Importing from Excel
When the Excel file is ready to import:
1 Open Report Tree Maintenance.
2 In the lower pane, right-click and choose Report Tree Import.
3 An Open dialog box is displayed. Navigate to the file to import, select it, and click Open. The file is loaded into the lower pane of Report Tree Maintenance.
Note: When the Excel file does not contain a report chart code, the file does not load. Instead, a message is displayed informing you that the report chart code is missing. Open the Excel file and enter a report chart code.
When the file is incorrectly formatted, it does not load and a message is displayed in the processing status indicator to explain the error that occurred.
4 To save the structure as a new tree, click Save. When you click save and the top-level analysis code is an existing tree, the content of that tree is overwritten with the data from the Excel file. The system also verifies whether each analysis code already exists. When an analysis code does not exist, it is automatically created.
5 When an analysis code already exists, the processing status indicator displays the analysis codes that already exist, along with a message prompting you to continue. To continue and save the report tree, click Yes.