1. Using U.S. Federal Financials
  2. Manage SAM Data in Microsoft Excel

Manage SAM Data in Microsoft Excel

You can download, analyze, and edit SAM data in Microsoft Excel spreadsheets that are integrated with Oracle Visual Builder Add-in for Excel. After you work with the data, you can upload your changes back to U.S. Federal Financials.

You can use Excel spreadsheets to download and work with the following SAM data:

  • SAM business unit assignments: You can assign multiple business units to multiple UEI-EFT indicator records using the SAM Business Unit Assignments worksheet. You can also edit or delete the SAM business unit assignment data.

  • SAM trading partner details: You can add multiple UEIs for a trading partner using the Manage SAM Trading Partners worksheet. You can’t edit or delete the SAM data.

The spreadsheets are delivered ready-to-use and contain all the information for the SAM trading partner. You can download the spreadsheets from the Manage SAM Trading Partners page and then follow the instructions in the Instructions worksheet to install and enable the add-in.

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