Forum Discussion

MarioGV's avatar
MarioGV
New Contributor III
2 days ago

is possible to upload data on the parent member?

hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example.

Could somebody help me? Thanks in advance and best Regards.

Mario Guerrero

Application Properties
Planning

2 Replies

  • T_Kress's avatar
    T_Kress
    Valued Contributor
    2 days ago

    For account and UD1, with the correct extensibility in place, yes.  With extensibility in account and U1 at a summary or parent level for the 5 year plan, you could achieve this.  But you have to leverage extensibility by scenario type (horizontal extensibility) to make this happen.

    For entity, the only way to load to parent entities is using parent currency adjustments.  I would not recommend that for your use case, so for entities you have to load data to base entities and cannot load or input to parent entities.  

    • MarioGV's avatar
      MarioGV
      New Contributor III
      19 hours ago

      hi T_Kress, thank you for your quick response.

      I modify the excel file to upload the data with Entity base, using a parent for Account and UD1 and when upload the file, send a message

      and the Scenario properties are:

      Maybe I'm wrong with some properties, could you please gime me more information about the Account, UD1 and Scenario properties?

      Thank you in advance.

      Mario Guerrero