Import To BR Report
Explanation
This activity is used to import external data to a Business Reporter report.
This functionality is closely related to Writeback support in Business Reporter.
Only values of
measure items and light items entered in the writeback enabled cells of the Business Reporter report
will be replaced with external data.
Once the external data is imported, the data values can be written back using
the Writeback functionality of IFS Business Reporter.
Prerequisites
In order to perform this activity:
- An ordinary Excel file, without Business Reporter, previously exported
from Business Reporter and then updated with new writeback data must exist.
- The original Business Reporter report should be available in the
Business Reporter Export Archive.The report should have been saved in the archive during
export using the Export to Excel File for Later Import option in IFS Business
Reporter.
System Effects
As a result of this activity, the target Business Reporter (BR) report, i.e.
the original BR report saved in the Export Archive during export operation, will have the values of its writeback enabled cells replaced with the
external data from the Excel report used as the import source.
Related Process Model
Import to BR Report
Export to Excel
Related Activity
Export Excel File for
Later Import
Procedure
- Open Business Reporter client and log in.
Note: if you want to import data to a
BR report that is saved in the local disk, then open the
BR report from the local disk.
- In the IFS Business Reporter ribbon click
Import from Excel
to open the Import from Excel Report dialog box.
- Click in the Source File tab to select the
Excel report that is updated with the external data to be imported.
- Select the Sheet Selection check box to view all the sheets of
the Excel report. The Selected check box will be selected for all the
sheets by default.
- Clear the Selected check box for the sheets you do not want to
import.
- Click on the Target BR Report tab.
- Select Report from BR Export Archive. Then select Re-execute Before Import only if required.
Note: Layout changes that could
result in values being imported to incorrect locations may occur if the Business
Reporter
report is re-executed before import.
Select Current BR Report
if you initially opened the Business Reporter report to which external data should be
imported (refer step 1).
- Click Import to close the dialog box and import the external
data.