The Advanced Excel mapping template

The Advanced Excel mapping template functions in much the same way as the Excel mapping template.

When creating a new Advanced Excel mapping template, the template type must be specified. The template type cannot be changed once the template has been created.

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.

It is possible to create a copy of an existing mapping template. The templates that are available for copying are filtered by the template type selected. The copied template will contain all the mapping configuration.