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Import Data with ExcelToCI


Posted by: Brent Martin in Utilities on Feb 02, 2007
Tagged in: Untagged 

The Excel To CI spreadsheet makes it easy to import data


from Excel into PeopleSoft. It lets you enter data in a
familiar Excel spreadsheet, and when you're ready it loads
the data to PeopleSoft via Component Interface. Since
Component Interface is used, it runs the PeopleCode edit
checks that run when you enter the data on-line and it
enforces the integrity of the data as it loads. Any errors are
reported back so that you can correct them.

This article will explain step-by-step how to use ExcelToCI


to load a simple set of data (locations) into your PeopleSoft
application.

The spreadsheet is called ExcelToCI.xls and is located in Categories


your PS_HOME directory under excel folder.
3rd Party Support (1)
The PeopleBooks documentation is located at
Announcements [A] (13)
http://<YourHelpWebServer:Port>/PSOL/htmldoc/eng/psbooks/tcpi/htm/tcpi10.htm
Background (0)
#i090f42a6803232d2. Cloud Computing (1)
Contributing Blogger (8)
Before you can use the Excel To CI Spreadsheet, you’ll Enterprise RSS (5)
Integration Broker (3)
need to know the name of the Component Interface that
Jobs (1)
you’re working with as well as the WEBLIB_SOAPTOCI News (34)
web library and the SOAPTOCI web service added to one Off-Topic (3)
Oracle Fusion (16)
of your permission lists. PeopleSoft (18)
PeopleTools (34) BACK TO TOP
Process Scheduler (1)

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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

  A Day In the Life of a PeopleSoft Professional

  Child Development International

Extra Hot

Fusion CRM Users Group

IOUC Fusion Channel

It's a Feature

Jim's PeopleSoft Journal

Larry Ellison's Fake Blog

On the PeopleSoft Road

one.less.travelled

Oracle Application BACK


Users Group
TO TOP

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Import Data with ExcelToCI Page 3 of 33

If you don’t <!--[if !vml]--> Oracle Apps Lab


see the Macro
Oracle Blogs
warning
dialog, your Oracle eDelivery

security Oracle PeopleSoft Discussion Group


settings may
Oracle Web Conferencing
be set too high
to run any Oracle. Appcasts - Podcasts about Oracle
macros. Applications

Navigate to Peoplesoft / Oracle tips

Tools > Macro PeopleSoft 8.9


> Security and
PeopleSoft ERP Community Forum
double-check
your macro PeopleSoft Fans
security
Peoplesoft Global Consulting
settings.
Anything PeopleSoft License Codes

above Medium <!--


PeopleSoft Planet
will cause [endif]-->
PeopleSoft SQR
problems with
this PeopleSoft Support & Tips Blog
spreadsheet. 
PeopleSoft Technology Blog
Once the <!--[if !vml]-->
PeopleSoft Tipster
spreadsheet is
open, it is a PeopleSoft Weblog

good idea to PeopleSoft Wiki


click File >
PSAdmin
Save As and
save it to your PSoftPros
local hard
PSST0101
drive.
Search Oracle.com
 
Systematic HR

Systematic Viewpoints

<!--[endif]--> Technological Eureka

  The Industry Radar

  Today's Kid
BACK TO TOP

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Coversheet Tab University Software Development

The <!--[if !vml]--> Vendorprisey


coversheet Yahoo's PeopleSoft Fans Group
tab is a
general
worksheet
Latest Comments
that
explains
additional informati ...
how to JMeter version is 2. ...
configure I am trying to use J ...
and use For people wishing t ...
PeopleTools support ...
the utility.
Nothing to
see here. <!--[endif]-->
Archive
Move
along. September 2010 (1)
August 2010 (2)
 
June 2010 (2)
April 2010 (1)
March 2010 (1)
Connect Information Tab February 2010 (2)
January 2010 (1)
This tab is <!--[if !vml]--> December 2009 (2)
November 2009 (1)
where you
October 2009 (8)
specify the September 2009 (3)
parameters August 2009 (3)
July 2009 (2)
needed to log May 2009 (5)
in to April 2009 (1)
PeopleSoft February 2009 (1)
January 2009 (1)
and submit November 2008 (1)
data to the October 2008 (1)
September 2008 (8)
application.
August 2008 (1)
The June 2008 (4)
parameters May 2008 (6)
April 2008 (2)
you’ll need March 2008 (3)
will depend <!--[endif]--> February 2008 (1)
January 2008 (3)
on the
December 2007 (1)
environment November 2007 (8)
you’ll be October 2007 (2)
September 2007 (1)
working in. August 2007 (4)
June 2007 (2)
  BACK TO TOP
May 2007 (2)

