Creating a data model from a spreadsheet
To simplify automating and digitizing your business process and eliminate the need to reference external spreadsheets, create data objects by importing XLSX and CSV files. For example, users that work on App Factory can import Excel spreadsheet data to automatically track the status of customer data, invoices, and service requests.
- In the navigation pane of App Studio, click Data.
- In the Data field, click Data objects and integrations.
- On the upper right corner, click New.
- In the Data objects name field, enter the name for the type of information that you want to model.
- In the Define source data field, define where the data is
stored:
- To set a local Pega data object, select Now, and then, in the Systems list, select Pega.
- To defer defining a source system, for example, if your source system is not yet ready, select Later
- Define your data model from a spreadsheet by clicking Create data model using spreadsheet.
- Click Next.
- On the Select file page, click Browse.
- Navigate to your
.xlsxor.csvfile, and then click Open. - Click Next.
- On the Create fields page, edit the following fields to choose
and manipulate the data that is included in your final output:
- To change the columns to include in the final output, in the
Column field, select the column headers of the spreadsheet that
you want to display.
By default, all the columns are selected when the page loads.
- To change the field names for the columns, in the Field name field, make your edits.
- To change the field types that are configured for the field names, in the Field type field, edit any types that might be inconsistent with the type of information contained in the field.
- To change the columns to include in the final output, in the
Column field, select the column headers of the spreadsheet that
you want to display.
- Click Create.
- Click Save.
- Optional: To import the data from a
.csvfile without recreating the mapping data model process, in the Records tab, launch the data import wizard and select the preexisting data template.For more information, see Importing data from a file.
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