Matrix: update from a spreadsheet

posted Apr 20, 2018, 3:43 PM by Chad Boyer   [ updated Apr 21, 2018, 10:10 AM by Eric Patrick ]
The QBO Matrix View panel supports updating a matrix from a spreadsheet (CSV file).  One can:
  • Export a matrix view via Options-> Export to CSV
  • Update the matrix data in Excel (or another spreadsheet editor)
  • Drop the revised spreadsheet on the Matrix View header to update the matrix
In order for this to work, navigate to Design > Configuration > Modules, choose the Matrix modules, and from the Settings tab, ensure the MatrixViewImport setting is set to true. (The underlying application setting is qbo.Application.Properties.Settings.MatrixViewImport.)

Additionally, one can:
  • Copy an existing matrix to a new matrix: from the Matrix Summary's Edit menu, choose Copy.  
  • Export a Matrix: from the Matrix Summary's Edit menu, choose Export.
  • Import a Matrix: from Home > Import Data, choose the QBO XML engine, and drop an exported matrix onto the import panel.
Technical notes:
  • Updating a matrix from a spreadsheet requires each column have a matching Input our Output column
  • CSV files need to have its columns wrapped in quotes for each field