Importing data

When you import data, Detail Budgeting Administrator validates each record as it imports. Records that pass validation are imported. After 25 errors, you are prompted to either continue importing or view the error report. If you choose to view the error report, the Import process stops and the Import .htm is displayed in your default browser. If you continue importing, the report is displayed after the last record is processed. Detail Budgeting Administrator also shows a confirmation of how many successful (and unsuccessful) records were imported.

  1. Select Tools > Import > Data Entry Tables.
  2. In the Type group, select the type of data you must import. Employee data must be imported before events or global events.
  3. In the Format group, select Delimited or Excel. If it is a delimited file, indicate the character used as the delimiter. You can select a comma (,), a semi-colon (;) or a tab from the list, or you can specify any other character for a delimiter (do not select a character that is included in a member name). If the file is an Excel spreadsheet, specify the row where the data begins.
  4. In the Version list, select the version to receive the import, or select File Default to import whatever versions are in the import file. If you select a different version than that specified in the import file, the import places the data in the version you selected, not the version specified in the file. If the file includes multiple versions and you select File Default, data is imported into each version included in the import file. The list of versions is limited to only those versions to which the user has read/write access.
  5. If your import file uses IDs, select Member ID from the Import By group.
  6. In the Import File group, specify the full path and name of the import file.
  7. In the Options group, select the behavior that should apply to this import. You can select only one of the empty database options and one of the calculate views options. The calculate views options are disabled for employee types.
    1. Select the Empty database tables before import option to clear the Detail Budgeting tables of any existing data before importing the file.
    2. Select the Empty database tables and associated financial data before import option if you want to clear the Detail Budgeting tables and the associated financial data in the main database of any existing data before importing the file.
    3. Select the Calculate views and Save data option if you want to recalculate all the employee or asset views when the import is complete, save the data in the Detail Budgeting tables, and update the main financial database.
    4. Select the Calculate views and Submit data option if you want to recalculate all employee or asset views when the import is complete, save the updated data in the Detail Budgeting tables, update the main financial database, and update the submission status.
  8. Click Import. If errors are found, an error report is created and displayed in your default browser. The error report is stored in your user folder.
  9. Once all records are loaded, select Tools > Calculate Views. Then select the views to calculate. This calculates all the selected analysis views in Detail Budgeting. You can skip this step if you calculated at step 7d.