Uploading from Excel

An Excel spreadsheet that is used as an import source represents one or more ranges. The first cell of a range contains the name of the Oracle Hyperion Financial Data Quality Management, Enterprise Edition table to be imported. The second row of a range contains the column names of the table identified in the first row. Rows 3 and higher contain the data to be loaded to FDMEE.

Range names begin with the FDMEE import identifier ups, for example, upsCategory. When imported tables are related, the parent table must be imported prior to the child table. Range names process in alphabetical order. To ensure the correct parent-child order, assign range names such as upsAParent and upsBChild.

Also note the following behavior when uploading data from Excel:

Data is only inserted. It cannot updated or deleted.
Data is not validated.
When FDMEE encounters a duplicate row, the row is skipped.

To upload data from an Excel spreadsheet:

On the Setup tab, under Integration Setup, select Excel Interface.
From Excel Interface, and then Upload from Excel, in File, enter the name of the Excel file to upload.

You can also select a file by clicking Select, navigating to the file on the Select screen, and then clicking OK.
Click Upload.
Optional: To open the downloaded Excel file, next to the File name field, click Select.
Optional: You can also click Upload and browse to and select an Excel spreadsheet from an alternate directory.

When the Excel spreadsheet is uploaded correctly, the Status pane shows the processed ranges, and the message: "File imported successfully" is displayed.