Excel Import

In Storyteller new artifacts can also be created with an Excel import. It is important to note that you cannot undo an import from Excel. Unwanted artifacts would have to be deleted from within Storyteller.

To create new artifacts with an Excel import:

  1. Select the location for your new imported artifacts by selecting the parent folder or artifact. You cannot import new artifacts into a collection, baseline or review.

    You also must have appropriate editing permissions for the location you have selected for your artifacts.
  2. Click the Import/Export button () in the Explorer toolbar and select Import from Excel.
  3. Select the Excel file that you want to import into Storyteller.

Excel Spreadsheet Format

Each artifact you want to import must be in its own row in the spreadsheet. For Example:

The following columns can be included in the Excel spreadsheet:

Column Name

Required or Optional

Description

Valid Value

Hierarchy

Optional

You can use the Hierarchy column to specify the relative outline level at which each artifact will be imported. When no Hierarchy is specified (no hierarchy column in the Excel spreadsheet), all artifacts are imported at the same level.

The plus sign (+) must appear in the appropriate column depending on the desired hierarchy. Only one row can have a plus sign (+) in the Hierarchy column.

Name

Required

Defines the name of the artifact.

Specify the text that you want to import as the name of the artifact.

Artifact Type

Required

Defines the artifact type.

This value must be an artifact type that exists in the project to which you are importing.

Description

Optional

Defines the content for the description field

Artifact Properties

Optional

Values for artifact properties.

Values provided in the Excel file must match the acceptable value type for each property.

For any user and group property, the Excel import will import the value as a user by default if both the user and group have the same value. For example, if you have both a user and a group called "Admin" in the instance, you need to specify the value as "group:admin" in the Excel to import the value as a group.
Validation rules configured for each artifact type in Storyteller will be enforced. Artifacts defined in the source file that don't meet the validation rules will not be imported. In this case, the user will be presented with an error message that provides the details of the validation errors. Validation errors for a subset of the artifacts defined in the spreadsheet will not fail the whole Excel import job. Artifacts that pass the validation rules will be successfully imported.

Sample Excel Spreadsheets

The following examples will help guide you in the creation of your own Excel import file:

Simple Import Sample - Provides a basic template with only system properties.

Name

Artifact Type

Description

User Story One

User Story

This is user story one

User Story Two

User Story

This is user story two

User Story Three

User Story

This is user story three

Complex Import Sample - Provides an example with hierarchy columns, custom artifact types and custom properties. Keep in mind:

  • The Hierarchy column and blank columns to the right of it are optional. The location of the plus (+) symbols indicate the hierarchy level.
  • The values in the Artifact Type column are custom values. You will have to overwrite them with values that match your system configuration.
  • The column names used to represent property names are also custom values. You will have to overwrite them with values that match your system configuration.

Hierarchy

Name

Artifact Type

Description

+

Credit Card Process Improvements

Process Improvement

+

Rejection Notice

Business Rule

We do a good job at notifying customers when their Credit Card is approved. We need to improve and ensure our Standard Operating Procedure (SOP) is met and customers are notified within 2 business days when their Credit Card application is rejected.

+

Process Timing Report

Process Improvement

As part of the Business Analysis, collect the average time to carry out each step in the Credit Card management process

+

Identify Tasks for Improvement

Process Improvement

+

Reduce Manual Tasks

Process Improvement

Identify any steps in the Credit Card management process that are purely manual (not supported by any bank technology).

+

Identify Non Enterprise Tasks

Process Improvement

Identify any steps in the Credit Card management process that still utilize the mainframe.