HCM Spreadsheet Data Loader: How do I work with data sets?

Introduction, title, and music.

Data sets are simply sets of data that you want to upload to the application. Data sets in HCM Spreadsheet Data Loader, or HSDL, are about the set of data you want to load at a particular point in time. For example, if you were loading overtime records, a data set might be the overtime for a particular location for a particular period. HSDL only allows one object per spreadsheet, and loads data for that specific object. Data can only be loaded into HSDL through a data set. We can’t open a spreadsheet and start creating records, because initially there isn’t a data set; the spreadsheets always start blank.

Video fades in to maintain US location spreadsheet.

I can search for a previous data set.

In the Data Set Name field select the first record in the list.

Once I’ve selected a data set, I can search for only failed records, or all records.

In the Search Mode field select All Records.

Click Search.

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Video fades in to blank maintain locations spreadsheet.

There are two ways to create a data set. The first is to create it and populate it manually.

Click Create Data Set.

Click OK.

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Now that the data set is created, I’ll manually enter my data.

Video fades in to data entered into spreadsheet.

If I was entering a large amount of data, I could click Save to periodically save the data to the staging tables. If I’ve loaded data and I want to back it out, I can use the Roll Back option. For smaller amounts of data, like this, I can just click Upload which will save and upload the data.

Click More.

Mouse over and highlight Save option.

Mouse over and highlight Roll Back option.

Click Upload.

Click OK.

Click Refresh.

The Execution Status and the Upload Progress column give me the current status of the upload.

Highlight Execution Status and the Upload Progress column.

I can see that the upload is complete and that two rows have an error. I’ll correct the errors and upload again.

Highlight the two rows with errors.

Click to select the error message.

I might not need to edit each line with an error. Fixing one line might resolve more than one error, as in this case of duplicate data.

In the second row with error, change B200 to B300.

Click More and select Upload.

When I reprocess errors, any lines that were successfully loaded won’t be reloaded. The application will also ignore any edits to lines that were successfully loaded.

Click OK.

Click Refresh.

Click OK.

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Video fades in to new blank data spreadsheet.

The second way to populate a data set is to import the data.

Click Create Data Set.

Click OK.

Once the data set is created, I can import the data.

Click OK.

Click Import File.

Click Browse.

Double click the Maintain Locations.csv file.

Click OK.

Once I’ve imported the data, I’ll upload it, and if necessary go through the same process to correct any errors.

Click More and select Upload.

Click OK.

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I can also shape the .csv file that I want to load into a particular spreadsheet.

Video fades in to the Data Exchange page in the application.

Click Run Spreadsheet Data Loader.

I’ll find and download the .csv template for the spreadsheet.

Click the Action icon and select Download CSV template.

Click to select the downloaded CSV file in the browser downloads.

Now I can enter the data here. I need to keep the first row because that lists the data I need in each column, but I can change the column order or remove attributes that aren’t necessary for a particular use case. The other important thing to remember is that when I’m supplying data in a file, and an attribute is lookup-validated, I need to supply the lookup code and not the meaning. For example, in the active status in column E, I’d supply ‘Active’ in the generated spreadsheet, but ‘A’ in the .csv file.

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Video fades in to maintain locations spreadsheet.

Thanks for watching.