What is the Cross Views Transfer?
The Cross Views Transfer allow you to transfer data directly from any DataView to any editable DataView, for instance keeping an Excel Schedule syncronised with a P6 Web Services Project, or downloading workpack documentations links from Asite into an Excel tracker.
Configuring a Cross Views Transfer
- From BimSens main form, in the top toolbar, open the Transfer Dialogue
- Select Cross Views and click New Transfer. The Cross Views Transfer configuration dialogue opens
- Select the Source View to read values from, and the Target View to write values to (If a DataView is not available in the Target View drop down, this may indicate that the DataView is not editable)
- In the Matching section, select the column(s) from the Source View to match to the column(s) of the Target View
- In the Mapping section, under Transfer, select the Source Column to transfer onto the Target Column. Note that since you can have more than one row in the Source View matching each row in the Target View, you must also specify a Transformation, which is the aggregation rule to apply when multiple records are found. The aggregation rules are the same as the one for the Pivot
 TRANSFORMATION FOR SINGLE MATCH
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If you don't care about multiple matches, you can set all the aggregation rules to First.
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- Tick the option Transfer new values only if your Source View is only a partial update and contains Null values that you want to ignore. When this option is not ticked, existing values in the Target View are are overwritten even when the Source View value is Null.
- In the New Records section, with DataView that support creation of new records, you can select an Action to run to create records that are found in the Source View and not in the Target View. Select the Source Column to map to the Action Parameter and choose a Transformation rule to aggregate multiple records with the same Id.
