Spreadsheet Import - Dataset

In Data Transfer, the Import Numbers spreadsheet enables you to transfer information from the spreadsheet to the Dataset. There are two formats available to import the dataset information: ONESOURCE Tax Provision and Import Rolling Pin.

Both formats allow users with Read/Write access to transfer data from an Excel spreadsheet to ONESOURCE Tax Provision. The ONESOURCE Tax Provision format uses a template where data is divided into types of data on separate sheets. The Import Rolling Pin format utilizes codes entered to identify the type of data on a row and column.

 

Note: An administrator must assign permissions for users in order to import data into Data Input pages.

Screen Entry Fields

1.In the Control Center, select the Target Dataset.
2.Select Data Transfer and then Import.
3.Click Spreadsheet import (Dataset).

Choose Format(s) and File(s) to Populate the Dataset:

4.Select OTP Format, or import_rolling_pin.
5.To open the file directory, click the Ellipsis button.
6.From "Look in", select the folder with the import file.
7.Click the "Numbers" import file.
•The file name is "user defined." You create, name, and save the file using the "Export" feature.
•You can select additional files to import by selecting a file and then Add.
8.Click Open and then Add.
9.Click Next.
10.Click IMPORT to update ONESOURCE Tax Provision.
•The import process transfers data from the import spreadsheet to the dataset.
11.For the message, "Import Complete. Please review log.", click OK.
12.Review the "Dataset Import Log file."
•When the import is complete the Import log appears.
•The log file provides a status "success" or "error" for all balances.
•You must correct the items with an error status and then re-import.
13.Click Refresh rpt data (optional).
•When you refresh the report data, the information on the report is current.