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

Forum|Forum|3 years ago
June 15, 2023
6 replies
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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

Veteran

Newcomer

Fact. It can be a data source.

nick

archetype consulting

B

BenThompson

Newcomer

Fact

S

ShereenLavi

Newcomer

How are you accomplishing this?

N

NicolasArgente

Veteran

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

R

RamuV

Member

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.

amccollum

Author

Community Admin

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.

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

Is this statement fact or fiction?

Fact!

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