posted Apr 20, 2018, 3:43 PM by Unknown user
[
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
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