"Data Source" category

The "Data Source" group in the "Excel Import" dialog is displayed differently depending on the Excel data driver set.

The following Excel data drivers are supported in FACTON:

Excel Interop driver

Figure: Excel Import Dialog, Data Source with Excel Interop driver

  • "Settings file" combobox

    Click the button to load a new settings file.

    1. "Last Configuration from Auto Saving" entry

      The most recently used settings are assumed.

    2. "Current Configuration" entry

      The current settings are used.

    3. Selecting the most recently used opt-file:

      Activates the use of the most recently opt-file.

  • "Settings file" selection button :

    Click on this button to select an opt-file for the Excel import settings. The file path is shown next to the button.

  • "Load import groups" checkbox

    When the checkbox is activated, the import groups are also loaded when selecting an opt-file.

  • "Load data source (Excel file)" checkbox

    When the checkbox is activated, the data source (Excel file) is also loaded when selecting an opt-file.

  • "Refresh" button

    Click this button to reload the Excel file, if it has been opened and changed in the meantime.

  • "File" selection button

    Click this button to select the Excel or CSV file for the import. The file path is shown next to the button.

  • "Header row in row" combobox

    Select the row in which the header row of your Excel spreadsheet is located to accept the Excel data descriptions in FACTON.

  • "Worksheet" combobox

    Select the worksheet from the Excel file that contains the data you wish to import. This combobox only applies to Excel files.

OLE DB CSV driver / OLE DB Excel driver

Figure: Excel Import Dialog, Data Source with OLE DB CSV driver / OLE DB Excel driver

  • "Settings file" combobox

    Click the button to load a new settings file.

    1. "Last Configuration from Auto Saving" entry

      The most recently used settings are assumed.

    2. "Current Configuration" entry

      The current settings are used.

    3. Selecting the most recently used opt-file

      Activates the use of the most recently opt-file.

  • "Settings file" selection button

    Click on this button to select an opt-file for the Excel import settings. The file path is shown next to the button.

  • "Load import groups" checkbox

    When the checkbox is activated, the import groups are also loaded when selecting an opt-file.

  • "Load data source (Excel file)" checkbox

    When the checkbox is activated, the data source (Excel file) is also loaded when selecting an opt-file.

  • "File" selection button

    Click this button to select the Excel or CSV file for the import. The file path is shown next to the button.

  • "Worksheet" combobox

    Select the worksheet from the Excel file that contains the data you wish to import. This combobox only applies to Excel files.

  • "With header row" checkbox

    Activate this checkbox if the first row of the Excel worksheet contains a header row with the definition of the column names that you wish to accept.

Excel Interop text driver

Figure: Excel Import Dialog - Data source with Excel Interop driver - Settings tab

  • "Settings file" combobox

    Click the button to load a new settings file.

    1. "Last Configuration from Auto Saving" entry

      The most recently used settings are assumed.

    2. "Current Configuration" entry

      The current settings are used.

    3. Selecting the most recently used opt-file

      Activates the use of the most recently opt-file.

  • "Settings file" selection button

    Click on this button to select an opt-file for the Excel import settings. The file path is shown next to the button.

  • "Load import groups" checkbox

    When the checkbox is activated, the import groups are also loaded when selecting an opt-file.

  • "Load data source (Excel file)" checkbox

    When the checkbox is activated, the data source (Excel file) is also loaded when selecting an opt-file.

  • "File" selection button

    Click this button to select the Excel or CSV file for the import. The file path is shown next to the button.

  • "Header row in row" combobox

    Select the row in which the header row of your Excel spreadsheet is located to accept the Excel data descriptions in FACTON.

"Settings" tab

Define the settings for data structuring on this tab.

  • "Data type" combobox

    Shows the data type that can be used to describe content.

  • "Text delimiter"

    Activate the checkbox for the separator you wish to use to separate the contents of the Excel file. The text delimiters "Tabulator", "Semicolon", "Comma" and "Space" are available.

    If you wish to use a different separator, enter the delimiter of the "Other" input field.

  • "Number delimiter"

    1. "Decimal separator" input field

      Enter the format for the decimal symbol in the input field.

    2. "Thousands separator" input field

      Enter the format for the thousands separator in the input field.

      Example

      1.000.00,00 (DE) or 1,000,00.00 (EN)

Figure: Excel Import Dialog - Data source with Excel Interop driver - Advanced Settings tab

"Advanced Settings" tab

The tab allows you to define additional options for structuring data in order to describe the data in more detail.

  • "Interprets consecutive delimiters as one delimiter" checkbox

    If this checkbox is activated, multiple consecutive separators are interpreted as a single separator. (For example, when a text contains multiple spaces).

  • "Text qualifier" combobox

    Define the text qualifier used. The Excel import recognizes numbers that are surrounded by the defined text qualifier as text, e.g. material numbers: "0012530"

  • "Trailing minus number" checkbox

    If this box is checked, the Excel import identifies numbers with a trailing minus sign as numbers. If the box is not checked, the Excel import identifies these numbers as text.

Open data sources

  • Open an "Excel Import" dialog.
  • The driver settings are selected.
  1. In the "Excel Import" dialog, click on Data Source.

    The "Data Source" category opens.

  2. Click on next to the "File" input field.

    The "Open" dialog opens.

  3. Select the Excel file.
  4. Confirm your selection with Open.

    The file opens.

  5. Click Accept to apply these data source settings for the import.
Note

The "Data Source" category in the "Excel Import" dialog differs depending on the selected Excel driver.

For more information on driver settings, see "System Settings" category.

WARNING

Figure: Microsoft Excel - Excel Options dialog

FACTON cannot correctly interpret dates if the Use 1904 date system box is checked in Excel files. In this case, date entries from imported Excel files will be interpreted incorrectly.

 

Infragistics Excel driver

Figure: Excel Import Dialog, Data Source with Infragistics Excel driver

  • "Settings file" combobox

    Click the button to load a new settings file.

    1. "Last Configuration from Auto Saving" entry

      The most recently used settings are assumed.

    2. "Current Configuration" entry

      The current settings are used.

    3. Selecting the most recently used opt-file:

      Activates the use of the most recently opt-file.

  • "Settings file" selection button

    Click on this button to select an opt-file for the Excel import settings. The file path is shown next to the button.

  • "Load import groups" checkbox

    When the checkbox is activated, the import groups are also loaded when selecting an opt-file.

  • "Load data source (Excel file)" checkbox

    When the checkbox is activated, the data source (Excel file) is also loaded when selecting an opt-file.

  • "Refresh" button

    Click this button to reload the Excel file, if it has been opened and changed in the meantime.

  • "File" selection button

    Click this button to select the Excel or CSV file for the import. The file path is shown next to the button.