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Adaptive Planning
Last Updated: 2023-06-23
Import Dimensions and Dimension Values

Import Dimensions and Dimension Values

Security:
  • Model includes: sheets, accounts, dimensions, and formulas
     permission.
  • Structure Import
     permission.
Create many dimensions and dimensions values, or make bulk changes to existing ones, with the import function. You can either:
  • Export the current structure, which you can modify in Excel before importing. When you want to make changes to version availability, we recommend using the export function.
  • Download the Excel template, and fill out the blank
    Import
     tab.
When preparing an Excel spreadsheet for import, don't leave more than 1 blank row between rows. The import ignores all rows after the 2nd blank row.
To avoid import errors, don't alter the Name and Code pairings controlled by the workforce planning configuration manager.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Dimensions
    .
  3. As you complete the task, consider:
    Option Description
    Generate printable view
    Downloads existing structure, so you can make changes to it.
    Import dimension structure
    Provides the
    Download template
     link, so you can make changes in a blank template. Instructions are in the first tab of the template.
  4. Complete the blank template or make the changes to the exported file and save to your computer.
    Don't leave more than 1 blank row between rows.
    To improve the performance of the
    Remove
     import option, delete all the columns in the spreadsheet except:
    • Dimension Name.
    • Dimension Value Name.
    • Dimension Value Code.
  5. (Optional) To change version availability in the blank template, add a column for each version and enter the exact name of the versions in the header row.
  6. Return to
    Modeling
    Dimensions
    .
  7. From the toolbar, click
    Import dimension structure
    .
    If you don't see the import button, you don't have the
    Import Structure
     permission.
  8. As you complete the task, consider:
    Option Description
    Update and append
    Recommended option:
    • Adds new dimensions and values.
    • Updates existing dimensions and values that you included in the import.
    • Leaves dimensions and values that you didn't include in the import as-is.
    Remove
    Use this option to remove any unused dimension values included in the import. No other changes get imported with this option.
    Reload
    Use this option with caution:
    • Adds new dimensions and values.
    • Deletes and replaces any dimension and values if the dimension in the import file already exists.
    • Fails if you include any existing dimensions that are in use.
  9. Select your file.
  10. (Optional) After you select your file and if you selected
    Update and append
    , the
    Ignore version availability columns to improve processing time
     check box displays.
    • Select the check box to keep version availability as-is and improve the processing time of the import.
    • Clear the check box to make changes to the version availability with the import.
    This check box only displays when you select
    Update and Append
    , and after you select the file to upload.
  11. Click
    Upload
    .