Setup

The zip file is not imported into OneStream directly. It should be downloaded to your PC in order to update the desired sample template. After the template is updated, it can be imported into OneStream via the Workflow or loaded to a custom table.

Details on each template and field can be found in the OneStream Design and Reference Guide under LoadingData via Excel Templates or CSV in Chapter 3: Data Collection Guides.

Workflow Excel Import Templates

There are a variety of import templates you can use with Excel. The follow sections describe the benefits and usage of each template.

Cell Detail Import Template

Import Cell Detail information to a specific intersection in OneStream. Header Rows specify the location to which the Cell Detail is loaded. Data Rows contain the Cell Detail amount and additional information to import to the specified location.

Form Import Template

Import Form information to a specific intersection in OneStream. Header Rows specify the location to which the Form data is loaded. Data Rows contain the Form amount and details to import to the specified location.

Form Matrix Import Template

Import Form information to a specific intersection in OneStream. Header Rows specify the location to which the Form data is loaded. Data Rows contain the Form amount and details to import to the specified location. Matrix forms can only be used to matrix on up to three dimensions.

Journal Import Template

Import Journal information to a specific intersection in OneStream. Header Rows specify the location to which the Journal data is loaded. Data Rows contain the Journal amount and details to import to the specified location.

Custom Table XL Templates

Modify Excel files that you will import into custom tables before importing them.