Creating a Product Library Using an Excel Spreadsheet (Video)

For the steps to create and sync a product library using an Excel spreadsheet in the Space Planning application:

1. Go to the Product Library Properties Window:

• For Space Planning 2016.1 and below, select File > New > Product Library
• For Space Planning 2017.1 and above, select File button on upper-left > Product Library

2. Click Browse next to Primary data source:

 

3. Click New in DSN Name:

 

4. Select the appropriate driver:

• For Excel, select Microsoft Excel Driver.
• For Access, select .mdb or .accdb for the Access database engine.

 

5. Create a new DSN file in a preferred location:

 

6. Save new DSN file:

 

7. Click Finish:

 

8. Click Select Workbook:

 

9. Select the relevant Excel file:

 

10. Click OK > OK > OK to return to Product Library Properties:

 

11. Select the Primary table:

 

12. In the General Tab, set up the Matching Key and other required settings:

 

13. In Field Mapping, map Space Planning internal field names with the Excel sheet external:

 

14. In Visible and Sort Fields, select relevant fields to show in the product library.

15. Set Sort Fields:

 

16. Set a filter if necessary in the Filter tab:

 

17. Click OK to display the created product library:

 

18. Right-click on the product library and Save: