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agoralewski's avatar
agoralewski
Community Manager
2 years ago

Fact or Fiction? You can use Excel Import Templates to load data into OneStream via a Workflow

You can use Excel Import Templates to load data into OneStream via a Workflow

Question Credit: Parker Laabs

Is this statement fact or fiction?

Comment your best guess below! Answers will be revealed in two weeks.

* This question is applicable to Platform 7.3.0 and may not be relevant to future releases

  • HI Shereen! You would use the excel with a specific Name range : XFD. Please have a look at the design doc and I suggest that you look at the Navigator trainings on that matter.
    CHeers

  • NickHymes's avatar
    NickHymes
    New Contributor III

    Fact. It can be a data source.

     

    nick

    archetype consulting

  • RamuV's avatar
    RamuV
    New Contributor III

    Fact!

    We can definitely use the Excel templates to load data to OneStream.

    The templates can be used to Merge or Replace.

    A frequent template I use is for People Planning adhoc loads.

     

    • NicolasArgente's avatar
      NicolasArgente
      Valued Contributor

      HI Shereen! You would use the excel with a specific Name range : XFD. Please have a look at the design doc and I suggest that you look at the Navigator trainings on that matter.
      CHeers

  • agoralewski's avatar
    agoralewski
    Community Manager

    Fact!

    Ensure the Data Source ‘Allow Dynamic Excel Loads’ is set to True to import Excel data to the Stage. OneStream will look for any named ranges in the file.