Spreadsheet GUI in Agile PLM for Data Entry UX

We want to move some of my company’s currently manual, mostly Excel-based data collection/entry/maintenance processes (i.e. pricing, shipping compliance, and product hierarchy data maintenance) into doing it within Agile PLM moving forward.

In order to minimize the usability / user experience impact to affected business users, is there a graphical user interface option within Agile PLM that is closest to a spreadsheet type of GUI for data entry/maintenance?





Agile User Asked on March 10, 2020 in Agile PLM (v9).
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2 Answer(s)

Try using Import. Yes, it can handle data that is in Excel, or just text files. You will have to map what is in the Excel file to what you have configured in Agile, but that is probably a 1-time deal (mapping files can be saved and re-used), if all of your data looks the same.

But it seems that you are asking if Agile has a user interface that “looks” like Excel. And the answer is no. What you see is what you get. But if you can put together an Excel template file that users can fill out and then have someone run it through Import, that might actually work fairly well. And while they are doing that, have your users look at the data in Agile, and they might actually start *using* Agile because it is fairly simple and works very well.

Agile Angel Answered on March 11, 2020.
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Kevin’s answer is out-of-box. You can get fancy and create a web based Excel like page that integrates with Agile. Yes, it would be a custom development effort

Agile Angel Answered on March 12, 2020.
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