Understand Data Linking and Matching

Up a level to ..

Understand Data Linking and Matching

 

Share Data Between Drawings and Applications > Extract Data from Drawings and Spreadsheets > Link an Excel Spreadsheet to Access Data > 

Understand Data Linking and Matching

Expand All Expand all collapsed sections. Collapse All Collapse all expanded sections.

Concept

Procedure

Quick Reference

To link data to an Excel spreadsheet in a data extraction table

1. In the Data Extraction wizard on the Refine Data page, click Link External Data.
2. In the Link External Data dialog box, click Launch Data Link Manager.
3. In the Data Link Manager tree view, select Click the Create a New Excel Data Link option.
4. In the Enter Data Link Name dialog box, enter a name for the data link. Click OK.
5. Click the [...] button to browse for the .xls or .csv file to be linked to.
6. In the New Excel Data Link dialog box, select a link option (whole sheet, range, or Excel named range). Click OK.
7. Select the new data link in the Data Link Manager tree view. Click OK.
8. In the Link External Data dialog box, in the Drawing Data Column list, specify the column you want to link.
9. In the External Data Column list, specify the Excel column you want to link.
10. Click Check Match. If an error displays, see Data Matching Validation.
11. From the Select External Data Columns to Include, select the Excel columns from the list you want to add to the extracted data.
12. Click OK.

 Toolbar: Modify II 

 Command entry: DATAEXTRACTION