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Submitted by Jon on 2014/02/05 09:56

First time using Import | Hierarchical Data. I'm running version 14 on Windows 7 Professional.

Here are the problems:

1. IQ often locks up after the dialogue opens. I have tried waiting ten minutes, but the program is frozen. Has to be ended using TaskManager. There does not seem to be a precipitant, although frequently (but not always) a request for recalculation appears and is allowed to recalculate.

I do wait until (I presume) the recalculation has ended before proceeding with other IQ activity. But as I said, there is no 100% correlation between these events.

2. I have a plain text, tab indented file. I select it and the preview appears properly. I choose the grid I want the data in. It does not matter if I choose to add TLIs only to the grid or all items to the grid. The results are the same. First, the items never appear in the selected grid. I can see them in the scratch grid however but that raises the second problem. The TLIs appear correctly with their corresponding SLIs also displayed correctly. But under each collapsed TLI are the corresponding SLIs displayed as TLIs. I think my settings are OK (tried all combinations of hierarchy settings for the scratch grid).

3. What is the purpose of the second row of options in the import dialogue?

I know the data is being imported but it does not appear in the intended grid. I think the other problem is mine, so some explanation would be appreciated.

Jon

Comments

[quote=Jon]I can see them in the scratch grid however but that raises the second problem. The TLIs appear correctly with their corresponding SLIs also displayed correctly. But under each collapsed TLI are the corresponding SLIs displayed as TLIs. I think my settings are OK (tried all combinations of hierarchy settings for the scratch grid)[/quote]

How are you showing them in the scratch grid - date filter maybe? If so, that should show all items as TLI's anyway (and the SLI's would also show as SLI's).

Are you able to then manually get them correctly into the desired grid?

[quote=Tom]

How are you showing them in the scratch grid - date filter maybe? If so, that should show all items as TLI's anyway (and the SLI's would also show as SLI's).

Are you able to then manually get them correctly into the desired grid?

[/quote]

1. There are no filters active in the Scratch grid.

2. Yes, I just manually select and assign them to the correct grid. But that is not how I understand the options in the import dialogue.

Jon

[quote=Jon]

[quote=Tom]

[2] Are you able to then manually get them correctly into the desired grid?

[/quote]

2. Yes, I just manually select and assign them to the correct grid. But that is not how I understand the options in the import dialogue.

[/quote]

Naturally -- that's one for Pierre!

(I was just asking in connection with the SLI's vs. TLI's thing.)

>1. IQ often locks up after the dialogue opens.

Does it lock right after clicking on the "import hierarchical data" (when the dialog appears) ? This never happens here. However, since the dialog needs to load grid names and fields; maybe it's related to that.

(And... You should be able to work as IQ performs its daily calculations. I do it all the time.)

>2. I have a plain text, tab indented file. I select it and the preview appears properly. I choose the grid I want the data in. It does not matter if I choose to add TLIs only to the grid or all items to the grid. The results are the same. First, the items never appear in the selected grid. [...]

There could be a few things going on here. For the grid assignment to work, your grid should have a relatively simple source where IQ can deduce which fields should automatically be assigned to items displayed in that grid (since this is how grids work : filtering items in the database against the source and secondary filters).

Does the grid in which you tried displaying imported items have a simple source (e.g. one field, or a few fields with an "AND" operator)? If not, try importing your hierarchies "in" a grid with a simple source (one field as the source).

And regarding the scratch grid displaying all items as a flat list : if there's no source in the scratch grid, yes it will display all items regardless of their TLI status or not as that's what the source/filter says : display everything. If there was a source, only those items meeting the source would be displayed as TLIs.

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Windows 8

Sony Vaio S Series 13 (SVS131E21L)

Ram:8gb, CPU: Intel i5-3230M, 2.6ghz

[quote=Armando]

>1. IQ often locks up after the dialogue opens.

(And... You should be able to work as IQ performs its daily calculations. I do it all the time.)

1. Yes, it locks up when the dialogue appears

2. Thank you for your suggestions about importing to a grid. I am trying to import to what I consider a simple grid. It has several columns displayed but no operators of calculations. All I want is the item column correctly populated but I cannot seem to do that through the dialgue. I can only accomplish this by manually selecting the items in the scratch grid and then assigning them to the desired grid. Not ideal, nor is it the way it is supposed to work.

I will have to try adjusting the source in the scratch grid and see what happens. Thanks for the guidance on this.

Jon

-------------------------------------------------------

Windows 8

Sony Vaio S Series 13 (SVS131E21L)

Ram:8gb, CPU: Intel i5-3230M, 2.6ghz

[/quote]

>1. Yes, it locks up when the dialogue appears

I'm not sure why it would do that. Here it never locks up. Pierre will have to look into that.

>2. Thank you for your suggestions about importing to a grid. I am trying to import to what I consider a simple grid. It has several columns displayed but no operators of calculations. All I want is the item column correctly populated but I cannot seem to do that through the dialgue. I can only accomplish this by manually selecting the items in the scratch grid and then assigning them to the desired grid. Not ideal, nor is it the way it is supposed to work.

It's not the grid that needs to be simple, but the grid's source. Press Alt+S and look at the source (leftmost box). If it contains one field, or fields related by the AND operator (e.g. : task AND project AND contacts ; maybe a few other cases using the OR operator, I don't remember), then "importing to it" will work.** Otherwise it probably won't.

>I will have to try adjusting the source in the scratch grid and see what happens. Thanks for the guidance on this.

As you probably know, the scratch's grid source changes all the time depending on what triggers it. For instance, when you double click on a field in the properties pane, the scratch grid will be displayed with the double clicked field as a source; hence the scratch grid will show all item with that field, as TLIs.

And there's the "Flat" mode (where absolutely ALL items meeting the source/filter will be show as TLIs) vs Hierarchy mode (where TLIs which are also subs of other TLIs should be hidden). However, I must say that between the hierarchical and flat mode, I don't always understand some of IQ's behavior, so I constrain the grids' TLIs using various fields and filters.

**This actually not the best way of describing it, as grids aren't containers : items can be displayed in any grid providing that those grids have the right source/filters.

-------------------------------------------------------

Windows 8

Sony Vaio S Series 13 (SVS131E21L)

Ram:8gb, CPU: Intel i5-3230M, 2.6ghz