In this section you will find instructions for
testing the Import Project task.
Note: This tutorial is designed to work
with the sample projects, products and accessories delivered with
PlanogramBuilder. If you have already deleted these sample items,
you will need to modify the sample import file to use your own bays
and products.
You will do a simple import from Excel to
PlanogramBuilder.
- Download the following file and save it on
your desktop:
-
https://planogrambuilder.com/downloads/sample%20files/project%20import%20sample%20input%20file.xlsx
- Launch PlanogramBuilder
- Click on the Manage button. Verify in
the list that you see a project named Sample empty
bay. If it’s missing:
- Download the following file and save it on
your desktop:
https://planogrambuilder.com/downloads/sample%20files/sample%20empty%20bay.xlsx.
- Click the Restore button.
- Click Ok at the warning.
- Select the downloaded file and click
Open.
- Click on the Import Project tab to
access this task.
- Click on the Open button on the bottom
toolbar to open the file browse dialog.
- Select and Open the file named
project import sample input file.xls
- Click Yes in the warning box if
you need to save your current project, otherwise click
No.
- Wait for the import to take place and see the
results in the visual area.
Now you will modify the Excel file and see the
resulting changes in real-time. You must complete Part 1 of
this tutorial before doing part 2.
- In PlanogramBuilder, Import Project
Task, check Auto-reload.
- Click No in the warning box: you don’t
need to save the project imported at part 1.
- Click on the Browse button,
select and open the file named project import
sample input file.xlsx. In the auto-reload mode, the file is
linked to the importer and continuously reloaded to show any
changes. You can already see the result of the import process in
the viewing area.
- Now launch your spreadsheet
application and open the input file (project import
sample input file.xlsx). Tip: Try to place
PlanogramBuilder and your Spreadsheet application side-by-side on
your screen or on two screens if you can. This will let you better
see the results of changes you will bring.
- In the spreadsheet, on line 3, change
the placement value from fill width to
center.
- Save the Excel file. This
automatically updates the placement of your items in
PlanogramBuilder. You can see that all products are pushed to the
left and there is some remaining space on the right of the
shelves.
- On lines 21, change the value of
Facings High from 1 to 3 to stack more
tomatoes.
- Save the Excel file. This automatically
updates the planogram layout in PlanogramBuilder according to the
last changes made in Excel.
- You can continue to test various changes in
your spreadsheet, such as removing the project reference to have a
bay automatically generated.