Home > Managing Projects, Data & The Organization, Survey Creation > How to Import/Export Quota’s with Excel

How to Import/Export Quota’s with Excel

Overview

If you have a large list of quota subjects and expressions, in most of the cases it will be much more comfortable to import the quotas and their expressions to STG through an excel list.

This document will show you how to do it.

  • If you choose the root survey, under the ‘Rules’ tab and right click the ‘Quotas’ text,
    You will get the following options which will enable you to import/export quota data from an excel list:
  • Your excel list must have the two main subjects: ‘Name’ and ‘Expression’:
    Under the name you should enter the names of the quotas, and under the expression you should enter the expression defining the quotas.

  • After you click ‘Import’ and choose your list, the quotas will be imported:
    *Please Notice that the default quota will be 20.

  • In order to export the list to Excel, you can just right click the ‘Quotas’ text and click Export.
    You will notice that it will export all the columns and also another one called ‘BucketID’, you can ignore it as it is a system requirement.

That’s it!

Visit us at: http://www.dooblo.net

  1. Csarmasz, Máté
    July 10, 2012 at 5:24 am

    Would it be possible to import the default quota number too?

    • rontal
      July 10, 2012 at 6:50 am

      Yes, you can just add another column with the name ‘Default Quota’ and fill in the numbers.

  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: