The “Excel” tab allows you to maintain product data as in a spreadsheet software. You can either edit product data one by one by editing the respective attributes field, or you can copy values from a column of a spreadsheet program to the clipboard and paste them into contiguous cells in the table. The products and attributes which are relevant for the respective product date editing can be displayed in the “Product list” table.
User interface
Product search
Worklist search
"Pin/Detach" (
/
): Buttons to attach resp. detach (collapse) the "Product search" card.
"Search mode": Menu for selecting a search mode (Worklist, List search).
"Expand/collapse all" (
/
): Buttons that are used to expand resp. collapse the worklist directory.
"Search": Input field to enter a search term according to which the list of worklists is to be filtered.
Worklist directory: Directory the available worklists.
List search
"Pin/Detach" (/): Buttons to attach resp. detach (collapse) the "Product search" card.
"Search mode": Menu for selecting a search mode (Worklist, List search).
"Search mode": Menu to select a type of search term (e.g. Product number or Item number ).
Number list: Input field to enter the numbers which are to be searched for. The numbers can be separated by line breaks or semicolons.
Copy not found search terms to the clipboard (
): Button that can be used to copy number that could not be found to the clipboard.
: Button that is used to reset the search.
: Button that is used to trigger the search. Once the search was carried out, the corresponding product data is shown in the Product list table.
Table widget
"Free-text search": Search field for entering a search term according to which the data in the "Product list" table is filtered.
"Restore" (
): Icon that is used to reset the free-text search.
: Button that is used to show resp. hide the various menus for selecting a data level.
"Show/hide columns" (
): Toggle switch that can be used to show resp. hide columns that contain read-only attributes. For example, this comprises attributes that cannot be edited on the selected product structure level.
: Button to call up the dialog box where you can select the attributes that are to be shown in the "Product list" table as the various columns. Click here to learn more.
"Data view": Menu to select if data from the product, variant- or item level is shown.
"Context": Menu for selecting a context level. Using contexts, you can store product data on several data planes so that an attribute can have different values which depend on the respective context. In order to select a context level, choose the corresponding context from the menu.
"Locale": Menu for selecting a locale which is a language level. Product data may vary depending on the locale. For example, this may comprise attribute values that vary between languages. In order to select a language level, choose the appropriate locale from the menu.
"Supplier": Menu for selecting a supplier level. Via supplier levels you can separate product data from different suppliers. This can be accomplished using supplier attributes which can possess different attribute values depending on the supplier level. In order to select a supplier level, choose the corresponding supplier from the menu.
"Grouping" (
): Drop area that is used to group product data according to particular attributes. To do so, drag the appropriate attributes to the "Grouping" area.
"Product list": Table that shows the data of the products which were called up using a search function in the "Product search" card.
Action menu (
): Icon that is used to show the action menu that contains various actions that can be applied to the table entries shown in the table.
: Customized button to which the various actions from the action menu can be allocated so that you do not have to call them up via the action menu whenever you want to use them. The respective actions can be allocated to the button via drag & drop. And they can be removed in the same way. Each allocation of actions only applies to the logged-in user.
: Button to save changes that were made to the attributes. Um mehr zu erfahren, hier klicken.
: Button that is used to remove ticked products from the selected worklist. Click here to learn more.
Usage
Product search
Using the product search you can call up the desired products. For this purpose you have two options: You can either access a worklist that contains the desired products or you can use the list search. The list search allows you to call up a given group of products by searching for a list of search terms such as product numbers or item numbers.
Use the worklist search
You can call up products by accessing a worklist which contains the products. To do so, proceed as follows:
- Select the option “Worklist” from the “Search mode” menu
.
The worklist directory is shown below the menu. - Choose a worklist from the worklist directory
. Optional: Enter a search term in the search field 
to filter the list of worklists by a search term. - Click on the chosen worklist to select it.The corresponding products are shown in the “Product list” table.
Use the list search
Using the list search you can search for multiple products at once by searching for a particular list of search terms. Search terms can be product or item numbers. To use the list search, proceed as follows:
- Select the option “List search” from the “Search mode” menu .
- Select a type of search term (e.g. product number) from the lower “Search mode” menu .
- Enter the appropriate search terms in the “Number list” field . You can separate the single search terms by line breaks or semicolons.
- To execute the search, click on the button
. Once the search was executed, all the products which were captured by the search are shown in the "Product list" table. - To reset the search, click on the button
.
), all the numbers which were not found are copied to the clipboard.
