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http://www.erpassociates.com/peoplesoft-corner-weblog/utilities/import-data-with-excelt... 10/22/2010
Import Data with ExcelToCI Page 2 of 33
Reporting (2)
The ExcelToCI <!--[if !vml]-->
Sarbanes Oxley (2)
utility is a Security (10)
Microsoft Upgrade (3)
Utilities (20)
Excel Workflow (2)
spreadsheet XML (2)
with 5 tabs,
one for each
worksheet. Authors
Each
worksheet has (111)
brent (90)
a special <!-
tdjones (7)
function. Start -[endif]--> David Vandiver (1)
admin (1)
by opening the
ExcelToCI
spreadsheet.
After opening
Tags
the file you will
myblog
be warned that PeopleTools
the PTools850
spreadsheet Testing
contains
macros. Make
sure to click
Blog Roll
the Enable
Macros button. Grey Sparling PeopleSoft Expert's Corner
Extra Hot
It's a Feature
one.less.travelled
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Import Data with ExcelToCI Page 3 of 33
Systematic Viewpoints
Today's Kid
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Error
Threshold
can be set if
you want to BACK TO TOP
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Import Data with ExcelToCI Page 6 of 33
stop the
import after a
certain
number of
errors are
reached.
Template Tab
The template <!--[if !vml]-->
tab is where
you identify
the
component
interface you
want to use
and which
fields you want
to map to and
submit. The
Template
Actions toolbar
will make
everything
possible.
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Import Data with ExcelToCI Page 7 of 33
As you can
see, I’m using >
the Location
Table CI for
purposes of
this
demonstration.
When you’re
done, click
OK.
If you entered
everything
correctly, the
template will
be auto-
generated
based on the
component
interface.
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Import Data with ExcelToCI Page 8 of 33
We’ll be
working with
the buttons on
the second
row of the
Template
Actions
toolbar.
Select the
grey box
below the field
name you
want to
include in your
CI mapping.
Then click the
Select Input
Cell button on
the Template
Actions tab.
The Grey box
will change
colors to
indicate that it
has been
selected. If
you make a
mistake,
repeat the
process but
click Deselect
Input Cell.
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<!--[endif]-->
Data Tab
<!--[if !supportMisalignedColumns]-->
<!--[endif]-->
The Data Input <!--[if !vml]-->
worksheet is
where we will
enter the data
that we want to
load. The fields BACK TO TOP
[endif]-->
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Import Data with ExcelToCI Page 10 of 33
that we
selected on the
Template tab
have been
brought forward
to this
worksheet, so
all we have to
do now is enter
the data that we
want to load.
If you’re loading
new data, make
sure the action is
Create. It is
possible to update
data with the
ExcelToCI
spreadsheet too,
so if that’s what
you’re trying to do
just set the action
to UPDATE.
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If you feel
good about
the data
you’ve
entered,
click the
Submit Data
button.
The logon
box will
appear
again. Verify
your
username
and
password,
and click
OK. <!--[if !vml]--> <!
->
If the rows
load
correctly,
you should
see a green
OK button in
the Status
field of this
<!--[if !vml]--> <!--[
page.
Otherwise
you’ll see a
red ERROR.
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Import Data with ExcelToCI Page 13 of 33
And this
shows the
data
successfully
loaded in
PeopleSoft.
<!--[if !vml]-->
[endif]-->
If you mouse
over the error
cell, you’ll see
the error
message. As
<!--[if !vml]-->
you can tell, the
row already
existed.
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To correct this,
I’d just change
the key
information and
click the Stage
Data for
Submission
button again. <!--[if !vml]-->
>
So to make it work, you’ll have to create two loads. The first load
will be done with the Action field on the Connection Information tab
set to Add. It will contain just one row (and one effective date) for
each unique key field. This should load successfully.
The next load will be done with the Action field set to
Update/Display. It will contain all of the rows that you didn’t
process in the first load. Update/Display mode will allow new
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I would like to generate the Log as a text file, and have a copy as
reference. Is it possible to create one? I see a check box while
clicking on Submit Data, and I checked it to 'generate log'.
However, I am not sure where the log file is created.
Please help.
thanks, Jag
+1
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Import Data with ExcelToCI Page 16 of 33
Kindly help.
-1
...
written by Shy, August 10, 2007
Very well written explanation. Question: Do you know of
a method of linking a Customer to a Contact. I've looked at the CI
for a Company and a CI for a Contact (Person) but ideally would
like to create a CI for Company and add the Contacts to the
address book of the Company during one import... I'm new to
Peoplesoft and have tried numerous ways but without much
success.
+0
...
written by Brent Martin, August 13, 2007
I don't know the specifics, but if a delivered CI doesn't
have the data you want to load you either have to do two loads
(usually what I recommend); write your own VBA script to load
your spreadsheet into two different components; or customize the
Component to load the data you want, then customize the CI to
reference the new fields.
