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Importing Data from Excel

The system provides a dedicated tool for importing data from files.

The process consists of two main steps:

  1. Set up file templates — export Excel table structures with or without values.
  2. Import data from Microsoft Excel files — upload completed Excel files containing values.

[!NOTE] You cannot import an Excel file with an arbitrary structure into NeoPlan.

Before importing data, export an Excel template from NeoPlan.

File Template Settings

To configure file templates, open:

Import → Import Settings → File Templates Settings

[!TODO] Screenshot required Original caption: Figure 6.26. File templates settings tool

The File Template Settings window contains three sections:

  • General Parameters
  • Export Settings
  • Export Log

[!TODO] Screenshot required Original caption: Figure 6.27. Export to file window

General Parameters

General parameters simplify applying the same filters across multiple Input Forms.

Fill in the following fields:

Field Mandatory Description
Time interval Yes Interval to be included in exported template files
Export mode Yes Defines which lines will be exported
Budget process No Budget Process used for data entry
Scenarios No One or more scenarios included in template files
Entity No Entity filter

Export Mode Options

Option Description
All available lines with values Exports all valid combinations with and without values
All available lines without values Exports all valid combinations without values
Only lines with values Exports only valid combinations containing values

[!NOTE] If a Budget Process is selected:

  • Scenario parameter is filled automatically.
  • Scenario, Periods, and Entity filters are filled automatically according to Budget Process settings.

Export Settings

The Export Settings section is used to design the Excel template structure:

  • Set filters for Input Form dimensions.
  • Select Input Forms for export.

Designing Template Structure

Design the template structure using the same approach as Input Form layout configuration.

[!NOTE] Differences from Input Form layouts:

  • Only one table is used because Excel exports are flat tables.
  • Only the Periods dimension can be allocated to columns.
  • Multiple dimension elements may be selected in Filters.
  • The Counterparties dimension must always be placed before the Agreement dimension.

Configure Dimensions

To configure dimensions:

  1. Select an Input Form in the Export Settings section.
  2. The system automatically loads dimensions assigned to that form.
  3. Allocate dimensions between:
  4. Filters
  5. Rows
  6. Columns

General filter settings from the General Parameters section are displayed automatically.

[!TODO] Screenshot required Original caption: Figure 6.28. General parameters

You may also configure individual filters for a specific Input Form.

[!TODO] Screenshot required Original caption: Figure 6.29. Individual parameters

[!NOTE]

  • One template file is generated for each selected filter combination.
  • If two filter dimensions each contain two selected elements, four files (2×2) will be generated.
  • The system generates all valid combinations of dimensions allocated to Rows.
  • To reduce generation time and file size, select only the required elements.
  • Template generation uses valid-combination settings defined in the system.

Select Forms for Export

Select forms by checking the corresponding boxes.

You may also use:

  • Check all
  • Uncheck all

[!TODO] Screenshot required Original caption: Figure 6.30. Check the forms to be exported

Export Templates

After configuration is complete:

  1. Click Export.

[!TODO] Screenshot required Original caption: Figure 6.31. Export button

  1. Select a target folder.
  2. Click Select Folder.

Files will be saved automatically.

[!TODO] Screenshot required Original caption: Figure 6.32. Export data button

[!NOTE] Depending on browser settings, the browser may request a target folder for every generated file.

To avoid repeated prompts, configure a default download folder in browser settings.

After export is completed, the Export Log is displayed.

[!TODO] Screenshot required Original caption: Figure 6.33. Export log

[!NOTE] Template export settings can be saved and loaded using the standard Layout Management System.

Import Data from Excel File

To import data from Excel files, open:

Import → Import Data → Import from Files

[!TODO] Screenshot required Original caption: Figure 6.34. Import data from files tool

The Import from Files window contains two sections:

  • Files
  • Data for Import

[!TODO] Screenshot required Original caption: Figure 6.35. Import data from files window

The import process consists of three main steps:

  1. Add files
  2. Scan data
  3. Import data

Adding Files

How to

  1. Click Add Files.
  2. Select one or more files.
  3. Click Open.

[!TODO] Screenshot required Original caption: Figure 6.36. Adding files

The selected files appear in the Files section.

[!TODO] Screenshot required Original caption: Figure 6.37. Added files list

View a File

  1. Select the file.
  2. Click View File.

[!TODO] Screenshot required Original caption: Figure 6.38. Viewing file

The file opens in Excel format.

[!TODO] Screenshot required Original caption: Figure 6.39. Data in Excel format

[!NOTE] If values are modified in the opened file, save the file under a new name or location before importing it back into NeoPlan.

Remove a File

  1. Select the file.
  2. Click Remove.

Scanning Data

Click Scan Data.

The system validates imported data and checks for issues such as invalid dimension elements.

The scan results are displayed in the Data for Import section.

[!TODO] Screenshot required Original caption: Figure 6.40. Results of the data scan

[!NOTE]

  • The Counterparties dimension must always be located before the Agreement dimension in the Excel file.
  • Dimension element names must exactly match names displayed in Input Forms or Reports.
  • Dimension names can be copied directly from Input Forms or Reports.

Display Names Used During Validation

Object Field Name
Budget indicators Name
Periods Name
Scenarios Name
Departments Name (Custom Code)
Contracts Name
Counterparties Name (Custom Code)
Currency Name
Entities Name

Scan Errors

If errors are found:

  • The Scan Error column displays an error indicator.
  • The Dimension column is highlighted in red.

[!TODO] Screenshot required Original caption: Figure 6.41. Results of the data scan (errors)

Correct the file, upload it again, and repeat the scan.

Importing Data

If no errors are found:

  1. Click Import Data.
  2. Wait for the import process to finish.

The system displays a completion notification.

[!TODO] Screenshot required Original caption: Figure 6.42. Completing data import

Imported data becomes available in Input Forms and remains editable by users.

To determine whether data was entered manually or imported from a file, check the Source Type column in the Manual Data Entry Log.