Generate the XLSX file

An XLSX file can be generated for each object class and reference that is relevant for a business question or set of business questions in the Excel Roundtrip view. . XLSX files can also be generated in the Data Capture Templates view.

Once you have captured your data in the XLSX file, you can upload it and then check the completeness and quality of your data in the context of a business question. Here you can see immediately the quality of your data and correct any data quality issues.

The same XLSX file that is exported from Alfabet must be used to capture and import the data to Alfabet.

The XLSX file is generated asynchronously and can be downloaded from the Notifications panel. Save the XLSX file to your local drive or network to process.

The generated XLSX file only includes a row for each existing asset in the database and columns for the attributes, referenced objects, indicators, and roles. Once you have captured your data in the XLSX file, you can upload it and then check the completeness and quality of your data in the context of a business question. Here you can see immediately the quality of your data and correct any data quality issues.

  1. Go to Data Import > Data Roundtrip.
  2. Specify the Data Roundtrip visualization to show the object classes and references that you want to capture data for.
  3. To export the XLSX file, select a diagram element and click Generate XLSX File. First process object classes and then references. Consider the recommended sequence to import data.

    Alternatively, go to Filter > Layout and select Hierarchical Optimal. This layout will display a general logical sequence to import the data. Start with the object classes on the left and work you way through to the diagram elements on the right. Then focus on the references.

  4. Capture the data in each XLSX file as described in the section Capture the data in an XLSX file.
  5. Click Data Capture > Upload Data Capture File.
  6. Click Data Capture > Open Data Capture Status Report to check the success of your data import.
  7. Change to the Portfolio Manager user profile and go to the business question that you are capturing data for to check. Go to the Data Quality page to review the data quality of the business question.