Maintaining Master Data in Bulk

Overview

To help maintain your configuration, you can bring your TilliT data into Excel via Add-in.

While everything in the add-in is available via the UI, using Excel allows you to edit, copy, paste, backup, etc. all your Master Data.

The video below shows an example of how to use this feature effectively.

Accessing the Master Data

Depending on which environment you're accessing, click the TilliT DO Stage tab (Stage) or TilliT tab (Production), then click the Data button.

A menu will pop up on the right, providing the following options:

There are two (2) types of data you can access. Config data (data defining behaviour of TilliT) and Instance data (data submitted during an order).

• Asset hierarchy - manage Site, Asset and Shift config data.

• Material definition - manage Material config data.

• Activity Template - manage Activity and Option Group config data.

• Edge - manage Edge config data.

• Orders - manage Order instance data.

• Activity Results - manage Activity instance data.

• Events - manage Event instance data.

• Shifts - manage Shift instance data.

• Integration - manage Integration config data.

• Configuration:

  • Attributes - manage Attribute config data.

  • Dashboard Groups - manage Dashboard Group config data.

  • Event Types - manage Custom Event config data.

  • Process Variable - manage Process Variable config data.

  • Unit of measure - manage Unit of Measure config data.

  • Order Template - manage Order Template config data.

  • Attribute Groups - manage Attribute Group config data.

• Scheduler Settings - manage Scheduler config data, if you are using the TilliT Scheduler solution.

• Scheduler Orders - manage Scheduler Order instance data, if you are using the TilliT Scheduler solution.

When you select once of the above Groups, you'll be asked to select an entity. To understand the various entities, you will need to understand the data you're accessing. This is best done by reading through the various articles in Setting up TilliT.For this following example, we'll use one of the most commonly used groups, Activity Template, and click on the Activity Template Item entity.

Once you've selected an entity, you will be asked to define the Page size (how many results should be given per page/excel sheet) and which Page number you wish to load. For example, if there are 20,000 entries in TilliT, setting the Page size to 2,000 will divide the data into 10 pages. Only one (1) page can be loaded at a time, so you would need to choose which page using any number between 1-10.This helps when dealing with a large number of entries.

This will load all Activity Template Items in our data.

You can also refine what is loaded by filtering by a field from the data. In our example, we will look for a specific Item Key.

Now we have only loaded the precise data we wish to work with.