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How to edit the Definitions and Notes with Excel

In this post, I’ll share a video which shows how to export your Definitions and Notes from ER/Studio Data Architect, edit them with Excel, and finally import the updated Definitions and Notes back to ER/Studio Data Architect.
This video provides chapters, so do not hesitate to navigate to the ones you are the most interested by.

Among other things, you’ll see:

  • how to run macros with your existing project.
  • the sample macro: Export Object Definitions and Notes to Excel: Exports definitions and notes for tables, views, relationships, and attributes to Excel.
    It generates a workbook with all the tabs and selected objects in the data model.
    Macro:
    • folder: Sample Macros \ Meta Data Management Macros
    • file: Export Object Definitions and Notes to Excel.bas
  • the sample macro: Import Object Definitions and Notes from Excel: Imports definition and notes for entities, attributes, views, and relationships from an Excel spreadsheet.
    It updates the data model with the Definitions and Notes populated in Excel.
    Macro:
    • folder: Sample Macros \ Meta Data Management Macros
    • file: Import Object Definitions and Notes from Excel.bas
  • how to change the display options of the Entities|Tables.

Do not hesitate to update the scripts of the sample macros, to save them in your own subfolders and to customize them to optimize your own process!

The folder which stores all the different macros can be updated in the Options:

Macros directory
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