the unique keys for the data and cannot be edited. All other (white) fields can be modified by either typing your value, using the drop-down lists, or filling down.
Successfully updated rows will show a green check in the far left column.