The Data Edit Spreadsheet Activity is useful for editing multiple Items at the same time.
It also has the ability to export different Items and their properties to CSV; allowing users to change fields in a Spreadsheet application and re-import them back into the Sigma database.
**Click here for a pre recorded training session for additional help and guidance - Editing Data in Bulk which includes how to export Sites, Meter etc and how to update data and change Contract and Account numbers
You can only pick one type of Item to be edited at a time.
For example, you could choose a selection of Sites to view/edit. The information displayed could be the Site name, address, Post Code, Site ID etc
The popup has 3 tabs:
Complete as follows:
or
or
Site Fields example Meter Fields example
Periodic Channel Fields example Account Fields example
The Properties tab allows you to output any Property Keys associated with that Item.
The References tab allows you to output additional database objects (such as parent items) however, these are not editable.
Site Example Meter Example
Note: You will have the option to include Commodity when you are editing the Account, Meter, Periodic or Non Periodic Channel
When you have completed all three tabs:
All the selected fields will be displayed in the main window.
Columns can be moved around by dragging and dropping the Column header to the correct place
Note: Any columns with # in the Column Header, indicate they are fields that can not be edited as the are Reference fields
You can edit the fields directly from the table or use the export/import options
For some fields, there is a tick box to check.
or
In some instances there is a dropdown list to choose from.
Save once you are happy with your amendments:
The data will either Save successfully, or if Validation is applicable, with either Pass or Fail (see below for more details)
The Validation Status column is a default Column. If it has been removed, it can be added back in:
The Validation Column is applicable to Contract Containers, Periodic and Non Periodic Channel data.
Initially, the Column will show as N/A until you Save the data and will then change to Passed or Validation Error - Right Click for Details.
Note: All Items that show Passed will save, those with Validation Errors will not.
Once you have viewed the error, you will then need to resolve it order to save the Channel.
Note: All errors will need to be rectified before a Channel can be saved.
If you do not want to update the data in the Data Edit Spreadsheet Activity, you can export the data shown on screen to a CSV file, make amendments and then reimport the data.
Note: Do NOT amend the Column A (the Sigma ID) or Row 1 (the headers) as these are both needed when importing the data back into Sigma
The amended data has now been saved if there are no Validation Errors.
If there are Errors, the following will show and a CSV file will be downloaded
Take each line in turn and resolve the error(s) for each one:
Initially, the Validation Errors column will show as N/A.
To check the data:
If you want to see the amendments before saving them, you can use the Export to CSV option, then import using the Edit from CSV option.
Note: Do NOT amend the Column A (the Sigma ID) or Row 1 (the headers) as these are both needed when importing the data back into Sigma
The Export to CSV option will export the current data shown in the main window into a .csv file.
The Edit from CSV option allows you to upload an amended Spreadsheet, review the data and then click Save
The Import from CSV allows only the correct data edit Spreadsheet format files to be imported into the database without any review
You can export all the data shown on screen to an Excel spreadsheet if required.
If you have existing Property Key that you want to replicate on other Items, you can do this easily with the Data Edit Spreadsheet Activity.
From the Data Selector, choose the Items you want to add the Property Key to, for example the Site, Meter or Account.
Click here for more information on Property Keys.