Import from Excel
- Last UpdatedJul 05, 2024
- 1 minute read
A Perspective can be imported from Excel through the following steps.
To import from Excel
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Open the Perspective Root.
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Import from Excel.
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Select the desired .xlsx file.
Note: The name of the Perspective Root record has to be the same as the name of the remote in the .xlsx file, otherwise the import will fail. If the Perspective Root import fails, the Perspective child import is aborted.