Introduction
If you have data in an Excel file in the form of two inputs that determine a result, you can import that as a rule even if the spreadsheet is not in a matrix format. You don't even have to remove the inputs you're not using: all you have to do is import the file and select the X and Y axis, and results data.
Prerequisites
- The Excel file must exist.
- The sheet or sheets you want to import must be formatted to have X axis, Y axis, and results columns.
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Quick Steps |
| 1 |
Click the Create New Item icon, then select the Object Type |
| 2 |
Select the Rule Type |
| 3 |
Enter the Excel matrix details |
| 4 |
Enter the Excel File Name |
| 5 |
Enter the details for each sheet you want to import |
| 6 |
Set the values and data type for each sheet you want to import, then click OK |
| 7 |
Click Finish |
| 8 |
Open the scenario |
| 9 |
Enter the values for the test, then run the test |
| 10 |
View the diagram |
| 11 |
Save the scenario |
Detailed Steps
Step 1. Click the Create New Item icon, then select the Object Type.
This opens a dropdown list from which you can select an object to begin its item wizard. The item wizard creates a file or files.
The Object Type identifies the file the wizard will create. In this case, it is Rule.
Step 2. Select the Rule Type.
The Rule Type identifies the type of rule the wizard will create. In this case, it is Excel Matrix.
Step 3. Enter the Excel matrix details.
Select the Import Excel radio button to import an Excel file that is not formatted as a matrix.
You also need to specify that you are using a file, not a query.
Step 4. Enter the Excel File Name.
Click the Choose File button and open the file from a local or network location.
Step 5. Enter the details for each sheet you want to import.
Each sheet uses the following properties, from left to right:
- Sheet Name: This comes from the Excel file and is read-only.
- Rule Name: This is the name of the rule file Xelence will create. Each sheet will be its own separate file. You can enter your own text or select an existing file to create a new version.
- Effective Date: If you want to create a new version of an existing rule, you must give it an effective date.
This example only needs the Rule Name for the single sheet being imported.
Step 6. Set the values and data type for each sheet you want to import, then click OK.
Click the Set Value ... button and enter the columns you want to use for the X-axis, Y-axis, and value.
Also, select the data type for the X-axis, Y-axis, and return fields.
Step 7. Click Finish.
Step 8. Open the scenario.
Click the Navigate to Scenario icon and to open the scenario.
Step 9. Enter the values for the test, then run the test.
Enter the Input Value and Expected Value.
Click the Run Test icon, then click Current Rule to execute the rule with the input value(s) you entered.
Xelence provides the following options for running the test:
Only Result: Displays only the result.
Current Rule: Displays the result and diagram for this rule.
Step 10. View the diagram.
Click the View Test Result icon to view the diagram.
Step 11. Save the scenario.
Close the diagram window and save the scenario.
What are the improvements over S3 Version 6?
This is an identical process.
Related Articles
Create an Excel Matrix with an Excel File and Test the Rule
Convert an Excel File into a Decision Table and Test the Rule
This post is part of the Rules topic. Click here to open the Rules Overview.
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