If you want to go the 2-loads route (or custom VBA script) you
should be able use the CONTACT_INFO component to get
contact info loaded.
+0
Software Enigineer
written by Ishtiaq Ahmad, October 24, 2007
Its really amazing step-by-step process to export data
smilies/smiley.gif BACK TO TOP
from excel to peopleSoft
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Import Data with ExcelToCI Page 17 of 33
+0
Excel to CI
written by Tojo, October 27, 2007
This is very well written document. Is there a way to
avoid loading any rows into the database table even if one row
fails to load? or in other words, is it possible to do bulk insert
instead of row by row?
+0
Engineer
written by saranga Aberatne, November 27, 2007
this is really good.
+0
Q&A
written by Brent Martin, November 27, 2007
There's no easy way to do a bulk insert where everything
rolls back if one fails to load. Component interface just isn't suited
to it. The best way would be to write your own interface using a
traditional tool like SQR or App Engine.
Q&A
written by Tarannum, December 03, 2007
Hi,
RE: Q&A
written by Brent Martin, December 03, 2007
Excel '07 is a little different -- the toolbars are gone now.
At the top in the "Ribbon", you should see an "Add-Ins" tab. Click
it, and the options should be there.
For more info about Excel 2007 and ExcelToCI, check out
http://www.erpassociates.com/p...-2007.html.
+0
Q
written by :-), December 05, 2007
Hi
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Import Data with ExcelToCI Page 18 of 33
+0
RE:Q
written by Neetha Pai, December 10, 2007
Hi..
I guess the info in the connect tab is wrong. Pl.take the template
from your PS_HOME directory under excel folder.
-Neetha
+0
PeopleSoft Developer
written by Richard, December 18, 2007
I have a tricky scenario...what if I need to do both create
and update? Say on the first row of data it contains keys and
detail that need to be created that would be 0 level and 1 level.
But on the subsequent rows they just need to be added at the 1
level. Basically mimic'ing adding a new value and entering
subsequent rows of data on a page.
+0
PS...
written by Richard, December 19, 2007
append to the above...exluding the fact this can be
achieved on the "submit to database" worksheet by removing the
extra header rows.
+0
You mentioned that if you delete the 000-level row off of all but
the first record, the child rows load under the parent record just
the way you want. So why not make the VBA code do that for
you during the “Stage data for submission†step?
Here’s how:
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Import Data with ExcelToCI Page 19 of 33
'Copy the data from the data input, check to see if a status row
exists
iDataInputColumn = 1
If ActiveWorkbook.Sheets(sSheet4).Cells
(iConstDataInputRowLabel, iConstDataInputColHome).Value =
sLblStatus Then
iDataInputColumn = iDataInputColumn 1
End If
Loop
See the "Do While" line? This looks in columns 1 and 2 to see if
there’s data, and if no data exists it figures everything has
been staged. Usually your parent record will start in column 1 (or
column 2 if you hit the Post Results button). How I approached it
was that the parent record will only contain data if I want a new
one inserted, and I only wanted to stop the loop if no data exists
in the Child row. So what you have to do is figure out what
column the child data starts in, and change the Do While to look
in those columns instead of columns 1 and 2. Assuming my child
record starts in column 11 (or 12 if somebody hits the Post
Results), here’s how the Do While will look:
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Import Data with ExcelToCI Page 20 of 33
End If
' End EA Mod
This deletes the blank 000 rows and sets the counters so that
you get a clean staging sheet with good parent-child values. After
that, you should be able to submit your parent-child data in one
shot. Let me know how it works for you!
+0
Dim y As Long
y=1
...
written by abcd, December 30, 2007
The best explanation every seen on ExcelToCI...
Thanks..
+0
...
written by Eric, January 03, 2008
Brent, thank you very much for taking the time to put
together this great document!
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Import Data with ExcelToCI Page 21 of 33
+0
...
written by Pumpkin, January 04, 2008
Hi Brent, This one is a very neat and clear explanation.
Thank Goodness i saw ur blog b4 digging into the 600 pages doc
published by PeopleSoft.
Look at the XML and see if the decimals appear there. If not, it's
some type of problem with your spreadsheet -- maybe you need
to change the format of your decimal fields or walk through the
VBA debugger and figure out what makes the decimals
disappear.
RE: Pumpkin
written by Brent Martin, January 04, 2008
Okay so let me get this straight. Integration broker
receives a message, and you have some subscription PCode (or
something) that you want to invoke CI and push the data into.
Does that sound right?
