Problem
Many part of Emersion are hierarchical. Tariff trees, powers, service provider accounts, each of these objects have a structure that contains both parent records and child records. For example, the list of powers in Cumulus contains expandable sections showing powers being grouped according to module, features or function. The tariff list will group country-based tariffs under the country, and all these will be placed under a parent tariff named International.
Where it has made sense, we have retained this hierarchical structure within relevant reports so when it is run by a user, the hierarchy is visible. But when the reports are exported, the csv text format loses all formatting. This article explains how to use an import wizard to retain the indentation in these reports.
Below is a list of powers in Cumulus compared against the Powers List as shown when the report is run in Cumulus.
Solution
| Warning |
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This help article has been written using Microsoft Excel 2016. If you are using a different version of Excel, the instructions may vary a bit from what is described here. In this case, please refer to Microsoft Excel Help to get the instructions for your version. |
The List of Powers in Cumulus
The List of Powers Report
Retaining Indenting using Excel
When the csv file is exported from Cumulus and opened using Excel, it looks like this. The repeated A (with accent) is - in programming terms - a space character. In order to retain the indenting, but be rid of all those programming characters, the data must be imported into Excel, rather than simply opened in Excel.
| Info |
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Opening and Importing are not the same when working with raw data files. |
Step 1: Application Preparation
Open a text editor. Any editor should do the trick, but we have used NotePad ++ in this demonstration.
| Warning |
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Do not use Microsoft Word for this purpose, as it is not a raw text editor. |
Next, open the exported csv file in the text editor. It should look like the screenshot on the right. The accented 'A's should be replaced with spaces.
Lastly. open Microsoft Excel and start a new blank worksheet.
Step 2: Copy the Data
Refocus to the text editor with the csv file open. Select all the data (CRTL + A), then copy it to your PC's clipboard (CTRL + C).
Step 3: Use the Text Import Wizard
Refocus on the new blank worksheet in Excel.
Place the cursor in the top-left cell (A1). Your data will be imported starting at the cell that is in-focus.
On the Home tab of Excel, there is an arrow pointing downwards under the Paste button that opens up additional pasting options. Select Use Text Import Wizard.
Excel's Text Import Wizard will open.
Choose Delimited from the file types that best describes the data. Ensure the other settings as as per the screenshot above.
Select Next to continue.
Exported data opened in Notepad ++
On step 2 of the wizard, select Comma from the Delimiters list, and remove any other selected delimiters.
Select the double-quotes from the list of Text Qualifiers.
Select Next to continue.
On step 3 of the wizard, highlight all columns by scrolling along the data preview, pressing down the SHIFT key and clicking the right-most column. Once all columns are highlighted, select Text under the Column Data Format section.
Click Finish to complete the import.
The wizard will close and insert your data into the worksheet. It should look like the indented version on the right.
Indented Data Imported Using The Text Import Wizard
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