Importing business glossary

Applies to: Dataedo 23.x (current) versions, Article available also for: 10.x

Dataedo Desktop enables you to import Business Glossary terms from a text format, from Excel, for instance.

If you'd like to start with empty glossary, then create a new glossary (you can have unlimited number of glossaries). To do so, choose Add Source from the ribbon and choose Business Glossary.

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To import terms into a glossary, right click Terms item in the Repository Explorer and choose Bulk Add Entries.

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This will open glossary term importing wizard. Click Copy template to copy headers format to clipboard.

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Then, paste to a spreadsheet. This will help you prepare your data in the right format.

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You can use a spreadsheet to create data in the right format. Populate the following fields:

  • Parent (optional) - title of the parent term that will be used to create a hierarchy. Parent term needs to be in current list.
  • Entry title - unique title/name of the entry
  • Entry type - type of the entry:
    • Term (default)
    • Category
    • Policy
    • Rule
  • Description - Description of the entry. If you want to use new lines and you are copying from Excel, make sure all lines of the entry description are inside one cell.

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Now that you have your data prepared, copy it to clipboard and click Paste button.

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Data from clipboard will be pasted into the grid.

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If no errors are found by pressing Add entries will get imported into a glossary.

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