Creating a template

kmatrix999 · September 2, 2009 12:09PM

I have created a number of flat files in excel, representing the same data sets but for different countries.

I have created a file with multiple views for the UK that I am happy with.

What is the most effective way for me to use my UK iok file as a template for all of my other country files?

These files will be updated in the future, so I want to be able to retain links.

Advice welcome as this is my first attempt to standardise a number of files for multiple countries

Thanks

steve · September 3, 2009 10:45AM

Easy.

I'll assume you've done the following:
- import UK excel file
- configured the data, views, tabs, etc., perhaps even added formula fields
- saved as "UK.IOK".

I'll also assume the column structure is identical (same field names and type of data).

Simply do the following (Omniscope 2.5):
- open the "UK.IOK" file
- choose Data menu > Edit source (you'll see a dialog showing a summary of the data source e.g. "UK.XLS")
- choose Edit (you'll see a dialog showing a choice of data source types with "File" selected)
- choose Edit (you'll see a file chooser dialog)
- browse to the XLS file for a different country and click Open (Omniscope will inject new data into your existing views)
- save as "OtherCountry.IOK".

steve · September 3, 2009 10:46AM

For Omniscope 2.4, use File menu > Import into current file > Edit data source.

kmatrix999 · September 3, 2009 5:07PM

I'm using 2.5, so I will use your first set of instructions.

Thanks for quick response

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