Concept: Import Data
Whether you are just beginning to use
Adaptive Planning
or you need to update an existing model, getting your data from another source system into your model requires a data import. You can choose to:- Import automatically with an integration. Organizations with Integration can use a Planning Data Loader that you can schedule with an Integration Task.
- Import manually using Import spreadsheet data or Import Transactions if you have Transactions enabled.
You may be asked to map account names, level names, and dimension names in the spreadsheet to their corresponding values in
Adaptive Planning
. You can view and modify any existing manual import mappings you previously made by clicking Import Account Mappings, Import Level Mappings, or Import Dimension Value Mappings under .On upload, your data automatically maps to the best fit for the data contents. You can also manually adjust:
When you import data, you’ll continue to see the original values while a background process merges the imported data into
Adaptive Planning
. This background process typically only takes a few seconds and enables Adaptive Planning
to serve user requests for report and sheet views without waiting for the import to complete. In rare instances, this background process can take up to 5 minutes to complete. Manual Imports
When you import data manually, Adaptive Planning
examines each row of the import file to check if matching data already exists in the system. Adaptive Planning
looks at what dimensions are used, and if data exists in the same level, account, time period, and version. If a row key exists, we also match to the row key column or columns.
If data exists in the system at the same location, the import replaces it. This replacement occurs row by row. The import does not replace everything at once.
Example: You perform two imports where your first import file loads data that your second import file does not contain. That existing data will remain after the second import.
If you want to delete all of the data in a particular column, include the column and leave its cells blank in your spreadsheet import.