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Adaptive Planning
Last Updated: 2023-06-23
Import Attributes and Attribute Values

Import Attributes and Attribute Values

Security:
  • Model includes: sheets, accounts, dimensions, and formulas
     permission.
  • Structure Import
     permission.
Create many attributes and attribute values, or make bulk changes to existing ones, with the import function. You can either:
  • Export the current structure, which you can modify in Excel before importing.
  • Download the Excel template, and fill out the blank
    Import
     tab.
When preparing an Excel spreadsheet for import, don't leave more than 1 blank row between rows. The import ignores all rows after the 2nd blank row.
  1. Select
    Modeling
     from the main menu.
  2. Click:
    • Account Attributes
      .
    • Dimension Attributes
      .
    • Level Attributes
      .
    Once you select one of these options, you can use the first drop-down prompt in the toolbar to get to the other attributes.
  3. As you complete the task, consider:
    Option Description
    Generate printable view
    Downloads existing structure, so you can make changes to it.
    Import dimension structure
    Provides the
    Download template
     link, so you can make changes in a blank template. Instructions are in the first tab of the template.
  4. Complete the blank template or make the changes to the exported file and save to your computer.
    Don't leave more than 1 blank row between rows.
  5. Return to the appropriate page, and click the import button from the toolbar.
  6. As you complete the task, consider:
    Option Description
    Update and append
    Recommended option:
    • Adds new attributes and values.
    • Updates existing attributes and values that you included in the import.
    • Leaves attributes that you didn't include in the import as-is.
    Reload
    Use this option with caution:
    • Leaves any attributes and values that you didn't include in the import as-is.
    • Deletes and reloads any attributes or values in the import that match existing ones.
  7. Select your file and click
    Upload
    .
When you reload attributes, you must retag:
  • Dimensions.
  • Levels.
  • Accounts.
Also add the attributes values to reports and sheets again.