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Import Data with ExcelToCI Page 5 of 33

April 2007 (3)


 
March 2007 (6)
February 2007 (1)
Most of the <!--[if !vml]-->
January 2007 (2)
time you can December 2006 (1)
map the November 2006 (3)
October 2006 (8)
parameters September 2006 (6)
from the August 2006 (2)
target July 2006 (4)
June 2006 (6)
environment’s May 2006 (7)
URL directly April 2006 (10)
March 2006 (21)
to fields on
February 2006 (31)
this page. January 2006 (5)
The example December 2005 (1)
November 2005 (1)
on the right September 2005 (5)
illustrates
this.
<!--[endif]-->
 
 
You may
have to ask
your
administrator
what the
default local  
node is. If you
need to
guess,
PT_LOCAL
and
PSFT_EP are
pretty good
ones. There’s
usually no
need to
change the
Chunking
Factor.

Error
Threshold
can be set if
you want to BACK TO TOP

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stop the
import after a
certain
number of
errors are
reached.

The value for


the Action
field is
populated by
the system
when the
component
interface is
retrieved from
the database,
so you don’t
need to set it
at this point.

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.
BACK TO TOP

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First, click the <!--[if !vml]-->


New Template
button. You’ll
be prompted
for your
PeopleSoft
user id,
password, and
component
interface
name.

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.

The next step


<!--[if !vml]--> <!--[endif]-->
is to tell
ExcelToCI
which fields
you want to
include for the
CI. BACK TO TOP

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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.

BACK TO TOP

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Continue the <!--[if !vml]-->


process until
all of the cells
you need have
been selected.

<!--[endif]-->

When you’re <!--[if !vml]-->


done, click the
New Data
Input button.
This will build
<!--[endif]-->
the next
worksheet  
called Data
Input.

You will get a


warning about
deleting
existing data. <!--[if !vml]-->
We don’t have ->
existing data
so just click
Yes.

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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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.

Now we’re ready


to submit this data
to the Component <!--[if !vml]--> <!--[endif]-->
Interface. But
before we do, go
back to the
Connect
Information
worksheet and
verify that the
Action field
reflects what we
really want to do.

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.

Once you verify


this is correct, go BACK TO TOP

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back to the Data


Input worksheet.

Now click the <!--[if !vml]-->


Stage Data for
Submission
button. This will
<!
build the final
[endif]-->
tab, Staging
and
Submission.
     
 

Staging and Submission


The Staging <!--[if !vml]-->
and
Submission
tab shows
all of the
data that
you’re going
to send to
<!--[endif]-->
PeopleSoft
via
Component
Interface.
It’s
formatted
for
PeopleSoft’s
purposes,
so you
might see
data broken
out on
different
lines.

 
BACK TO TOP

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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.

BACK TO TOP

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And this
shows the
data
successfully
loaded in
PeopleSoft.

<!--[if !vml]-->
[endif]-->

Dealing with Errors


Sometimes errors happen. The next example was created
by submitting the same data a second time.

Here’s what the


Staging &
Submission tab
looks if you
submit data that
is in error. <!--[if !vml]-->

If you mouse
over the error
cell, you’ll see
the error
message. As
<!--[if !vml]-->
you can tell, the
row already
existed.

If you think this <!--[if !vml]-->


is something
you can correct,
click the Post
Results button [endif]-->
which will copy
BACK TO TOP
the data back to

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the Data Input


tab. From there
you can correct
whatever was
wrong and
resubmit.

To correct this,
I’d just change
the key
information and
click the Stage
Data for
Submission
button again. <!--[if !vml]-->
>

Loading Effective Dated Tables


with ExcelToCI
If you’re populating a component with Effective Date as a key, and
you want to populate multiple Effective Dates for the same key
value, you’ll have to do some special processing. Here’s why:

Remember on the Connection Information tab, there’s an Action


field that can be either Add or Update/Display. This means that for
each row it attempts to load, it’ll either load it in Add mode or
Update/Display mode. If, for example you have the same location
with two effective dates, it’ll attempt to add the first row. This will
succeed. Then it’ll try to add the next row with the different
effective date. But since there’s already a row for the same key
values, you’ll get the “Row already exists with the specified keys”
error message

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
BACK TO TOP

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effective-dated rows to be added to the existing keys so this load


will succeed as well.

A Parting Note of Caution


As nice as the spreadsheet is, it only works on components
that have a pre-built Component Interface. A component
interface is a mapping between an external system and a
PeopleSoft component. Since it’s a mapping, the tables
and fields won’t necessarily match the tables and fields in
the database, or even the component for that matter! And
you may see fields for in-memory, or “derived work”
records that don’t really exist in the database but are used
for on-line computations before data is actually written to
the database.

Mapping to the right fields can require a bit of trial and


error, but if the Component Interface and the underlying
component are designed well (and the delivered CI's
usually are) the process should go smoothly.

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Log file after data processing


written by Jagadish S, May 25, 2007
Hello,

This is a wonderful step-by-step explanation of the Excel-to-CI


load.

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

RE: Log File BACK TO TOP


written by Brent Martin, May 25, 2007

http://www.erpassociates.com/peoplesoft-corner-weblog/utilities/import-data-with-excelt... 10/22/2010
Import Data with ExcelToCI Page 16 of 33

The log file is created in your C:Temp directory. It's called


ExcelToCI with the time stamp appended to it and a
".log" file extension.

The log file contains the actual XML message published to


PeopleSoft, timings, the response message, and other statistics.
+0

Using it in Peoplesoft ver 8.3


written by ganesh, July 26, 2007

It is very useful tool.

We use PeopleSoft Tools ver 8.22 and application 8.31. It doesn't


contain the Weblib
WEBLIB_SOAPTOCI. Can any one suggest me in how can I
implement this in my system ?

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

Do we have the Excel to CI feature in version 8.3


written by PRABHU, October 17, 2007
Do we have the Excel to CI feature in version 8.3
+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.

PeopleSoft 8.3 did have Component Interface functionality, but I


believe the cool ExcelToCI spreadsheet was new to 8.4.
+0

Q&A
written by Tarannum, December 03, 2007
Hi,

I am using the recent Microsoft 07 version. I am not getting any


template actions window on chnaging the security. Why is it so?
+0

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

Very nicely explained.

I am trying to test this, but i am getting an error as "The dwnload


of the specified resourse failed.. error occured in routine
sendSOAPRequest_GetCIShape". Has anyone encountered
this?Pl. let me know.
BACK TO TOP
TIA

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+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.

I hope this helps.

-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

Inserting Parent/Child data with ExcelToCI


written by Brent Martin, December 20, 2007
Funny you should ask, Richard. I've been struggling with
the same thing myself.

What I tell all of my non-technical users is to set the Action on the


Connection Information tab to "Create" . The first one should load
correctly, and the rest error out because there’s already a
row with those fields in the database. Then change the Action
back to Update, submit again, and the first one will error out and
the rest will load correctly.

That doesn’t work if you want to load everything using a


sequence like "NEXT". Or if you want to give your users a one-
step solution. For that, you need to hack the VBA code.

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:

Open your spreadsheet and launch the Visual Basic editor.


Expand the Modules folder (on the left-hand "Project" sidebar).
Double-click the ConvertInputData module. This module has all BACK TO TOP
of the subroutines that drive the "Stage Data For Submission"

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button. Now search for the comment “While data exists on


the data input sheet†. You’ll see some code that looks like
this:

'While data exists on the Data Input sheet


Do While LTrim(wksDataInput.Cells(lDataInputRow, 1).Value) > "
" Or LTrim(wksDataInput.Cells(lDataInputRow, 2).Value) > " "

'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

lRowCount = copyDataValues(lFirstSubmitToDbLastRow, lRows)


lDataInputRow = lDataInputRow 1

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:

