Prepare your data for the Planning Wizard

Use the built-in intelligent budget Planning Wizard to help you easily create a budget from an Excel file.

The Planning Wizard guides you through the setup of your budget structure, so that it reflects your organizational hierarchy, management, and budget-ownership structure. Your data and meta-data are then loaded and matched to the dimensional hierarchy you define for your budget structure, making it easy for you to get your budget up and running quickly.

Download the Planning Wizard template (Excel, 12 KB) to use as a guide to prepare the data you intend to import.

Consider the following points before you upload your Excel file to the Planning Wizard:

• Data from your Excel file can only be imported from one sheet. If your file has more than one sheet or hidden sheets, only the first visible sheet in the workbook is imported. In addition, if there's filtering or hidden columns in your worksheet, the sheet is imported as it appears.

• Lines with the same name, account number, dimension values, and currency are merged into one budget line. Any comments and tags are also added to the budget line.

• If you work with multiple currencies, and the currency value is the only distinction between some of your budget lines (same account, dimensions and dimension values), we recommend that you add a duplicate currency column with a different dimension name to your Excel file. Then, map it as a dimension, while the first column is mapped as Currency. If a Currency column doesn’t already exist, add one to your file and map it as a dimension.

• If your account number appears as part of a GL accounting string or part of an account structure, make sure to split it out by columns to the dimensions represented in your accounts.

  For example: