Edit a Simulation Set from a Spreadsheet

You can download simulation set data into a spreadsheet, make edits, including certain updates, additions, and deletions, and then upload it back to the simulation set.

In the Plan Inputs work area, while working with the Items or Supplies and Demands table in a simulation set, use the Edit in Spreadsheet option in the Actions menu to download the table rows into a Microsoft Excel file.

Note: Before working with spreadsheets, you must download and install the desktop integration installer that is available under Navigator > Tools. Otherwise, you can't download information into or upload information from spreadsheets.

To edit the data in the Items or Supplies and Demands table of the simulation set in a Microsoft Excel spreadsheet, follow these steps:

1. In the Plan Inputs work area, click the Plans panel tab.

   Note: The simulation set can also be edited from the Planning Central, Sales and Operations Planning, and Supply Planning work areas. However, the Supplies and Demands table is available in the simulation set only when it is edited in the Supply Planning work area.

2. In the Plans panel drawer, do the following:

   1. Expand the list of simulation sets.

   2. Select the simulation set that you want to edit, right-click, and click Open. The simulation set opens.

3. In the Open menu, select Full Pane. The Open Table, Graph, or Tile Set dialog box opens.

4. Select the Items or Supplies and Demands table, and click OK. The table opens in a page in the simulation set.

5. Perform a search for the table rows in the simulation set.

6. In the Actions menu for the table, click Edit in Spreadsheet. A dialog box opens and prompts you to save or open a Microsoft Excel file.

7. Open the spreadsheet. The Connect dialog box opens and prompts you to connect to the URL for the application.

8. Click Yes. A dialog box opens and prompts you to type your credentials.

9. Sign in with your credentials for the Oracle Fusion Cloud Applications Suite. The spreadsheet is refreshed with the data in the simulation set.

10. Edit the data.

    Task	Steps
    To add an item to the Items table of the simulation set	Click the Add Item icon in the Items menu of the spreadsheet, and provide values in the Add Item dialog box that opens. You can add an existing item or create an item that is based on an existing item.
    To create an order in the Supplies and Demands table of the simulation set	Click the Create Order icon in the Supplies and Demands menu of the spreadsheet, and provide values in the Create Order dialog box that opens. (Not applicable to sales and operations planning.)
    To edit a row	Modify the values in the row cells that are not grayed out. A symbol appears in the cell under the Changed column for the row.
    To delete a row	Click the corresponding cell in the Mark for Deletion column. A symbol appears in the cell to mark the table row for deletion. To deselect the row, click the cell again.

11. Click the Upload icon in the Items or Supplies and Demands menu. In the Upload Options dialog box that appears, select the check boxes for the options that you want to use, and click OK. The data is uploaded to the simulation set.

12. Save the simulation set. The changes are displayed and marked with colored symbols.

13. Save and close the spreadsheet.