Do While LTrim(wksDataInput.Cells(lDataInputRow, 11).Value) >


" " Or LTrim(wksDataInput.Cells(lDataInputRow, 12).Value) > " "

(Looks like i'm out of space. This is continued in the next


comment)
+0

Inserting Parent/Child data with ExcelToCI


written by Brent Martin, December 20, 2007
Next, we need to delete the 000 rows on the "Staging
and Submission" tab if they don’t contain data. Find the
CopyDataValues function and you’ll see a For J loop that has
a nested "for l" loop. Just under the "Next l" line, add this code:

'EA Mod Brent Martin 12/14/2007 - Remove the 000 row if it


doesn't have any data
' This will allow multiple rows to be inserted into the same
component
If Cells(j, 3).Value = "000" And Cells(j, 4).Value
ActiveWorkbook.Sheets(sSheet5).Rows(j).Delete
j=j-1
lRowCount = lRowCount - 1 BACK TO TOP

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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

re: Inserting Parent/Child data with ExcelToCI


written by Richard, December 20, 2007
With some tweaking I got it to work for my situation. This
is what I did:

Prior to the Do While loop add the following:

Dim y As Long
y=1

Then where you stated to add your code I added a modified


version for our situation (in my version its a nested k loop):

If Cells(j, 3).Value = "000" Then


If y > 1 Then
ActiveWorkbook.Sheets("Submit to Database").Rows(j).Delete
j=j-1
iRowCount = iRowCount - 1
End If
y=y1
End If

Thanks for your help. It really gave me a boost.


+0

...
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!

Having one issue... when loading PeopleSoft field types defined


as “NUMBERS†, PeopleSoft is truncating the value by
dropping the decimals (e.g. loading 15.00 instead of 15.23).
Specifically, we are trying to load data into the SALARY_GRADE
component interface. I’ve tried changing the format of the
Excel field (e.g. number, currency, text, etc.) but nothing seems
to work.
BACK TO TOP
Has anyone else experienced this issue?

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+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.

Anyways, i have a quick question now. I am trying to integrate CI


through Messages. I have currently built a CI based on the
VCHR_EXPRESS component. When i parse XML which i got as
an input from the user through the message and try to instantiate
the CI and call the Create method , it says First operand of .null --
--- error. There is a global record which gets value in the search
save code . But since CI is not supporting the search save event,
this particular record is empty and system throws this error. Is
there any workaround for this ? i mean how to pass search
record values to the Pre build code ?
+0

RE: Truncating Numbers


written by Brent Martin, January 04, 2008
I haven't seen this problem. You might create a very
small file (like 1 row) and when you click the "Submit Data"
button, check the "Generate Log" box on the Login popup
window. This will create a log file in your temp directory that will
show (among other things) the XML that is being submitted.

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.

If the decimals do exist in the XML file, then the CI is stripping


them off somehow so you might want to open a case with
PeopleSoft or do some tracing on the PeopleSoft side.
+0

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?

This isn't exactly an ExcelToCI (or even an SOAPTOCI) deal --


I'm assuming you invoke the CI directly from PeopleCode.
Without seeing your code I'm not sure how to help you, but I'd
suggest that you break it down a bit. Make the Pcode program
insert hard-coded values first just to get the silly thing working --
this will probably be the toughest part. You might create it on a
simple page with a push button so you can try and debug
different approaches more quickly. Once it works, integrate it with
your incoming message.
BACK TO TOP
I'm not sure of your requirements, but inserting data directly to

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VCHR_EXPRESS isn't technically required -- it seems like you


could write to the voucher staging tables and run the Voucher
Build process to generate the voucher. You might also take a
look at the Voucher Upload spreadsheet (can't remember what
it's called off the top of my head) and see what logic it invokes to
build vouchers. There might be an easier integration point...
+0

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 .

Here is where my problem occurs. There is a search save code


in this component which is not getting triggered when CI
executes because of which im getting the first operand of .null
error . I tried replicating the same code in the prebuild event still
system is not recognising the search record and its values. I
need help in this portion . a) How to bring the search record
values into the CI

+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.

