1. Using Replenishment Planning
  2. Import Measure Data Into a Planning Table

Import Measure Data Into a Planning Table

When working with large volumes of data, you can export data from a planning pivot table to Microsoft Excel.

After you export the data, you can edit and make adjustments to any planning measure in the spreadsheet. When you're done making changes offline in the spreadsheet, you can then import the updated planning data back into the same table. To initiate the Upload Planning Table Data scheduled process, click the Import icon on the toolbar in the opened table and then select the spreadsheet.

The spreadsheet that you import must have the same structure and format as the planning table. The imported spreadsheet can be at any level of aggregation, as long as the levels match all of the levels displayed in the table. After you select the file to import, the Upload Planning Table Data scheduled process updates the table in the background in batch mode. While the import process uploads data in the background, you can work on other supply chain planning tasks. When the upload process completes, the Import icon in the table displays a green check mark for the planner who uploaded the data.

Note: To see the uploaded data in your planning table, refresh the table after the Upload Planning Table Data scheduled process completes.

Importing data into planning tables is available for all pivot tables in Supply Planning, Sales and Operations Planning, Demand Management, Replenishment Planning, and Planning Central. Importing data isn't available for non-pivot views like standard grids or other views such as the Build Plan table.

Tips for Importing Measure Data

Here are some tips to successfully import data from a spreadsheet into a planning table:

  • The imported file must be a Microsoft Excel file with the .xlsx file extension.

  • The import process only updates editable measures.

  • The imported file must have the exact same format at the planning table. This includes the following:

    • The uploaded file and the target table must contain the same number of rows and columns.

    • The levels specified in the spreadsheet must match. The level names, such as Item or Organization, don't have to appear as the header columns, but the columns and rows that represent the level must match.

    • The members in each of the level rows and columns must be identical and in the same order. No member can be omitted and new members can't be added.

    • The measures column must have the same measures as the planning table for all combinations.

  • The imported file must have the exact member combinations and their order listed in the column and row headers of the table. All member names, such as item names and time periods, must be present in the same order in the file being imported even if there are no updates for those combinations. Typically, you can achieve the required order by exporting the table, making the edits offline, and then using the same file for import.

  • All date values must be in the correct date format.

  • If you update data directly in a table when the update process is still in progress, your updates can be overwritten if they're for the same combination and measure.

  • If multiple users import files into the same table, the import process that finishes last overrides the others. For planning tables that need frequent updates by multiple users, Oracle recommends that you create different tables with appropriate filters.

Additional Information about the Import Process

Here's some additional information about importing data into planning tables:

  • Tables with page filters aren't enabled for import. To use the table for import, remove the page filter or use member filters in the table configuration. Filters specified as member filters in the table configuration are respected.

  • The import process evaluates and imports only the first worksheet in the workbook. If the workbook contains other worksheets, the import process ignores them.

  • The worksheet can contain native Excel comments and conditional formatting. The import process ignores these comments and conditional formatting.

  • If a cell has a formula based on another cell, the import process evaluates the formula and uses the result. The other cell can be in the same worksheet or a different worksheet in the same workbook.

  • The import process uses the data security rules assigned to the planner doing the import.