Loading the Data Import File

As a best practice, do not load zero values.

Note:

After a data load, the values at parent periods (Quarters, Half Years and Year Total) should only be used after consolidation. Do not rely on values in parent periods or views other than Periodic until after a consolidation is executed.

To import the data file:

1. On the Home page, click Application, and then click Overview.
2. Click Actions, and then click Import Data.
3. Click Create.
4. Select the location of the data import file:

   • Local—Imports the data import file from a location on your computer.

   • Inbox—Imports the data import file from the server.

5. For File Type, select an option:

   • Comma delimited

   • Tab delimited

   • Other—Enter the delimiter character that is used in the import file. For a list of supported delimiter characters and exceptions, see Other Supported Delimiter Characters.

6. From Import Mode, select a mode:

   • Merge - Overwrite data in the application. Each record of data is imported into the cell, replacing the old data, if any.

   • Replace - Replace data in the application. In Replace mode, before the first record for a specific Scenario/Year/Period/Entity is encountered, the entire combination of data for that Scenario, Year, Period, and Entity is cleared.

7. From Accumulation Type, select a type:

   • None - Replace the existing value in the database for the record.

   • With Database - Add the data to the existing value of the cell.

   • Within File - Accumulate the cell values that are within the file.

8. Enter or select the source file:

   • If you selected Local, click Browse to navigate to the file.

   • If you selected Inbox, enter the name of the file in Source File.

9. From Date Format, select a format.
10. From Missing Data Label, specify how you want missing values to display in forms. Enter an alphabetic value that does not exceed 16 characters. You may begin the value with a # (number sign). If no value is entered, the system defaults to #MISSING.

    Note:

    If you're using a data import file that's based on a template (in other words, you ran the export data process in your business process and you're using the exported file as a template), this label must match the Missing Data Label that was defined during data export. See Exporting Data.

11. Optional: If the selected location is Inbox, click Save as Job to save the import operation as a job, which you can schedule to run immediately, or at a later time.
12. Optional: If the selected location is Local, click Validate to test whether the import file format is correct.
13. Click Import.
14. From the information message that the data was submitted successfully, click OK.
15. To view details about the import process, click Application, click Jobs, view Recent Activity, and then click the link for the import to view the details.