I've tried to make CI work with the VCHR_EXPRESS component


in the past, and as I recall it's not easy (in fact I didn't accomplish
what I was trying to do). I'm not saying it can't be done, but it'll be
almost impossible to know how much time you'll need to spend
on it. If you don't have a hard deadline that might be OK, if you're
BACK TO TOP
working on a project with agressive timelines you might want to

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try another approach. Here are a couple of suggestions:

1) Look for another Component that can enter vouchers that's not
as complicated. Quick Invoice Entry comes to mind.

2) If there's not a lot of variability in your message, or if you're


sure your message won't send bad data, it might be worth just
running a SQL Trace to see what validations the Component
does, how it gets the next Voucher ID and what tables get
inserted, and duplicate those in PCode without going through CI.

Sorry I can't be more help on this one.


+0

...
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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+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.

You can trick ExcelToCI to do the more efficient approach on the


staging and submission tab. Delete all but the first 000 (header)
rows, leaving the child rows in place. Then submit it.
+0

...
written by Jeanie, July 09, 2008
Thanks for posting the great step by step.

Has anyone seen a scenario where you get an "OK" status


indicating all went well and the data was loaded, but no data was
actually written to the database?

I'm loading items via the IN_MST_ITM_XLS CI. Built template


and input a line of data to load, staged data for submission, and
clicked on "Submit Data" on the "Staging and Submission" page.
I get a status back that all is "OK", but there's no data when in
check in psoft.

FSCM 8.9 MP3, PT 8.47.05, Oracle 10G.

Thanks for any assist!


+0

...
written by sri, July 31, 2008
Hi,

I am trying to read the functional documents of some of the


financial module.Could you please let me know the link.
+0

PeopleSoft documentation
written by Brent Martin, July 31, 2008
PeopleSoft documentation is at
http://www.oracle.com/technolo...tent.html.
+0
BACK TO TOP

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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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apply the new transactions to the item's balance.

When I created an ExcelToCI to do this a couple of years ago, I


ended up writing my own Component Interface to do it. I can't
remember what was wrong with the delivered DC_PENDITEM
but it seems like it didn't have all of the fields I needed. At any
rate it simply moved items into PS_PENDING_ITEM and
PS_GROUP_CONTROL, and AR Update did the rest of the
work.

You really can't use ExcelToCi to hit other AR transaction tables


tables (like PS_ITEM or PS_ITEM_ACTIVITY), since there's no
on-line functionality that adjusts them directly and Component
Interface only works with what you can already do online.

Hope this helps!


+0

RE: VCHR_EXPRESS CI / NULL Error


written by Brent Martin, December 14, 2008
Make sure you include the level that VNDR_AFFILIATE
is on, and that you include the field in your template. You might
also include that VOUCHER_STYLE field in your template just so
you know it's being included.

There's a lot of things that go on behind the scenes when you


work with Component Interface that aren't easy to diagnose. My
rule is to include any fields (along with the relevant parent keys)
the error messages complain about. Once you get something
working, you can start removing columns one at a time until it
breaks.
+0

...
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)

#2 - Warning -- The Accounting Date entered is not the current


date. Please verify that the date entered is correct. (6000,815)

#3 - The highlighted field is required. You must enter a value for it


BACK TO TOP
before proceeding.{U_DC_PENDITEM_CI.GROUP_TYPE}

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(15,54)

#4 - The highlighted field is required. You must enter a value for it


before proceeding.{U_DC_PENDITEM_CI.ORIGIN_ID} (15,54)

#5 - Error saving Component Interface. {U_DC_PENDITEM_CI}


(91,37)

#6 - Error saving Component Interface.


{U_DC_PENDITEM_CI}".I have checked the group type and the
origini id and i have them setup in the PSFTV9.Then i excluded
those 2 columns from my CI but i also get the same error.I
mention that i have already excluded columns- that are required
as these 2- but i managed to make the Ci work.Could you please
give me an advice?