Show/hide attributes
Some attributes are included in the table by default. Other attributes are displayed optionally. In order to include optional attributes in the table, proceed as follows:
- Click on the button to call up the corresponding dialog box.
- Optional: Enter a search term in the search field to filter the list of attributes by a search term.
- Select an attribute. You can also select multiple attributes:
- To select an attribute, transfer it from the left column to the right column . To do so, click on the attribute .
- To deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.
- To select an attribute, transfer it from the left column
- To finalise the attribute selection, click on the button
. 
The dialog box closes and the selected attribute resp. the selected attributes are shown in the table. - To cancel the attribute selection, click on the button .
- Click here to learn more about the handling of the dialog box for selecting attributes.
- In some sections, the button for calling up the dialog box possesses the
button. Via this button you can call up attribute profiles with a pre-selected group of attributes directly. Click here to learn more. - Using the
icon and the 
icon you can transfer all the attributes from one column to the other column at once.
Edit product data
You have different options to edit the attribute values of the displayed attributes. You can either edit the attribute values one by one or you can copy values from a column of a spreadsheet software into the clipboard and paste them into the “Product list” table. Furthermore, you can apply numerous actions from the different action menus to the attribute values of the displayed attributes.
) if an attribute value can be edited. Table cells with this icon cannot be edited on the respective level. Table cells without this icon can be edited.
Edit single attribute values
In order to edit the attribute values of particular attributes individually, proceed as follows:
- Double-click in the table cell you want to edit.
- Make the desired changes and leave the table cell.
- Possibly make further changes to other table cells.
- Click on the button to save your changes. A success message is shown.
).
- By clicking on the right-hand mouse button you can call up the context menu. Among other things, the context menu contains actions that can be applied to the table data. This includes actions that can be used to copy the content of a table cell to other table cells. Click here to learn more about this matter.
- In order to learn how to edit attribute values using the keyboard, click here.
Insert multiple values from the clipboard
You can copy values from a column of a spreadsheet software to the clipboard and paste them into contiguous table cells of the table. To do so, proceed as follows:
- Copy the values from a column of a spreadsheet softare (e.g. MS Excel).
- In the “Product list” table, click in the respective table cell.
- Paste the values from the clipboard. Usually this can be done by pressing “Cmd+V”. Following this, the pasted values appear in the selected table cell as well as in the table cells below it.
- Click on the button to save your changes. A success message is shown.
Relate content objects to lookup attribute values
First introduced in version 5.6: Via the corresponding dialog box you can relate individual values of list of values attributes to content objects. You can either relate attribute values to existing content objects or you can create new content objects and relate them to attribute values.
- Double-click in the table cell of the attribute to show the menu for selecting attribute values.
- In the row of the attribute value, click on the chip that indicates the number of related content objects to call up the corresponding dialog box.
- Relate an existing content object to the attribute or create a new content object and relate it directly. Click here to learn more.
Remove products from a worklist
You can remove a product from the selected worklist. To do so, proceed as follows:
- Select the worklist.
- In the “Product list” table, tick the product you want to remove from the selected worklist.
- Click on the button in the footer. If the process was successful, a corresponding message will appear and the selected product vanishes from the worklist.
FAQ
Why can’t I edit some table cells?
Some attributes can be edited on the product level. Their attribute values are inherited by the variant and item level. Some attributes can be edited on the variant or item level. You can discern by the “Locked” icon (
) if an attribute value can be edited. Table cells with this icon cannot be edited on the respective level.
How can I insert multiple values from a spreadsheet program at once?
Copy the values from a column of a spreadsheet software (e.g. MS Excel) to the clipboard. In the “Product list” table, click in the table cell where the values should start, then paste the values from the clipboard. Usually this can be done by pressing “Cmd+V”. Following this, the pasted values appear in the selected table cell as well as in the table cells below it. Click on the button to save your changes.
How do I remove products from a worklist?
Select the worklist. In the “Product list” table, tick the product you want to remove from the selected worklist. Click on the button in the footer. If the process was successful, a corresponding message will appear and the selected product vanishes from the worklist.
What does the “Show/hide columns” toggle switch do?
This toggle switch can be used to show resp. hide columns that contain read-only attributes. For example, this comprises attributes that cannot be edited on the selected product structure level.
Why doesn’t relating content objects work for every list of values attribute?
Relating content objects to attribute values only works for list of values attributes where the attribute property SORTED_MULTIPLE_LOOKUP is either not set at all or it is set to “NO”.