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alteryx connect Knowledge Base

Definitive answers from Connect experts.

Glossary Bulk Load

Alteryx
Alteryx
Created on

As Dr. Nick so eloquently defines...

 

The business glossary within Alteryx Connect is a powerful tool for maintaining a repository of formal definitions for an organization. These definitions are then linked and associated to the many terms, reports, workflows, and data elements across the enterprise, leading to that invaluable map of tribal knowledge that lets analysts get their job done faster and better than ever before.

The user and admin help documentation explain that terms can be added one at a time, or in a batch. Here are the steps to bulk load.

 

1. Glossary page - Export to Excel

 

step1.png

 

2. Glossary.xls - "Folder" tab

 

step2.png

You may affect the folder structure of the Glossary and it’s sub folders. There should always be an entry for the Glossary Folder itself. It’s XID and Parent ID are standardized, but you can change its “entryName” if you like (for instance “Enterprise Glossary”). On this tab, you may also add subfolders. This could be useful if you wanted to group glossary terms by business unit or term category. Subfolders should have a parent ID of the Glossary, and if you’re uploading new subfolder definitions, you can leave XID blank (Connect will supply an ID on upload).

 

3. Glossary.xls - "Relations" tab

 

step3.png

 

The second tab “relations” holds all the definitions of relationships defined on the Glossary terms to other entities within Connect. You need to know the Target ID in order to establish the relationships here.

 

4. Glossary.xls - "Term" tab

 

step4.png

You can add new entries to the glossary or edit existing via the “Term” tab.

 

5. Administration - Choose file to Upload

 

step5.png

When uploading, the content will be placed into the appropriate folders based on the IDs within the file. The content will Append to existing if new, modify if pre-existing by ID, but it will not remove entries if not supplied within the uploaded file.

 

6. Glossary - View the New Term

 

step6.png