Create a New Master Datasheet

This topic describes how to create a new master datasheet.

Note: Master Datasheets is a separately licensed module and must be enabled in Admin  > Modules before the functionality can be used.

  1. In Admin  , from the Access Admin Function primary drop-down list select Datasheets. From the secondary drop-down, select Add/Edit Master Datasheets, and then click Go.
  2. Click Add New Master Datasheet.
  3. Enter a name for the master datasheet in the Enter Master Datasheet Name field.
  4. Select Enabled to activate the master datasheet, or leave the check box clear to leave the master datasheet disabled.
  5. Do one of the following:
    • If all of your columns in the master datasheet need to link to project data fields and you want to start with an empty master datasheet, select 1 Row x 1 Column.
    • If you already have some data (in free text format) and you want to create the master datasheet from an Excel spreadsheet, select Excel and Choose File.

      Note: If you are importing from Excel, the spreadsheet being imported must contain less than 100,000 cells.

  6. Click Confirm. The new master datasheet is added to the Add/Edit Master Datasheets page.
  7. In the row of the new master datasheet, click Assign Roles to select the roles that can access the master datasheet from the Phrase & Data Library  > Master Datatsheet page.
  8. In the row of the new master datasheet, click Edit Content to modify the master datasheet row. For more information, see Edit Master Datasheet Content.