"Excel Import - Function" dialog

For further information on the Excel import settings, see chapters:

Settings

• "Data Source" category
• "System Settings" category
• "Import Group" category

Mapping Administration

Comparison Criteria

If not defined otherwise when customizing your FACTON system, the following is used as the key and comparison criteria:

• Function number

Further Information see Comparison Criteria

Supported link types

The import does not currently support links.

Import groups

The specification of an import group for functions is optional.

Special features of imports

In the Excel document:

In order to assign the correct function class and function type to the functions during import, a column in the Excel document must first be assigned to the "Class" and "Type" fields.

In the Excel import dialog:

Next, each value in this column of the Excel document must be assigned the appropriate FACTON function class and function type.

This is done using the following dialog, which you can open by double-clicking on the filter icon . The assignment of the function class and function type is done in the same way as the assignment of the Excel columns in the main window of the Excel import.

• Function class

  

  • Excel data:

    • "* <empty>" field name:

    • "* <otherwise>" field name:

    • Additional field names from the Excel column

  • FACTON data:

    • Main function

      Main functions entail the primary tasks or the main purpose of an object. Their fulfillment is indispensable.

    • Adjacent function

      Adjacent functions are supporting functions that contribute to the fulfillment of the main function. They are necessary as a complement and serve either to ensure the main function or to make it more efficient.

    • Sub-function

      Sub-functions are parts of the main or adjacent functions. The classification allows for a detailed analysis of how the main and adjacent functions are accomplished.

    • Additional function

      Additional functions are functions that go beyond the required main and adjacent functions and offer additional services (often requested by the customer).

• Function type

  

  • Excel data:

    • "* <empty>" field name:

    • "* <otherwise>" field name:

    • Additional field names from the Excel column

  • FACTON data:

    • Usage function

      Usage functions are required for the technical and commercial use of an object.

    • Prestige function

      Prestige functions do not have a significant effect on the usage function of an object. They fulfill requirements or prestige-oriented demands. Prestige functions are required, if these additional functions are requested by the customer.

Further Information see Assign Object Types

Logs

Further Information see Logs Category