Importing Data

You can import data in CSV format.

Standard lines such as Actual workload, Forecasted Workload, Booked Workload, Plan, and Available Resources that the application generates are not overwritten when you import data with the same name. Instead, the application imports all such data as ‘Custom lines’ and displays as separate trend lines. The application overwrites data when you import non-standard lines such as overrides to standard lines, or custom lines with the same name.

Ensure that the lines in the CSV file include:

  • Bucket external ID: The external ID of the bucket selected on the Resource Info page.

  • Parent ID: This is the external ID of the parent of the line. The line would have been created using the Override function on the parent.

  • Data type: The type of data imported.

  • Name: The name of the data defined as custom line. This parameter is used to differentiate between custom lines when several custom lines are used in the same chart.

  • Date: The date of the data that is imported in ISO format.

  • Time Slot: The time slot of the data which is imported. Time slot labels are set under Time Slots on the Configuration page.

  • Capacity category: The capacity category of the data which is imported. Capacity category labels are set under Capacity Categories on the Configuration page.

  • Minutes: The number of minutes needed for the specified date, capacity category, and time slot. Depending on the type of data, this value can be historical, forecasted, planned or custom value.

Things to keep in mind when importing data:

  • Data imported from a CSV file must contain whole numbers (no decimals) only.

    Note: You cannot upload data in the Microsoft Excel format. Use a text editor to create the CSV file.
  • If you want to format the data fields, you should first export the template, make necessary changes and import the updated template into the application.

  • You can upload a file of a maximum of 1.5 MB in a single upload. If your data set is larger than 1.5 MB, upload it multiple times.

  • An error message appears when you upload a file that is too large: Error occurred during file uploading.

  • You can upload data for multiple buckets with a single upload file.