Understanding Excel Layout Builder
- Akash Kumar Jaiswal (Unlicensed)
Excel Layout Home Screen
The Excel Layout screen is divided into following sections:
- Toolbar
- Definition Panel
- File View Area
- Details Panel
Toolbar
Options of the Tool bar are explained in the table below.
Button | Name | Function |
|---|---|---|
| Save Layout | To save the Excel layout. |
| File View | To view the uploaded Excel file. |
| Data View | To view, edit, and delete the Table Data and Control Total of Excel Layout. |
| XSD View | To view and download the XSD format of Excel Layout. |
| Test Layout | To test the similar layout as per the structure defined and generates the output and error files. |
| Help | To check the help documentation for Excel Layout. |
| Details | Displays the control total and table data. |
You can also get this tool bar in File View area:
Button | Name | Function |
|---|---|---|
| Zoom Out | To zoom out the excel file in File View area. |
| Zoom In | To zoom in the excel file in File View area. |
 | Reset View | To reset the excel layout. |
| Sheet | To select the specific sheet of excel layout. |
Definition Panel
This panel contains the list of properties that are used to define the excel layout.
Property | Description |
|---|---|
| Name | Name of the Excel layout. Only alphanumeric and underscore are allowed and you must start the layout name with an alphabet or underscore. |
Description | Description of the Excel layout. Only alphanumeric and few special characters(_ - . : , @ $ ? \\ and space) are allowed and you must start the description with an Alphabet/Underscore/Number. |
Schema Type | Specify the type of layout. By default, Schema Type field reflects the same layout type which you are creating. |
| Data Header Present | Check this if you want to add the titles of the fields in your excel file. |
| Select File | Browse to upload the excel file. |
| Sheets | Reflects the number of sheets of uploaded excel in the drop-down list. |
Reference Schema Type | Specify the reference schema for the current layout. |
Reference Schema | Displays the defined reference schema in the drop-down list. |
| Project | Specify the project for excel layout. This option is visible only when GAC is enabled. |
| Row Start Position | Row Start Position specifies which row of the Excel Sheet is counted as first row. |
| Column Start Position | This specifies the column start position of Excel Sheet. |
| Bottom Row Skip Count | To skip certain bottom row from the excel file then define the row count from Bottom Row Skip Count field. |
| Handle Enclosing Character | Define the Character-set encoding for your excel layout from the drop-down list of Character Set Encoding field. The available options are UTF-8, and ISO-8859-1. |
| Allow Less Field | Check this if you want to generate empty fields when record data length is less than defined in schema. |
| Filter Blank Row(s) | Check this if you want to filter blank row(s) from the source file. This option is applicable only when you use the layout at source end. |
| Restrict Extra Field | Select this option to validate the number of headers of the input file with the schema. |
| Match Header Names | Select this option to validate the header names of the input file with layout. |
| Allow Ignore Case | Select this option to ignore the casing mismatches in the header of the layout and the data file..This option can be enabled only if you have checked Dynamic Header Support or Match Header Names validations. |
| Optimize XLSX File Processing | Select this option if you want to process an .xlsx file in streaming mode. Selecting this option would process large *.xlsx files without consuming much memory |
| Filter Invalid XML Character | Select this option if you want to replace xml invalid character. |
| Dynamic Header Present | Select this option to insert the data of input file under the same header name as defined in the layout. |
File View Area
File View area is the area where an excel sheet is displayed. You can select the row and column to define the table data and control total of the excel layout. The file view area can also be resized using zoom in/zoom out icon from toolbar.
Details Panel
Detail Panel displays the defined table data and control total of the excel layout.
Next Step