Importing with a template

If the XML document or string from which you want to import data does not correspond to the report column definition, or if you want to import attribute values, you must use a template.

If a schema is associated with the XML to be imported, you must create a template that reflects the schema.

For complex, nested XML with row data in an iterative structure, you may need to design a structure that uses several linked report definitions to import the data. Each report must define the structure of a block of iterative data with respect to the root element. Importing the data into the reports would require multiple import passes using different import templates.

The XML import template can be defined in the Export/Import Template view for XML. If you are defining a template for use only as an import template, do not include DataWindow expressions, text, comments, and processing instructions. These items are ignored when data is imported.

An XML import template must map the XML element and attribute names in the XML document to report column names, and it must reflect the nesting of elements and attributes in the XML.

The order of elements and attributes with column reference content in the template does not have to match the order of columns within the report, because import values are located by name match and nesting depth within the XML. However, the order of elements and attributes in the template must match the order in which elements and attributes occur in the XML. Each element or attribute that has column reference content in the template must occur in each row in the XML document or string. The required elements and attributes in the XML can be empty.

If an element or attribute does not occur in the XML document, the report import column remains empty.

The data for the report is held in the columns of the data table. Some data columns, such as those used for computed fields, may not have an associated control. To import data into a column that has no control reference, add a child DataWindow expression that contains the column name.

For XML import using a template, element and attribute contents in the header section are ignored. However, if the Starts Detail marker does not exist, all element and attribute to column mappings within the template are used for import. This has the following implications for reports with group headers:

• If data is imported to a Group report using a template that has a Starts Detail marker, the group header data is not imported because import starts importing from the Starts Detail location.

• If the Group report has one group and the import template has no Starts Detail marker, all the data is imported successfully.

Report columns cannot be referenced twice for import. A second column reference to a report column within an XML import template is ignored.

An XML element or attribute name whose content references a report column for import must be unique within the level of nesting. It cannot occur twice in the template at the same nesting level.

The names of all templates for the current report display in the Use Template drop-down list on the Data Import page in the Properties view.

The template you select in the list box is used to conform the XML imported to the specifications defined in the named template.