Import calculation

You can import a complete calculation of a Should Cost Calculation with or without referenced master data.

The Excel import consists of two steps:

Generally, the Excel template is imported row by row. If an error occurs, the import is interrupted and an error message appears. This message contains the cause of the error, so it can be debugged straight away, e.g. the respective row and/or column number of the missing values.

Note

Updating of imported calculations is not possible: When the calculation is re-imported, the existing calculation is not updated and a new calculation is created instead.

Step 1: Import Calculation

Import Calculation

  • You are logged in as a Calculator.
  • You are in the Calculations workspace.

  1. In the ribbon, click on Manage > Create > From File.

    The FACTON - Select file to import dialog opens.

  2. Select the .xlsx file you wish to import.

  3. Click Open.

    The calculation is imported from the Excel file.

    If an error occurs, a detailed error message is displayed at the end of the import.

Hint

If you want to exclude selected Excel columns of the Excel file from the import, insert a # symbol in front of the sheet name, e.g. "#Table2".

Step 2: Publish Imported Calculation

Publish Changes

You can publish changes using the following options:

  1. In the ribbon, click on the File > Publish All.

  2. In the ribbon, click on the Local Data > Discard All.

    3. All existing changes are published.

Note

It is not possible to undo changes after publishing.