My Collaborate 18 presentation

Collaborate 18 presentation by Dayalan Punniyamoorthy from Dayalan PunniyaMoorthy

Loading numeric & non-numeric data directly into Planning application in PBC/EPC via the Simplified Interface

Let's see how to load numeric & non-numeric data directly into Planning applications in PBC/EPC instance via the Simplified Interface without using the Data Management.

Method: Using the Source Type Planning

If an import error occurs during a Planning data load, the import will continue to load valid data (partial load). Any errors will be noted in the import and export status.

All we need is the data to be loaded in a specified format to get loaded. The format should be like the following file, (CSV Format)

In this case, we are loading the data to the Account members for Jan to Jun period for the specified POV and for the Database Plan1

You can export the data from the Planning application via the Simplified Interface to get this format.

To export, the data click on Navigator 

Go to Application - Overview