1. User's Guide
  2. Working with Forms
  3. Bulk Loading of Data Across Entities

Bulk Loading of Data Across Entities

Administrators and Power Users are able to import data for multiple entities for a given data collection period and a given dataset. This feature is useful for Administrators and Power Users to bulk populate forms using some source data from another system or to prepopulate a few columns so that the preparer only has to input data values. Loading of data is allowed for forms in the following workflow states: Pending, Open with Preparer, Open with Approver, and Open with Integrator. It is not allowed for forms that are in a Closed workflow status.

To load data across entities:

  1. From the Data Set Dashboard, select the Data Collection Period in the View dropdown.
  2. Select the Data Set you want to load to, and then from Actions, select Import.
  3. From the Import data into data set dialog, browse to the .csv file you want to load. An example of a load file across several entities is shown. Note that the Entity column has multiple entity dimension members..
    example of a .csv file
  4. Choose either Replace or Update the data.
  5. Choose the date format, then click Import.

    The Status displays showing you whether there are any errors or warnings and the Total Entities, Entities Updated as well as Total Rows Created or Updated.