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Excel upload data to planning book not working

Hello Gurus,

i have checked the online resources first before posting this thread here as this is most old topic relating to upload of excel data to planning book key figures.

Here is what i have done so far

1) from the planning book, i chose a view and downloaded the file to desktop and saved it as CSV. i populated the key figure values and saved the csv file as-is back to desktop

2) i had to remove the hdeader from the file as APO threw back an error that it could not interpret the period (header) as the number

3) when i took out the header i simply pasted the values and the file was ok

4) i went to planning book, loaded the file, checked the file and it said that the data was read and i clicked on upload the file

5) everything was green, then but i do not see the values in the grid of the planning book

what else i'm missing.

can someone please help me



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2 Answers

  • Best Answer
    Posted on Feb 20, 2015 at 02:18 AM


    1) When download, you need to select "prepare file for upload at later time".
    2) You should not change header information in the downloaded file. It is important for system to read during upload.
    3) If you encounter any error, try to solve it by changing upload setting or just post the error here to get any suggestion, instead of making changes to the header.

    Best Regards,

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  • Posted on Feb 20, 2015 at 12:30 AM

    Hi Ravi,

    I was going to suggest to read this thread (following what Dogboy 49 said about the format and his recommendations) when I realized that he was explainning this to you (LOL):

    Please note that you should not change the header..

    Anyway, you can directly paste the result of your excel into the planning book using copy and paste.

    Kind Regards,


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