Exporting and Importing Model Data and Metadata

You can export and import model data and metadata to and from a .csv file.

This option offers speed and flexibility in updating models—you can export the model data and metadata, modify it, and then import it back to the model. You can also seamlessly transfer model data from one model to another.

Exporting Model Data and Metadata

To export model data and metadata:

1. Open a model.

2. From the Actions menu, select Export.

3. From the Export Type list, select whether you want to export Data, Metadata, or Data and Metadata.

   • Data—includes Account ID, Scenario, Value Type, and all Period values.

   • Metadata—includes Account ID and Account Name.

   • Data and Metadata—includes all of the available information in the model (data and metadata): Account ID, Account Name, Scenario, Value Type and all Period values.

4. From Dataview, select Input Only or Output Only.

   If the Export Type is Metadata, Dataview is not available and is set to the default.

5. Click in the Scenario box and select a maximum of five scenarios to export.

   If the Export Type is Metadata, Scenario is not available and is set to the default.

6. Click Export and Close.

   The .csv file is saved.

Modifying the Import File

Make any edits you want in the .csv file, and for faster processing, delete any rows with values you don't want to change.

Note that you can't make the following changes to the .csv file:

• Alter the account id.
• Modify account names for dimensioned accounts.
• Add additional rows.
• Modify metadata of dimensioned child accounts.

Importing Model Data and Metadata

To import model data and metadata:

1. Open a model.

2. From the Actions menu, select Import.

3. Browse to select the file and click Open.

4. Click Import.

   The Import Status dialog box reports how many rows were imported and how many rows were rejected.

   You can click Export Results to export the results of the import to a file.

Note the following about importing data:

• You can import a maximum of 200,000 cells at a time.

• Make sure you are importing data to a valid input cell.

• Make sure that the account supports the import operation.

Import File Format

Note the following about the import file format:

• You can load data for historical periods that accept input data.
• Do not include calculated accounts.

The following fields are accepted in the header:

• Account or Measure—the account key, for example, v1080:010 or v1000:020|Laptops|North (if the account has custom dimensions applied).
• Name—the name of the account, for example, Total SG & A Expense or Service Revenues/Laptops/North (if the account has custom dimensions applied).
• Scenario—the name of the scenario to which data is imported.
• Values—either Input or Output. If Values is not specified, the default is Output.
• Period—For example, 2017 or Q419.

The following are required fields, depending on the type of import operation:

• Data—Account or Measure, Scenario, and Period. (Values is optional.)
• Metadata—Account or Measure and Name.
• Data and Metadata—Account or Measure, Name, Scenario, and Period. (Values is optional.)