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

RE: Data Loaded


written by Brent Martin, April 15, 2009
I don't know of anything PS delivers to delete rows from
the voucher staging tables. In general, PeopleSoft doesn't make
it easy to delete data once it's in the system. There is some
archiving functionality but I've never known any of my clients to
use it. Just do what everybody else does -- write a SQL script to
delete the data.
+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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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

multiple child row insertion


written by AGNEL, April 27, 2009
i want to insert multiple child rows( withholding details) for
a single vendor_id. we have added two new table
VENDOR_WTHD_JUR and VENDOR_WTHD in the VNDR_ID
CI(delivered). but it shows the error "ROWS ALREADY EXISTS
WITH THE SPCIFIED KEYS" the child tables are in level3. can u
please help me insert multiple rows for the same vendor_id.
+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

Creating an Excel to CI template


written by Aditi Baveja, May 07, 2009
Hi Brent,

I want to configure the Excel to CI utility for a given CI and


generate data input sheet for the end user. In the sense, the end
user should not have to bother with the connection setup,
connecting to the CI, creating a new template or selecting the
input cells. He/She could directly enter values and submit them.
Any ideas ?
Thanks and Regards,
Aditi
+0

RE: Creating an Excel to CI template


written by Brent Martin, May 07, 2009
Just set up the spreadsheet for the user the way it needs
to be set, hide or protect the tabs you don't want them messing
with, and ask them to use that specific spreadsheet going
forward.
+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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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

RE: First operand .null in CI


written by Brent Martin, May 22, 2009
Unfortunately ExcelToCI is limited in what you can do
with it. You can't directly program the API, and if you need to
specify certain values to the specific search records that aren't
part of your template, you're probably out of luck. I'd either do a
PeopleCode trace or use the PeopleCode debugger to identify
the problem statements, figure out what values would make
those statements happy, then decide if there's anything you can
do in the ExcelToCi spreadsheet to provide those values. If not,
you might have to "roll your own" spreadsheet macro to call the
CI through VB code or create your own SoapToCI XML
messages and publish them to your web server.
+0

Excel to CI for voucher import using Quick Invoice Entry


CI
written by Renee, June 04, 2009
Using FSCM 8.8 tools 8.49.10. We used the Vchr_quick_pnl to
build CI and am getting OK status upon submitting the data when
we do not fill out the chartfields in the data spreadsheet. If we fill
out the chartfields either on the vchr_line_qv or vchr_dist_qv, we
get the an error. If we fill out the chartfields in the vchr_dist_qv
fields, we get the following error.

#1 - Invalid value -- press the prompt button of hyperlink for a list


of values (15,11)
#2 - Error changing value.
{VCHR_QUICK_PNL_CI.VCHR_LINE_QV.VCHR_DIST_QV
(1).BUSINESS_UNIT_PC_3} (91,34)
#3 - Error saving Component Interface {VCHR_QUICK_PNL_CI}.

This is the data that is entered(when done manually) thru the


PC_fields page via a link 'Projects' on the VCHR_QUICK_PNL. I
am thinking this might be a PC change but cannot identify where
and what.
Anyone have any ideas? Thanks.
+0

Re : Excel to CI for voucher import using Quick Invoice


Entry CI : Renee
written by chandrashekhar, June 05, 2009
make sure the field BUSINESS_UNIT_PC_3 is added into
properties of CI.
+0

...
written by Renee, June 05, 2009
BACK TO TOP

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Import Data with ExcelToCI Page 30 of 33

I appreciate your prompt feedback. Field


BUSINESS_UNIT_PC_3 is a property of CI under the
VCHR_DIST_QV Record. Any other ideas? Thank you.
+0

Excel to CI for voucher import using Quick Invoice Entry


CI
written by Renee answered, June 22, 2009
Discovered business_unit_pc_3 was trying to update pc_fields
and this was not going to happen. This has been solved by
replacing business_unit_pc_3 with business_unit_pc from the
vchr_dist_qv in the CI and spreadsheet to CI. Now it updated the
vchr_dist_qv business_unit_pc fields. Repeated efforts for all the
project info fields in the CI.

