1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integration Tasks
  3. Loading Data
  4. Using Excel Trial Balance Files to Import Data
  5. Downloading an Excel Trial Balance Template

Downloading an Excel Trial Balance Template

To download an Excel trial balance template:

  1. On the Workflow tab, under Data Load, select Data Load Workbench.
  2. From the Download Template drop-down, select Trial Balance.
  3. From the Open screen, open or save the template and click OK.