1. Import and export data
  2. Import Data into Models
  3. Examples of Importing Data into Lists

Import Data into Lists Example

An example of the format required for the import of a multi-level hierarchy is shown below. The text file should consist of three columns: Item Name, Parent and Code. Only the Item Name column is compulsory.

When importing for the first time, be sure to include any subtotals and grand totals in the item name column, together with its immediate parent. This method ensures there can be no double-counting. If you make sure the parent is filled in, apart from the grand total at the very top of the hierarchy, it ensures there can be no omissions from the hierarchy either.

Example of Import into Lists using Subsets

The text file below shows a typical text file that can be used to do an import. Two subsets have been created to identify which of the organizational units belong to the consulting and machine profit centers. This is a Boolean flag TRUE or FALSE that determines if it is included in the subset.

Can I import parallel hierarchies?

Parallel hierarchies are perfectly possible, but are not created as part of the import. Instead, import a list formatted property and use the SUM function to add up into the parallel hierarchy.

Can I import parent hierarchies?

Yes, it is possible to import a column that lets you roll-up one hierarchy into another pre-existing parent hierarchy. On the Configure tab, select the list to be used as the parent hierarchy.

For example, you can create a parent hierarchy consisting of employees rolling up into cost centers, rolling up into regions.