Bulk Edit via Excel Upload

The Bulk Edit option allows K users to directly upload property changes and links via an excel template. This may be a preferred bulk change option where:

• You need to socialise, review and approve changes with stakeholders outside of the K Platform

• You have the required changes (e.g. profile description) already documented in an excel spreadsheet

The bulk edit via Excel function is currently limited to Table, Column, Report and Sheet objects and is only available to K Administrator

Step 1) Add Data Assets to your Bulk Edit Excel template

• You can select the data assets to add to your Bulk Edit Except template via 3 options: Search Results, Filters, or Lists

Option 1) Search Results

Option 2) Filters

Option 3) Lists

Step 2) Create your Bulk Edit Excel Template

• By default the following properties are added to the Excel template

  • Business name

  • Description

  • Tags

  • Classification

  • Domains

  • Verified for

  • Do not use for

  • Owner

  • Stewards

• In the template, you can select to add up to another 6 properties (i.e. in total 15 properties can be bulk updated at the same time)

  

• Review the template properties and Click create.

  

• You will be taken to the My Applications Results page where you can access your Bulk Edit Files.

  

• Click on the download option on your extract when it is ready.

Step 3) Update your Bulk Edit Excel Template

• Open the file in Excel and follow the instructions on the first (Instructions) tab

• Edit the properties of your items and save the file locally

• Key things to note about the excel file:

  • To protect the workbook structure, cells highlighted in grey have been locked to prevent editing

  • When the bulk upload template is imported back to K, all metadata properties will be replaced. This means blank cells will overwrite existing data K

  • Orange columns have restricted values. For example, you can only enter Domains that has been pre-defined in K. To locate the list of legitimate values, refer to the corresponding orange tab. If a value is missing, you will need to go to the K Platform and create the new value (e.g. create new domain). After the new domain has been created, re-generate the excel upload file.

  • You can enter multiple values (e.g. multiple domains) by separating each value with a comma.

Always check and delete any blank rows. Blank rows that have been previously edited and content deleted will be treated as an ‘activated' row. K will attempt to upload the blank row triggering an error and the upload job will fail.

To delete a blank row:

• Right click on the tab click and Unprotect Sheet. There is no password

• Right click on the blank row

• Click Delete

  

Step 4) Upload your Bulk Edit Excel File

• Go to Import Bulk Edit File page via K applications

• Click on Upload Bulk Edit File. Select the file you have downloaded in Step 5 and edited. Click Import

  

  

• Your file will now be uploaded. If the file uploads without any errors, it will show a successful upload. If your file is not correctly edited, it will fail and provide error details.

  

The row(s) that failed is provided in the error log. Row number is incremental across all tabs e.g. If Tables tab (2nd tab after instructions tab) has 500 records, and Report (3rd tab) has 100 records, the error of row 550 is row 50 in the report tab.