Import a list from Excel on Windows (for example a sitemap)

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  • Updated 6 years ago
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just found out after a few tries.

Select your zone in Excel, copy paste into notepad, save in UTF8, then copy past in MindManager.
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Herve Peitrequin

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Posted 6 years ago

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Alex Gooding, Champion

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Hi Herve,

Can you supply a bit more info about how you did this and what sort of table you started with and which Mindjet product you're using?

It doesn't seem to work for me with MM 2012. I've imported Excel tables before using the method I described in a response to an earlier thread. This involves importing from Excel via a Word table (see link below) but the p[rocess is a lot more complex. If there is a simpler method that would be great.

https://community.mindjet.com/mindjet...
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Herve Peitrequin

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I simply selected the area I wanted to import. I pasted it into Notepad, then saved it as UTF8.
I guess it kept the tree structure. I then copied it from Notepad and simply pasted into MindManager.

I am using MindManager 2012 on a PC.
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Alex Gooding, Champion

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Thanks - can you tell me more about how the data is structured?

I can get the approach you describe to work if the data under each item (or main topic) in the first column in the Excel sheet is structured just right, with each subtopic level in the table in its own column and on a new line, starting one line below the "parent" topic, as follows:



However if the table is set up this way you can simply highlight the range to be imported, copy it and paste it directly into a new MM map without going via Notepad, as I described in the other thread. The result is an appropriately-formatted map with a cascade of subtopics as follows:



However if the the Excel data is structured more conventionally, like the following:



The result is like this, irrespective of whether I use the method you describe or if I copy direct from Excel:

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Herve Peitrequin

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Hi Alex,

I structured the data the first way, and you are right, you can copy paste it directly in MM.
If you structured the other way and your map is huge, you might be able to correct your Excel file through some formulas.
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Alex Gooding, Champion

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Hi Herve,

Thanks for the response. Actually there are two other ways to import Excel spreadsheets to MM apart from the methods I described in the other thread.

The first is the ExcelMapUpdater MM addin from MindLogik in NZ and now sold also through Olympic software. This doesn't actually allow you to import a spreadsheet from scratch, but it does provide the ability to export to a spreadsheet from MM and then sync the spreadsheet and the source map. This has obvious uses, for example using Excel to help manage a map-based management plan, but it might also be possible to set up a template which could be used for other data.

The second involves the use of MS Access. Part of the problem with importing spreadsheets into MM is actually at the Excel end. MM needs some sort of outline structure, Word heading styles or a combination of both for the import process to be able to work out which items are main topics, sub-topics, sub-subtopics etc. Word is quite capable of doing this, but for some reason Excel isn't (or not that I can see, anyway).

In effect the methods I proposed in the other post suggested two ways around this problem - either edit the spreadsheet to look more like the outline I suggested in my previous post, or import it first to Word, adjust the table and apply Word heading styles. Both approaches have their pluses and minuses and both involve a fair bit of work.

However it is possible to use Access to create a spreadsheet with an outline layout in a less labour-intensive way and this method could also be used with large amounts of data (though I haven't tried it yet with a really large spreadsheet). The steps are as follows:

1. Import or link your Excel spreadsheet to Access. It should appear in Access something like this:



2. Click on the Report Wizard under Reports and when the first dialogue box appears select all the fields for inclusion and click on Next.

3. In the second dialogue box select a grouping level for all but the lowest level of subtopic. Ignore sorting in the next dialogue box and click on Next.

4. In the next dialogue box regarding layout, select the option for the layout to be Stepped (not Outline). Click on Next, name the report and choose to preview it. The result should look like this:



5. After viewing the file, click on the Excel button in Data. Name the file and tick the box to view the file after export. Excel should open up and the file should look like this (you may have to darken the default font):



If you wish you can save the export steps in Access.

6. In Excel highlight and copy the table area in the spreadsheet without the header row, switch to a new map in MM and paste. The result should look like this:

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Alex Gooding, Champion

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Actually I have just found a simpler method - using Excel pivot tables.

It's not immediately obvious how to do this as pivot tables were designed primarily to summarise statistical data and the steps involved are a bit obtuse, but if you set up the parameters just right it is possible to create a stepped outline report which can then be copied and pasted directly into MindManager.

I'll go through the steps a few more times to make sure it's as simple as possible and then create a separate post to describe it in detail.

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