Can i copy/paste data from Excel into BOARD?

Previous Member

Hi,

would it be possible to copy data (or a set of cells/a range) from Excel directly into BOARD?

i need to feed some data from excel into a planning table and i am not sure this can be done.

Are there any logics to be considered?

 

Thanks

Sebastian Gurt

Hi - yes this is possible.

But as you are pasting from one layout (excel spreadsheet) to another (BOARD dataview) it is essential to make sure both spreadsheets have the same order of rows and columns. If you can ensures this you should be fine.

 

In some cases we implemented a solution where we provide an empty BOARD dataview as a template:

1. The user can export this layout to excel
2. The user can then use standard excel functions to link the excel values to the corresponding cells in the BOARD layout (e. g. vlookup based on codes by row)
3. This area can then be pasted to the BOARD dataview

This solution ensures a correct layout for the import.

 

Hope this helps.

 

Best regards

 

Sebastian

Previous Member

Hi BOARD community,

 

another hint how to copy&paste data from any spreadsheet into BOARD with a specific strucure, since my experience is that many excel power users do not know how to handle this.

 

As soon as you have pasted something in your clipboard, it is necessary to select a mnimum of two cells in the BOARD dataview to insert the data from your clipboard in the same (rows and columns) structure as was in your source.

 

BR

Tomi

Paul Wyatt

Hi, I know I'm quite late to your query so first, can I ask, is this still something you are looking at doing?  I have created a process to carry out this task as we have a user who is required to create property 'catalogues' where a list of property references (entity members between 5 to 400) is provided, in a specific order.  This list must be pasted from excel and into a dataview which, with a procedure, is then used as a valid selection to create a pdf 'catalogue' of properties (one each to a page and including photo, financial breakdown and lease details) in the given order.  I am presently considering a suite of tutorial videos to capture all of what I've learnt on BOARD over the last year and sharing them on this forum and I think this one could be a priority.

 

Let me know what you think. 

Sebastian Gurt

Hi Paul,

 

although the question was not posted by me I would be very interested in you solutions. I am looking forward to check them out in the Inspirations section.

 

BR

Sebastian

Paul Wyatt

Sebastian,

I will look at this in the near future. I need first to create a test capsule. Then I need to create a presentable process as the one currently deployed is very specific and I need to pull out the training objectives. However, I have wanted to do this particular one for a while and so I will look to getting it out before the end of the month, workload allowing. 

By the way, I realised you were not the OP after sending my reply so who is BOARD CUSTOMER @BOARD.COM? Is this a generic profile BOARD are using to present questions and content?

Unknown

BOARD Customer if you are copying from Excel into BOARD Client, you also need to do this in Play mode, not Edit mode (F4 toggle).  Hope this helps.