Datasets are used to Assign an additional value to a Pin, enabling the retrieval of further information through cross-references and Filters. Multiple Datasets can be Assigned to a single Pin. Datasets are Imported in .csv or .xlsx format.
One application example is the space book: an entire space book is Imported with all the information of each room, and each Pin is Assigned to a room (value from the Dataset); all values of the space book are visible on-site.
A Dataset can be any Excel List. A brief overview of the application areas includes:
Space books, door and flooring Lists
Trade Lists
Service groups
Fire damper Lists, numbered fire extinguisher Lists
and various checklists
When creating a Dataset, use a simple File name without special characters to avoid future problems with placeholders. Ensure that all Columns have a heading/Title.
Import a Dataset
Datasets are Imported in .csv or .xlsx format.
Go to the
Datasets
view in your Project.Click on
Import Datasets
.
Select the File from your computer.
On the next screen, you can Rename the Dataset, change the language, and display a preview.
Here, you can also determine which Columns should be used as "ID" and "Title".
If the List was created such that the Title of each item is in the first Column, then please check the box
Swap Rows with Columns
to keep the first Column as the Title.Click on
Import
.
Tip: ID and Title of the Column are the two values displayed in the Pin. Here you see, for example, a Pin where the room "UZE_U1_02_HT Wohnraum" was selected. "UZE_U1_02_HT" is the ID of the value and "Wohnraum" its Title.
Once you have Assigned the ID and Title Columns, this will be displayed above the Column. Using these two values, you can now search when you want to Assign a value to a Pin.