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

