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

agoralewski
Community Manager
Community Manager

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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

1 ACCEPTED SOLUTION

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

Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

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7 REPLIES 7

NicolasArgente
Valued Contributor

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Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

NickHymes
New Contributor III

Fact. It can be a data source.

 

nick

archetype consulting

ShereenLavi
New Contributor III

How are you accomplishing this?

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

Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

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.

 


RV

agoralewski
Community Manager
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.