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Customizing Spreadsheet Schemas (v1)

Making changes to your Spreadsheet Schema in its editor controls the look and format of data when Clarify reads from or writes to a spreadsheet.

Worksheets, areas, and cells can be edited by selecting them in the Schema section and accessing the Properties view. You can make changes in its Properties tab.

Under the Schema section, buttons are:
  • Add Worksheet
  • Add Unbounded Area
  • Add Bounded Area
  • Add Row Group
  • Add Row
  • Add Cell
  • Expand All
  • Collapse All
  • Remove: Remove the selected Worksheet, Area, or Field from the Schema

Under the Sample section, the Select Sample File button allows you to browse for a different file to see how it would look with the Schema applied to it.

Worksheet Level

The following properties can be edited on a Worksheet:
  • Name (of Worksheet)
  • Description
  • Template

Area Level

The following properties can be edited on an Area:
  • Name (of Area)
  • Description
  • Offset from Area
  • Offset Row Count
Selecting an area in Offset from Area and then specifying a number in Offset Row Count allows you to customize your spreadsheet without knowing how many rows unbounded data will use. For example, you may get 2 rows in a Line Item Area or 200. But if you offset the next area, Total, 2 row counts from the Line Item Area, you can be sure that the Total Area will not be overwritten by the Line Items.

Cell Level

The following Properties can be edited on a Cell:
  • Name (of Cell)
  • Description
  • Row - Which row of an area the cell belongs in
  • Column - The column the cell belongs in
  • Default Value On Target - The default value used to populate a field when the source contains null data
Note: If you want to use the Default Value On Target feature, you must also configure the Ruleset's Runtime tab's Null Source Action field to UseSchemaOrTypeDefaultValue.

Also, when creating a Business Process, if you are writing your target data to a spreadsheet, be sure to use the ConvertSpreadsheet task in the Business Process after the transformation and before writing. See A complete list of Business Process Tasks for more information.

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