How do I import Requirements from Excel

Overview

TopTeam Desktop App enables you to import tabular data into the repository.

You can import from the following file formats:

  • Microsoft Excel (*.xls, *.xlsx)
  • Comma separated values (*.csv)
  • Text (*.txt)
  • Microsoft Word Tabular format (*.doc)

Who should read this?

  • TopTeam Users

Step 1. Open the Import Requirements from File (Excel etc)… Wizard

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Step 2. The Import Requirements from file Wizard opens

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Step 3. Select the Excel file from which you want to import Requirements

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Step 4. Specify the Worksheet from which you want to import Requirements

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NOTE: By default, data from the first worksheet displayed in the data file will be imported if a worksheet is not specified.

Step 5. Specify the row number that contains Field/Column names

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NOTE:

  • By default, the first row is expected to contain Field/Column names.
  • If there are merged rows or columns, the first merged cell value is considered.
  • If there are multiple columns with the same name, only the first column value is considered.

Step 6. You can specify the range of rows from which you want to import Requirements

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Step 7. Preview the records that are to be imported

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Step 8. Specify whether or not the file has a Record Type column

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Step 9. Select a Requirement Type for the imported Requirements

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Step 10. Specify the mapping between Requirement Type fields and Data File fields

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NOTE: If you do not want to import a field, leave its corresponding mapping field empty.

Step 11. Specify what action should be performed when a missing value is detected for a "List" type field

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Step 12. Specify columns to indicate hierarchy of records

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Step 13. Select the Project and Requirements Document into which you want to import Requirements

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Step 14. View Action Summary and click Import

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Step 15. Click Finish to complete the import process

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Requirements are imported into the selected Requirements Document

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Revised: July 21st, 2017