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February 7, 2025
Question

Excel Tools: read headers with spaces, ignoring unwanted excel columns and reading Headers in other rows.

  • February 7, 2025
  • 3 replies
  • 0 views

Hi! I have three questions regarding the Excel Tools plugin. Sadly the documentation is not very precise.

1. How can we read headers with spaces (Example: a column with a header "User Name")? I found this question in two different threads but they are almost 10 years old, which have links to appian sites that are no longer accessible.

2. One of our clients provides us an excel that is automatically generated, and has +10 columns. I'm only interested in 3 of those columns. Is there a way we can pick and choose which info from the excel we are interested in? I'm using the Import Excel to Database smart service. I'm pretty sure that the "Excel Header Names" and "Database Field Names" parameters might be useful for this case, but I don't understand how to use them properly, and the documentation does not say a lot about them.

3. The same excel that I mentioned in my 2nd question starts at row number 3. Row number 1 & 2 have some kind of title. The headers are in row 3, but I cant find any configuration in the smart service that would allow me to configure this. The smart service simply reads the title in the first column as if it's a header. 

3 replies

mathieud0001
February 10, 2025

1. You can specify the column names in the Excel Header Names parameter as a list of strings.

2. Specify the columns you are interested in the Database and Excel Header Names parameters. The amount of columns need to match.

3. No way to do that from the Smart Service. You'll have to do some processing after the import is completed to clean up that data. I would suggest importing the excel in a staging table and from there copy the data in another table.

February 12, 2025

Thanks for your response, Mathieu! This is really helpful.

I'm not sure what you mean with "staging table". could you please explain with more detail? Thanks again!

mathieud0001
February 13, 2025

Usually, you'll want to load your data unmodified in a staging table where it is then easier to transform.

This might shed more light: www.timmitchell.net/.../