Plan Data Upload Starter – Directly upload plan data from a local Excel or CSV file via Story

Overview

As part of the SAC 2023 Q3 release, Planning users can now use the native story trigger to upload flat files(xlsx or csv) directly from story. It will allow the end users to mass upload the data directly from story without the need to go through the modeler.

Administrators/Process Owners can define a dedicated end-user data upload job from within the modeler and can upload a file to act as the template structure.

Story designers will have access to a dedicated ‘data import’ planning trigger (similar to data actions). Within the widget they will reference the relevant model and data upload job (described above), in addition to other default settings (e.g., target version, automatic publish).

At execution time (i.e., on trigger click), end-users will be prompted to select a source file for upload as well as the target version (if made available by the story designer)

Below is a step-by-step guide on how to enable the upload job and add it into a story.

Admin Users can create the upload job with the desired upload template which can be shared with the end users.

End users can prepare the data in the template format and upload it directly from the story using the Upload Job Starter.

 

​ OverviewAs part of the SAC 2023 Q3 release, Planning users can now use the native story trigger to upload flat files(xlsx or csv) directly from story. It will allow the end users to mass upload the data directly from story without the need to go through the modeler.Administrators/Process Owners can define a dedicated end-user data upload job from within the modeler and can upload a file to act as the template structure.Story designers will have access to a dedicated ‘data import’ planning trigger (similar to data actions). Within the widget they will reference the relevant model and data upload job (described above), in addition to other default settings (e.g., target version, automatic publish).At execution time (i.e., on trigger click), end-users will be prompted to select a source file for upload as well as the target version (if made available by the story designer)Below is a step-by-step guide on how to enable the upload job and add it into a story.Admin Users can create the upload job with the desired upload template which can be shared with the end users.End users can prepare the data in the template format and upload it directly from the story using the Upload Job Starter.   Read More Technology Blogs by SAP articles 

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