1. Using General Ledger
  2. Import Budget Data from a Spreadsheet

Import Budget Data from a Spreadsheet

You can use the Create Budgets spreadsheet to enter, load, and correct budget data. To open the spreadsheet, navigate to the General Accounting Dashboard and select the Create Budgets in Spreadsheet task.

Budget Import

The spreadsheet uses the Oracle ADF desktop integration add-in for Excel, which is the same add-in used by the Create Journals spreadsheet. The spreadsheet uses an interface table called GL_BUDGET_INTERFACE and requires the Budget Entry role. The budget import uses the Accounting Scenario value set for the budget being loaded. The Run Name is used as an identifier for the imported data set.

The spreadsheet budget import:

  • Supports multiple ledgers but a single chart of accounts instance

  • Allows multiple calendars and periods

  • Supports entered currencies in addition to the ledger currency

  • Contains user-friendly lists of values

  • Performs most validations on the worksheet

  • Secures values by data access sets

Note: The spreadsheet includes a Row Status column that shows if the rows upload successfully or with errors. Use the spreadsheet where the data was entered to enter the corrections.