Changes between Version 6 and Version 7 of BluePrint/Importer/Excel


Ignore:
Timestamp:
09/18/13 12:34:14 (8 years ago)
Author:
Fran Boon
Comment:

Back-end ready, focus on front-end

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  • BluePrint/Importer/Excel

    v6 v7  
    55The limitations of CSV, however, are that there is no client-side Validation or Online Help, so it is very easy for users to input incorrect data (e.g. Dates).
    66
    7 We'd like to allow deployers to build custom Excel workbooks which have protected fields for the core data inputs (like those used for feeding Assessments to the Survey module) and can then add additional Online Help & client-side Validation. They can also be customised more easily for local contexts, such as providing localised names for the Location Hiearrchy rather than 'L1', 'L2', 'L3', etc
    8 
    9 This project, therefore, is about designing a pre-processor for the current Importer back-end to allow .xls files to be uploaded & converting them to CSV before passing them to the current CSV importer.
     7We have now got a pre-processor for the Importer back-end to allow .xls[x] files to be uploaded & converting them to CSV before passing them to the current CSV importer.
    108
    119NB This should also help us with ensuring that imported data is properly UTF-8. MS Excel tends to save CSVs as ANSI whilst it defaults to UTF-8 from 97+ & provides the encoding sed for older versions which can be picked up by xlrd:
    1210* https://secure.simplistix.co.uk/svn/xlrd/trunk/xlrd/doc/xlrd.html
    1311
     12== Templates ==
     13We would like default Excel Workbooks for all of our major resources which have protected fields for the core data inputs (like those used for feeding Assessments to the Survey module).
     14
     15We would like some Excel routines for:
     16* Date[Time] Validation
     17* Selection from pre-populated dropdowns
     18* Selection of Location Hierarchy
     19* Online Help
     20
     21Deployers can then customise the default Excel workbooks for local contexts, such as providing localised names for the Location Hierarchy rather than 'L1', 'L2', 'L3', etc and prepopulating the spreadsheet with a valid lookup lists.
     22
    1423== Extensions ==
    1524The link to download the template should check for the existence of an .xls in static/formats/s3csv & use that instead of the .csv one where-present.