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Excel import - type of palette group used

0 votes
When using the very helpful import from Excel function, you get to choose in the Node list the "Column of Group Node IDs" - which lets you group nodes on import.

These then show up as palette "Group nodes".

However, there are other grouping possibilities around such as "Group" in BPMN or swimmlanes.

One can assign specific palette icons post-import using the Properties Mapper - but as far as I can tell -> there's no way to change to a different grouping type!?

E.g. use case: import nodes to specific BMPN swimmlanes or BMPN groups

Cheers
asked Dec 11, 2017 in Help by anonymous

1 Answer

0 votes

You are right, it is indeed currently not possible to use one of yEd's swimlane or pool node templates for groups when importing data from Excel.

However, it is possible to use the BPMN "Group" template. Excel import uses the default group style template when creating group nodes . Thus you can switch your default template from one of the templates in the "Group Nodes" palette section to the "Group" template from the "BPMN" palette section. Changing the default template may be done by double-clicking the desired template in the palette section. If the change is successful, the background of the palette entry will turn a dark blue.

If you need different group styles based on data in your Excel sheet, use "Tools" -> "Select Elements" to select all nodes with a specific data property value, then right-click the desired group style template in the palette to open the template's context menu and choose "Apply Type". Unfortunately, it is currently not possible to use the properties mapper for this task and thus you need to do the "select, apply" routine for each group style you want to use.

answered Dec 11, 2017 by thomas.behr [yWorks] (115,370 points)
edited Dec 11, 2017 by thomas.behr
That's a really workable workaround - because using the "Apply type" command on user-defined data property values will give you swimmlanes for those BPMN groups previously defined on import (having used set the default group template from the BPMN palette)... Thanks!
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