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Import Data with ExcelToCI Page 22 of 33
SENDSOAPREQUEST_GETCISHAPE error
written by SAS, January 05, 2008
After banging my head for couple of hours I figured cause
for SENDSOAPREQUEST_GETCISHAPE error. We were using
https:// for the URL but our certificates were wrong. After talking
to the admin, I changed the Protocol from https to http and
changed the port number which corresponds to http://. After
making this, it worked.
+0
...
written by Pumpkin, January 05, 2008
Thanks brent for your suggestion. I infact tried
hardcoding the values into the search record in the message
subscription and tried invoking the CI but in vain. Why i want to
use the VCHR_EXPRESS component to write the voucher
details is because -- my client does not want some sort of batch
process to run and then get back the voucher id . They want
immediate responce . Hence i thought CI approach should be
good .
+0
RE: VCHR_EXPRESS
written by Brent Martin, January 07, 2008
Sometimes to make a CI work you'll need to customize
the component or the objects it refers to. For instance, CI loads
fields in the order that they appear in the record definition, not in
the tab order of the page. So sometimes you have to rearrange
field order in record definitions to make them work. Other times
you might have to conditionally fire PeopleCode depending on if
you're accessing via CI or online.
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Import Data with ExcelToCI Page 23 of 33
1) Look for another Component that can enter vouchers that's not
as complicated. Quick Invoice Entry comes to mind.
...
written by Pumpkin, January 07, 2008
Thanks for this info brent. I will look into different
approach ..
+0
Spreadsheet Template
written by martin, January 09, 2008
Can anyone help me about the spreadsheet template to
modify?
Can I make the entry sheets to make it as one sheet? then all
codes behind it was added to a single command button?
+0
PeopleSoft Developer
written by Richard, January 29, 2008
Be sure to add the web library permission
WEBLIB_SOAPTOCI to your permission list that the component
interface resides. Been beating my head for weeks on this one.
Found this on a Google search. Besides verifying your default
node setup, this is yet another fix for the infamous "The response
text is not valid XML. Login Data cleared."
+0
PeopleSoft Developer
written by Richard, January 30, 2008
append to above...On closer look Brent has mentioned
this further up this page. Just goes to show you have to pay
attention.
+0
...
written by Barb, March 14, 2008
Hello,
I have an exceltoci populating a very simple custom
component/record. The problem we are having is with
performance. Any more then 200 lines takes hours to run, less
then 200 will run in 20 minutes or so. Is there a way to tune this
at all? The PCode excuting behind the component is minimal.
Thanks
BACK TO TOP
Barb
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Import Data with ExcelToCI Page 24 of 33
+0
RE: Performance
written by Brent Martin, March 16, 2008
That's not a lot of information to go on but I'll take a stab
at it. One common problem I've seen with the ExcelToCI code is
with how it deals with parent-child inserts. If you have the same
header row but want to insert child rows, it works like this: 1)
Look up the header row through the search record in
update/display mode & open the component, and 2) Insert a
single child row, and 3) Go back to step 1 for each child row.
Each time it takes a little longer for step 1 because there are
more child rows to load.
When you have a lot of inserts, how you want it to work is like
this: 1) Look up the header row in update/display mode, and 2)
Insert all of the child rows.
...
written by Jeanie, July 09, 2008
Thanks for posting the great step by step.
...
written by sri, July 31, 2008
Hi,
PeopleSoft documentation
written by Brent Martin, July 31, 2008
PeopleSoft documentation is at
http://www.oracle.com/technolo...tent.html.
+0
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Import Data with ExcelToCI Page 25 of 33
...
written by Gee, December 12, 2008
I have used the VCHR_EXPRESS component to build a
CI, when I test it in app designer, it works fine, however, when I
use excel to load it it i get the following error. Any help?
Errors:
#1 - SQL error. Stmt #: 908 Error Position: 0 Return: 8602 -
[Microsoft][ODBC SQL Server Driver][SQL Server]Cannot insert
the value NULL into column 'VNDR_AFFILIATE', table
'EPDEV.dbo.PS_VOUCHER'; column does not allow nulls.
INSERT fails.
[Microsoft][ODBC SQL Server Driver][SQL Server]The statement
has been termi
#2 - INSERT INTO PS_VOUCHER_ADD_VW
(BUSINESS_UNIT,VOUCHER_ID,VOUCHER_STYL
E) VALUES(:1,:2,:3)
#3 - Error saving Component Interface. {VCHR_UPLOAD}
(91,37)
#4 - Error saving Component Interface. {VCHR_UPLOAD}
Thanks
+0
...
