Prerequisites: this functionality is only allowed for users with a Functional Administrator role
To manipulate the trees more quickly, it is possible to import/export them and to use an Excel file.
From the Referentials / Functional tree menu, select the desired tree and click on the star wheel to display the configuration.
On the right-hand side are the buttons designed to manage imports and exports.
Export a functional tree
From the functional tree setup screen, click on Export the tree.
A window allows you to enter the name of the excel file that will be generated. Then click on Validate.
The file will contain as many sheets as there are types in the tree structure. For further details on types, please refer to the dedicated article.
Folder type sheets
Folder type sheets contain 3 columns :
path : the path of the element in the functional tree (id of the different levels, separated by /)
id : the identifier of the element
label : the label of the element.
Note : If you have modified the type properties, the columns will not be the same. Each column corresponds to a property.
You can fill in this sheet to build your functional tree structure.
Metric type sheets
Metric type sheets contain 4 columns:
path : the path of the element in the tree structure (id of the different levels, separated by /)
id : the identifier of the element
label : the label of the element which will be displayed in the tree structure. Here you can enter a variable, which will take the value of the metric:
$.metric:name : name of the metric
$.metric:description : the description
otherwise, enter a custom text
indabaid: databasename@metricname corresponds to the unique identification of the metric.
You can populate fill in the sheet, to add metrics to your tree.
Note: If you have changed the properties of the types, the columns will not be the same. Each column corresponds to a property.
Once you have saved your file, you can import it again to apply the changes.
Importing a functional tree
From the functional tree setup screen, click on Import the tree :
Warning, make sure you have selected the right functional tree! The import overwrites the selected tree and cannot be cancelled!
A window is displayed, select the file to be imported.
