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Import guide: Create project file

Updated

Are you ready to import your own ERP data in ABC Analyzer?

Your data has to be in a .txt, .csv, XML or Excel-file.

We recommend your data set contains these columns, to create a great analysis.

 

 

Import guide

Once you have your data ready:

  • Open ABC Analyzer
  • Choose ”New project” from the opening screen or, if inside the software, choose “New”/”Import”
  • Choose the data file you want to import

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Step 1 of 3: Delimiter

To import your data correctly ABC Analyzer needs to know how your data is structured. On step 1, choose the correct delimiter. The delimiter defines the “spaces” in your data.

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Step 2 of 3: Headlines

Your data should contain columns headings. If it doesn't you have the option to type them one by one on this step. Click next.

No headlines? If your data does not contain headlines, remove the checkmark and name all your columns in this step. It is important that all headlines are unique. We recommend you contact your IT-department and get a proper data set with correct headings.

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Step 3 of 3: Define your columns

What's "inside" your columns? Is it text, numbers or dates? For each column choose the correct data type, using the drop down. Use the arrow keys and the tabulator to quickly jump from one column to another.

Be aware of pitfalls:

  • Supplier numbers, numbers indicating a certain product group etc. represent names, hence import them as “Text” – not as a ”Number”!
  • You need at least 2 number columns to build a double ABC analysis

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Five types of columns

You have 5 different types of columns and the option of ignoring columns:

  • ID: You need one column which identify each unique product. E.g. the "product number"-column
  • Number: "Stock value", "delivery time", while "Supplier no." is a "Text"
  • Date: All 24 supported date formats are listed here
  • Text: "Product description", "Supplier name", "Supplier no." (yes some numbers are actually text! Also your Product groups are text).
    • Text columns it the most forgiving column format, it allows you to import almost anything. However if you import a "number column" as a text you cannot use it in calculations or in your dtaslicers.
  • Old ABC: This is not relevant first time you import data. Once you start importing and exporting the ABC codes in your ERP, use this to track changes
  • Ignore: Ignore column s which you don’t need.

When you are done, click ”Apply”. Now you are ready to start analyzing! NB! "Overview" is empty at first after import. Begin by creating a double ABC categorization

The imported data is always visible on “Data.”

Import errors

If you get an error message, please check our guide: Most common import errors and double check your dataset setup.

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