Settings

The Excel import allows you to import Excel files from various source formats. The Excel interface that is displayed may differ depending on the "driver settings". The driver from the opt-file settings is used by default. If a different driver is used for the import, you will need to define it in the Excel Import dialog in the System Settings ► Excel Driver group.

Save and Load Setting

The Excel import feature allows you to save and reload all settings. The import settings are saved in files with the extension .opt.

The following Excel imports are available:

  • Project
  • Master data
  • Bill of materials
  • Costing scheme

For master data, there is an import for each individual master data type. Each of these categories has a respective setting file which cannot be used "across categories".

WARNING

Old .opt files are no longer valid.

Old .opt files created with the Excel import prior to FACTON Version 6.1.3 are no longer valid. They must be recreated using the current Excel import feature.

Save settings

  • Open the "Excel Import" dialog.
  1. In "Data Source", click Save to save the current settings file.

    The "Save As" dialog opens.

  2. Enter a name for the .opt-file.
  3. Click Save.

    The settings are saved in the opt-file.

Load settings

  • Open the "Excel Import" dialog.
  1. In "Data Source", click to load a settings file.

    The “Open” dialog opens.

  2. Select the desired .opt-file.
  3. Confirm your selection with Open.

    The settings are shown in the "Excel Import" dialog.