written by laura, December 13, 2008
Hello,
I've been reading the ocmments related to your article and they
are great.I have a question for you: could you please indicate me
how can i import the open items/invoices in Receivables using
the Excel to Ci- in psftV9? I have found a ci dc_penditems but
this only imports the items/invoices from billing that are normally
in pending tables before ar update, but what can i do with the
open items/invoices for a customer that are already into the
customer balance? I have to create separate component
interfaces for all the tables that contain these open items in
receivables.Thanks a lot for your help- i mention that i am a
smilies/sad.gif
functional girl and i cannot use the VB codes
+0
...
written by laura, December 13, 2008
for GEE: as i know for now from using excel to ci, you
don't have to have into the excell the values NULL because you
will have to the message you got.try to delete the values nULL
and leave blank for taht column.That usually worked for me
everytime
+0
RE: DC_PENDITEM
written by Brent Martin, December 14, 2008
Laura, not sure if I understand your question, but
PS_GROUP_CONTROL and PS_PENDING_ITEM are the
staging tables for everything that happens in AR. You can add to
or take away from item balances by staging additional entries in
PS_PENDING_ITEM, as long as you use the same BU and ITEM BACK TO TOP
of the ones you're wanting to adjust. When AR Update runs, it'll
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Import Data with ExcelToCI Page 26 of 33
...
written by laura, December 16, 2008
thank you brent..i'll try to use the ci dc_penditem to load
an open item for a customer and then launch the ar update to
see if everything will be updated.i'll come back if i 'll have further
questions
+0
...
written by laura, December 16, 2008
hello Brent, i 'm back with another question for you : i
also had to create anoter dc_penditem_ci because the old one
didn't have the fields of vat included from the
PS_PENDING_ITEM table, bu now i have another problemWhen
trying to submit data , i got the following message "#1 - Warning -
- The Accounting Date entered is not the current date. Please
verify that the date entered is correct. (6000,815)
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Import Data with ExcelToCI Page 27 of 33
(15,54)
smilies/sad.gif smilies/sad.gif
+0
developer1
written by Rupa, February 25, 2009
If I change the name of the delivered ExcelToCI.xls, I
cannot see the log file, what do I need to do to be able to see the
log file?
+0
Developer
written by pindiwall, April 13, 2009
Once data got loaded in staging tables (vchr_hdr_stg,
vchr_line_stg, vchr_dist_stg). If for some reason we need to
delete that data from these staging tables, Is there any way we
can do it using peoplesoft. Is there any mechanism provided by
PeopleSoft to clean up these tables without using a backend
SQL
+0
PSFT Consultant
written by Sjois, April 22, 2009
I am trying to upload time sheet entries using
TE_TIME_ENTRY CI. The fields where we enter the hours
(Time1, Time2, etc) are work record fields. I can see the work
record in the CI properties, but these fields are not visible when I BACK TO TOP
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Import Data with ExcelToCI Page 28 of 33
use the CI in the Excel to CI. Any idea how to get these work
record fields into the template?
+0
RE: TE_TIME_ENTRY
written by Brent Martin, April 22, 2009
Go to app designer, open the TE_TIME_ENTRY_CI.
Make sure all of the fields you want to add are listed as
properties. Then on the Template tab create a new template and
the new fields should be visible.
+0
RE: VNDR_ID CI
written by Brent Martin, April 28, 2009
The obvious suggestions would be to regenerate the
ExcelToCI template, include all of the key and subkey fields, and
be sure you populate them on your data input sheet.
+0
...
written by a guest, May 20, 2009
Excel to CI voucher load
Brent: BACK TO TOP
I am trying to create an Excel to CI load of vouchers using a
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Import Data with ExcelToCI Page 29 of 33
Quick Invoice Entry CI. I get an error: First operand of .null -----.
Is there any workaround for this? How to pass search record
values to the Pre build code? Is there some command to use that
will pull data from the worksheet into the search record?
+0
...
written by Renee, June 05, 2009
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Developer/Analyst
written by Bryan (Boise State), July 29, 2009
Brent,
http://www.erpassociates.com/peoplesoft-corner-weblog/utilities/import-data-with-excelt... 10/22/2010
Import Data with ExcelToCI Page 31 of 33
Error
written by Young, August 26, 2009
SOS!!
Errors:
#1 - Property or collection SCC_IWI_TBL was not found in the
component interface at the given level
What does it mean? And how to insert data into the record?
Thanks for your help!
+0
...
BACK TO TOP
written by Tamara Cooksey, October 14, 2009
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Import Data with ExcelToCI Page 32 of 33
These are the CIs that I found within this blog posting (Time
Entry is my next big task!)
TE_TIME_ENTRY CI
CONTACT_INFO
VCHR_EXPRESS
SALARY_GRADE
IN_MST_ITM_XLS
DC_PENDITEM
PS_PENDING_ITEM
PS_GROUP_CONTROL
VNDR_ID
VCHR_QUICK_PNL_CI
Thanks again!!!!
-tam
+0
Good luck!
+0
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