Understanding the Excel-to-Component Interface Utility

Use the Excel to Component Interface utility and component interfaces to upload data from Microsoft Excel into PeopleSoft databases. Each source workbook contains both worksheets and Excel Visual Basic code modules that execute business logic for each transaction.

Use the Microsoft Excel workbooks as a template to create worksheets that are specific to the business logic that you need to use when you are uploading data to the PeopleSoft system. You can copy the data input sheet to other workbooks for distribution without copying the code modules.

The code formats spreadsheet data into a PeopleSoft readable Document Object Model (DOM) structure, and submits it to the PeopleSoft database. Next a PeopleCode program parses the DOM structure and uses the component interface to create entries in the PeopleSoft database, validating the data submitted against the business logic that is built into the PeopleSoft component. Because the component interface is a wrapper around the component, all logic applied during data entry is applied when you are loading data through this tool.

The component interface executes all the necessary PeopleCode events and the field-level edits. Based upon results from saving the component interface, another DOM is created in the PeopleCode that returns success, warnings, errors, or a combination of the three to the Microsoft Excel document. Records in error can be corrected and resubmitted.