Administration Guide › Queries and Reports › Preparing to Use Reports with Keyed Lists › Approaches to Maintaining Keyed Lists › Update a Keyed List with Export/Import

Update a Keyed List with Export/Import

If you store values that correspond to a key in an Excel spreadsheet, you can save that spreadsheet as a comma-separated values list (*.csv) and populate the Keyed List for the selected with an import.

You can update keyed list values you store in a CSV file in the following ways:

• If the CSV file contains current values for a given key and the displayed Values list is not current, you can import the values directly from the CSV file.
• If you want to create a CSV file or update one with obsolete values, use an export, edit, import sequence.

To update a keyed list with export or import

1. Click the Administration tab, the Library subtab, and the Keyed List folder.
2. Expand the Keyed List folder, and select the keyed list you want to update.
3. To update values for a selected key from a CSV file that contains current values:
   1. Select the key in the Key Values list that you want to update.
   2. Click Import Values on the Values list toolbar.

      The Import file dialog appears.

   3. Click Browse, and navigate to the location where the CSV file containing the values for the selected key is saved.
   4. Select the file to import and click Open, and then Click OK.

   The Values list is updated with the values from the CSV file.

4. To update the values for a selected key where the CSV file either does not exist or is not current:
   1. Select the key in the Key Values list that you want to update.
   2. In the Values toolbar, click Export Values, navigate to the location where you want to save the CSV file, and click Save.

      A success confirmation appears.

   3. Click OK.
   4. Navigate to the exported file, open the spreadsheet, and modify or delete existing columns as required. Scroll to display the last column, and add new entries. Then, save the file as a CSV file.
   5. Select the same key and click Import Values.
   6. Click Browse, select the file you saved, and click Open.
   7. Click OK.

   The file is uploaded. You can scroll to the bottom of the Values list to confirm your new entry is present.