Friday, October 22, 2010

How to prepare a csv file for import to ead5

When a new weekly master schedule is released and the data has been parced in excel, that data needs to be imported to the server. Follow these steps to produce a csv file that can be imported to the server with the new milestone data.

  1. Make a copy of the latest version of the file. Either look on the server. It's probably called something like "milestones_20_revision.csv" or similar.
  2. Rename the file by incrementing the revision number.
  3. Copy all the rows from the most recent master schedule, and append them to the end of the "milestones_20_revisions_file.csv" file.
  4. Expand the id field so that it assigns new sequential ids to the new rows.
  5. Reformat the 'milestone' field to SQL format.
    1. In Excel, highlight the column -> Format Cells -> Number -> Custom.
    2. Type in "yyyy-mm-dd" in the "Type:" field.
    3. Click okay.
  6. Reformat the created_at and updated_at fields to SQL format:
    1. In Excel, highlight both columns -> Format Cells -> Number -> Custom.
    2. Type in "yyyy-mm-dd hh:mm:ss" in the "Type:" field.
    3. Click okay.
  7. Save and close the file.
NB: If you reopen the csv file in Excel, Excel will reformat the dates. Before saving, re-reformat the dates back into SQL format.

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