Importing data using Excel
You can use Excel to import data into a model or database that is accessible to Supply Chain Planning from a connectionLinks to models or databases that are located on SupplyChainGuru.com. Connections are generated automatically when models are uploaded to the server.. When you import data from a spreadsheet, the following occurs:
- A table is created in the model or database for each worksheet in the spreadsheet.
- A Supply Chain Planning app is created with the same name as the spreadsheet.
- In the new app, an app board is created with a grid or chart planner widget for each worksheet in the spreadsheet.
- On the Navigation toolbar, click Design Studio .
- In the Design Studio pane, at the top of the Projects section, select a project.
- Click , and choose Create From Excel File.
- In the Create From Excel File dialog box, for Connection, specify a connection. Each worksheet in the imported Excel file will be added as a separate table that is accessible using the specified connection.
- In the Import dialog box, do one of the following:
- Click Select File and specify the Excel file that you want to import.
- Drag and drop the Excel file onto the Import From File box.
- Click Import.
- If you have the same column in multiple worksheets, use the same name for each instance of the column. Examples of data categories that may appear in multiple worksheets include ProductName, CustomerName, or SupplierName.
- Take the data from separate worksheets and combine it within fewer worksheets, when possible. However, only combine data of the same granularity. For example, don't combine totals with line item data.
- The name of each worksheet should clearly identify the data it contains.
Last modified: Thursday September 20, 2018