Import data from one or more source files

Import data into Axiom Budget Planning and Performance Reporting from a file using either a delimited file or an Excel file. You can import from a single file or from multiple files that use the same file structure.

File requirements

When using a delimited file, the file must meet the following criteria:

• Delimiters can be any characters. Specify the delimiting character in the import settings.

• The first row of the file can contain column header names.

• Numeric values cannot be in scientific notation or formatted with extraneous characters such as currency signs or parentheses.

When using an Excel file, the file must meet the following criteria:

• The file format must be XLS or XLSX. XLSM files cannot be imported.

• The first row can contain header names.

• Each column in the Excel file translates to a column in the destination table. Each row in the file translates to a data record in the table. Blank columns and rows are ignored.

• The data in the spreadsheet must match the designated data type for the destination column. For example, if numeric values in the spreadsheet are prefixed with a quotation mark, Excel considers those values to be strings instead of numbers. This condition causes an error if you attempt to import these string values into a numeric column.

Import source files can be a maximum of 2GB. Additionally, some import features may impose a smaller file size limit. If the source file exceeds the file size limit, split the source file into multiple smaller files.