Excel mapping template

Mapping templates establish the correspondence between data contained in imported Excel files, and variables and settings in Portfolio. Mapping templates are XML files. When you create a template, you can choose to save a copy of it as a file on your computer; for information about managing saved templates, see Manage mapping templates.

To create a template, click on on the right-hand side of the screen and enter the template's name in the dialog. Template names can be up to 50 characters long and can contain any characters except for = / \ + ; : < > @ ? | “.

The template's window contains the following tabs:

• Variables
• Project Properties
• Settings

In the Workbook Template field, select a file which you will use as reference to create mappings; it can be one of the files you want to import. When you select a file, it will be automatically opened in Excel. Portfolio will remember which file you selected and use it when you open the template for editing next time.

Note: This file must have the same data layout as other imported files.