This is a quick run through how to use Excel Client to upload and manage data in Pricefx.
Open Excel Client
Go to Master Data > Excel Client. The PriceFxClient.xlsm file is downloaded.
Open it in MS Excel and click Enable Editing and Enable Content to be able to use the Pricefx functionality.
The Excel Client will automatically try to log you in based on your web based session information. Should this fail, you will be asked to log in using your credentials.
'Pricefx' appears in the Excel menu.
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See also How to Run Excel Client on Mac. |
Update Data
Using the Manage menu you change, delete and add data for various Pricefx objects.
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For Product Extensions, Customer Extensions and Company Parameters there is an alternative to Excel Client when it comes to adding/modifying multiple records: you can use the Export & Import functionality available for these tables. |
Excel Formulas and Data Management in Pricefx
Excel formulas – If you use MS Excel formulas to generate the new/updated values, these formulas will not be kept because Pricefx stores the data values only.
JSON in Product/Customer filters – Handle very carefully the following two fields in the Users data: Product Filter and Customer Filter. They contain a lengthy JSON string which is a result of setting up the filters in the Pricefx UI. This JSON string must remain valid and contain valid filters; otherwise Pricefx will not display the correct content for the given user.
Meta mode – If you enable this option, you can modify the meta information (i.e., the data type and details for the customizable attributes) for the following objects: Customers, Products, Company Parameters, Product Extensions. This can affect your pricing logic, so be careful.
Bulk changes and permissions – As you update the data in bulk, it can happen that you modify multiple objects in the same table that have different edit rights (e.g., product extensions within a category). On the server side, lines for which you do not possess editing rights are filtered out. If there are some lines left after filtering, those will be updated and you will receive no message. If no line passes the filter, you will get an access denied error.
Key fields check – Excel Client also checks if key fields of Company Parameter, Product Extension, Customer Extension and Manual Price List tables are not empty.
Casing and validation – Company Parameter fields are validated as case-sensitive. However, if you have a Parameter with values restricted by a Data Source whose number of values exceeds the Excel limit of 8,192 characters, the validation is handled as case-insensitive. If you enter a value manually, make sure it matches the restricted values list as defined in Pricefx.
Recalculation of PL/LPG – When updating Price Lists and LPGs, all data changes are accumulated and processed in a single asynchronous final update call. Item recalculation is triggered only if an overridable value was changed. At the end of the batch, EC always sends a command to recalculate items changed during the update(s); the action can end with recalculation of 0 items.
Validation rules hierarchy – When you get this message "Previous data validation on one or more business key fields <their list> has been suppressed by the business key validation" it is because you have data restriction on some column(s) that are part of the business key. In that case, the Data Source validation rule is overridden by the business key validation rule (Excel can have only one validation formula per cell). Then you need to be careful about the entered data.
No validation on copied data – MS Excel data validation is designed to show messages and prevent invalid entries only when users type data directly in a cell. When data is copied or filled, the messages do not appear. This is because the copied content replaces the target cell, completely overwriting it, hence removing the data validation. A solution can be to press F2 to enter the edit mode and then paste the content.
Values as Strings – If you want Excel to treat a value as a String, put an apostrophe in the beginning of the value, e.g.
'0000123. This way you can also make sure that leading zeros are kept.
Change Login
If you need to log to a different Pricefx instance while the Excel Client is open, take these steps:
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