Forum Discussion

Beeswing77's avatar
Beeswing77
New Contributor III
3 years ago
Solved

Excel Template upload - Data Source setup

Hi All, I'm trying to set up some Excel templates for the uploading Budget and Forecast data.  I'm pretty happy with the Excel Template side, with the named range (XFD),  and specific header formats...
Data Integration
Import
  • AlexD's avatar
    AlexD
    3 years ago

    Hi,

    I use delimited (but I'm not sure if it matters, tbh). It sounds like you know how to set up a data source for csv, so forget everything you know and do none of it...

    Make a blank data source, ignore what you'd normally do for mapping the columns (you just don't do it). Make sure to set this: Allow Dynamic Excel Loads = True (as you noted). That is it!

    Add this pathetic shadow of a data source to your wf import channel and pretend that you did lot's of hard work on the data source (the truth is that you did all the column mapping in excel already).

    Best,

    Alex

skyzak22's avatar
skyzak22
New Contributor
3 months ago

Alex, I found your solution helpful, but I have a question. When I create this blank data source as a delimited file, do I have to convert my source file that I am uploading as a csv, or am I supposed to load the original .xlsx file in my workflow? When I tried to follow your solution, I loaded the .xlsx file in my wf and the progress bar went to 100%, but no data showed up in the import screen. I am mostly confident in my excel file and the named range and headers.

AlexD's avatar
AlexD
New Contributor II
3 months ago

Hi, it has to be .xlsx the named range needs this format. Perhaps check you have covered all of the dimensions off in your excel load file. You'll need a legitimate PoV to load to, a transformation rule profile needs to be attached to the import channel,  the period will need to be unlocked, also check you're not conflicting with any constraints that might exist on those dimensions. Also security would be something to check, but i'm assuming you are admin... If you are really struggling, make a normal data source and load a plain old .csv into it. If it works it is likely something on the excel file. I hope that helps.