About Creating Load Files and Verifying Loads

  Perform these tasks to create and verify data load files:

1. See Requirements and Recommendations.

2. Create a file in a tool such as Microsoft Excel. Note: Although you can use a text editor, it is best to use a spreadsheet program (such as Microsoft Excel) to customize the sample code, because some text editors may not maintain the necessary line breaks.

3. Copy and paste the code provided for the data you want to load (see the appropriate topic in Loading Metadata and Data) into the file

4. Modify the code to specify the data that you want to load and the budget in which to load it, and save as a CSV file.

   In addition to specifying the member values to load, and modify variable placeholders such as Position1, Employee1, and Entity1, you can also customize the sample code by removing:

   • Placeholders for inapplicable data or data that you do not want to load without deleting the comma after the placeholder. For example, to load a start date of January 1, 2011 but to not load an end date, delete the end date but not the comma. For example, 01-01-2011,, is correct; 01-01-2011, is not.

   • Budget scenario and version used in the sample code with your actual budget scenario and version members

   • Local if you are not using a mutlicurrency application

   • Vacancy (for the Position budget detail, and the Employee budget detail)

5. Save the file in CSV format.

6. Perform a test run of the file, and then ensure that the correct metadata or data displays in the application. See Testing Load Files and Verifying Data Loads.

7. After verifying files load data correctly, run them in your production environment. See Running Load Files .