1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Customizing Skills
  4. Importing Application Value List Entities
  5. Steps to Import Application Value List Entities

Steps to Import Application Value List Entities

After preparing your application entities file, follow this procedure for each skill (Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, and Planning Modules.

To import the value list entities file.

  • In Oracle Digital Assistant, go to Development > Skills and locate your extended Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, or Planning Modules skill.

  • From the sidebar navigation, click EntitiesEntities icon.

  • Under More, select Import from Value list .


    Import value list entities option

  • Upload the CSV file for the respective skill.

  • Click Train to train the skill. See Training the Skill.

Troubleshooting Tip When Creating Entities

If you are having difficulty with creating entities using a CSV file, you can try creating a few entities by hand, and then export the entities to see the required format. For more information about creating entities, see Entities in the Using Oracle Digital Assistant guide.

For more information about importing value list entities, see Importing Value List Entities in the Using Oracle Digital Assistant documentation.