Importing the forecast data

You can import the forecast data for the selected forecast record using the Import option on the Forecasts tab. You must save all changes to the forecast group before import. Else, an error message is displayed.

To import a CSV file:

  1. Select a record on the Forecasts tab.
  2. Click Import. The Import CSV Forecast Data window is displayed.
  3. Select the Delete existing forecast details before import check box to remove all existing data associated with the import context.
    Note: If this check box is cleared, the application checks and updates the matching record or adds a new record.
  4. Browse and select the required file.
  5. Click Submit.
    Note: 
    • The CSV file must include the Value and Date columns.
    • The key and group fields must be specified.
    • The CSV file must not exceed 3,000 rows.
    • If a field contains commas or double quotes, enclose that field in double quotes.