XLSX Planogram Import

Download an example XLSX planogram spreadsheet here

GoPlanogram can import planograms from specially formatted XLSX (Excel) spreadsheets. This page describes the expected file format and how the import process works.

File Structure

An XLSX planogram file has two sections: a header metadata block at the top and a fixture/position table below it.

Header Metadata

The first rows of the spreadsheet contain key/value pairs that describe the overall planogram. Each row has a label in column A and its value in column B:

FieldDescriptionExample
POG NameName of the planogramCereal Aisle 4ft
Bay WidthWidth of each bay in units48
Bay DepthDepth of each bay in units20
Bay HeightHeight of each bay in units72
Bay ColorFill color for the bays (CSS color or "transparent")transparent
BaysNumber of bays in the aisle2
Rack TypeType of rack: Shelving, Pegboard, Slatwall, or WirerackPegboard
Units (optional)Measurement units: in (inches) or cm (centimeters). Defaults to the current user's units setting if omitted.in

Fixture / Position Table

Below the header, a table describes all fixtures and their product positions. The table must begin with a header row whose first cell is FixtureType. Column names are matched case-insensitively and ignore whitespace.

ColumnDescription
FixtureTypeShelf or Rack. Only present on fixture header rows.
FixtureNameDisplay name for the fixture.
Bay1-based bay number. On fixture rows, this sets the default bay. On product rows, this can override the fixture's bay (useful for pegged items that span multiple bays).
WidthShelf width in units (optional; defaults to bay width).
AlignShelf alignment/layout: Left, Right, Even, Center, or blank for none.
Product IDThe product's catalog item ID. Only present on position rows.
Facings WideNumber of horizontal facings (defaults to 1).
Facings HighNumber of vertical facings (defaults to 1).
PegXHorizontal peghole offset (for pegged/rack positions only). Measured in peghole counts from the left.
PegYVertical peghole offset (for pegged/rack positions only). Measured in peghole counts from the top.

Row Types

There are two kinds of data rows in the table:

  1. Fixture rows — have a value in the FixtureType column (Shelf or Rack). These define a new fixture and the bay it belongs to.
  2. Position rows — have a Product ID but no FixtureType. These are placed on the most recently defined fixture.

Shelf Ordering

Shelves listed in the spreadsheet are placed bottom-up within each bay. The last shelf in the spreadsheet for a given bay becomes the base deck (the bottom-most shelf). Each subsequent shelf above it is spaced based on the tallest product on the shelf below.

Products on each shelf are placed left-to-right in the order they appear in the spreadsheet. After all products are placed, the shelf's alignment type (Left, Right, Even, Center) is applied.

Pegged Positions

Positions under a Rack fixture row are placed directly on the rack using PegX and PegY as peghole offsets. These are multiplied by the rack's cell size to compute the final position.

Each pegged position row may specify its own Bay value to override the fixture header's bay. This allows a single Rack fixture group to place items across multiple bays.

Example

Below is an example of a valid XLSX layout:

AB
POG NameDemo Aisle
Bay Width48
Bay Depth20
Bay Height72
Bay Colortransparent
Bays2
Rack TypeShelving
Unitsin
FixtureTypeFixtureNameBayWidthAlignProduct IDFacings WideFacings HighPegXPegY
ShelfTop Shelf1Left
SKU-00121
SKU-00212
ShelfBase Deck1Left
SKU-00331
RackPegs2
2SKU-0041100
2SKU-0051150

In this example, Bay 1 gets two shelves (Top Shelf and Base Deck, with Base Deck as the bottom shelf), while Bay 2 gets two pegged products.

Importing

To import an XLSX planogram, go to File → Import → XLSX File. In the dialog that appears:

  1. Select an .xlsx file from your computer.
  2. Choose a Catalog to use for product lookup. Product IDs in the spreadsheet will be matched against items in this catalog.
  3. Click Import to clear the current plan and load the XLSX planogram (you will be warned if there are unsaved changes), or click Insert to add the XLSX contents into the existing plan without clearing it.
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