Now I need to find out how to allow it to insert multiple invoices


without having to hit 'submit data' once per invoice in the Excel to
CI. Anyone have any suggestions?
+0

Excel to CI for voucher import using Quick Invoice Entry


CI - multiple invoices
written by Renee answer, June 23, 2009
I was able to get the Excel to CI to load multiple invoices by
changing Record Peoplecode saveEdit event and the component
prebuild event. I set an indicator on the saveedit and if it was set
once it hit the prebuild event, I initialized the record again. If you
need more detail, let me know.
+0

RE: Voucher Import


written by Brent Martin, June 24, 2009
Thanks for following up, Renee. I know that was a lot of
trial and error to get that going and I appreciate that you posted
answers to your own questions here! You're probably the first
person I've known to get voucher import working on ExcelToCI.
Congrats!
+0

How to Grey-out fields in 'Staging & Submission' tab or


make fields in 'Staging & Submission' tab non-editable
written by Junaid, July 21, 2009
URGENT: How to Grey-out fields in 'Staging & Submission' tab or
make fields in 'Staging & Submission' tab non-editable?
This can avoid user to enter/change values in 'Staging &
Submission' tab
+0

Developer/Analyst
written by Bryan (Boise State), July 29, 2009
Brent,

You have a lot of great comments and information here. I have


been studying them very carefully in my attempt to get the batch
load of Location Amounts through the CI working. However, and BACK TO TOP
this is yet another parent/child relationship issue, I keep getting

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an error. I do the initial load using "Create" as the Action. Then I


am attempting to load, or update, new data with a different
effective date. I am positive that the key structure is unique,
however, I am getting the error message "Data being added
conflicts with existing data." What I don't know is where the data
conflict is, at the header record (ex_loc_amount) or the child
record (ex_loc_amt_dtl).

I noticed that in creating Component Interfaces, EFFDT is never


added to 'FINDKEYS', 'GETKEYS', and 'CREATEKEYS' in the
component interface in App Designer. It just seems that EFFDT
is not being used as part of making the key structure unique
when loading data through the component interface, however
there's not a problem when going through the web interface.
+0

Data Input Area missing Half of the Tables


written by Misha Lauenstein, July 31, 2009
Hi,
I am trying to use component interface VNDR_ID. My problem is
that when I click "New Data Input", I only get the cells from the
first section of the Template (rows 12 - 29). At first I thought it
was an overflow problem, because I had more than IV columns,
but I removed a bunch of columns that I don't need to populate,
and I still get nothing from rows 64 - 70 (Record Type A21
through A27). PS version is 8.8. Excel version is 2003.
Any ideas?
Thanks in advance
+0

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

Time Out values for resolvetimeout, connecttimeout,


sendtimeout, and receivetimeout.
written by Fred, September 29, 2009
The Visual Basic code needed to have 4 timeout settings added:
resolvetimeout, connecttimeout, sendtimeout, and
receivetimeout. According to the Microsoft web site
"http://msdn.microsoft.com/en-us/library/ms760403
(VS.85).aspx" , if this is not added the default is infinite for
resolve, 60 seconds for connect, 30 seconds for both send and
receive timeouts. Are there recommended timeouts based on
users experience?
+0

...
BACK TO TOP
written by Tamara Cooksey, October 14, 2009

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Import Data with ExcelToCI Page 32 of 33

This document is EXACTLY what I've been looking for.


I've always used the AR Upload and GL Upload
templates that were delivered with PS. Now I'm trying to
find a way to get data into the Billing Tmp tables. I have the
generic ExcelToCI template and am trying to configure it for our
data. My only question is, what Component am I supposed to use
for Billing? I "think" it's BI_INTFC, but I'm not sure. Does anyone
know if there is a list of valid CI's? I know you can get it through
App Designer, but I don't have access to it. I am a functional
user. My PS Developer is swamped with other projects so I
thought I'd give it a try. (I'm getting my IT Degree in December
and have had all the IT classes etc., so I am familiar with all of
this.)

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

RE: List of CI's


written by Brent Martin, October 16, 2009
Tamara, I'd be glad to stamp your hand and let you into
the technical club. If your mean admins won't give you app
designer access (tell Aaron and Cynthia I said hi by the way)
then you can get a list of CI's with a query like this:

SELECT DISTINCT A.BCPGNAME, A.BCNAME,A.DESCR


FROM PSBCDEFN A ORDER BY A.BCPGNAME

BCPGNAME is the component name, and BCNAME is the


Component Interface name that you'll need to plug in to your
ExcelToCi spreadsheet.

Not all components have corresponding Component Interfaces


created, so if you can't find a CI for INTFC_BI (and I'm thinking
INTFC_BI_N_VW might work), you'll have to get your developer
to create one for you.

Good luck!
+0

BACK TO TOP

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Import Data with ExcelToCI Page 33 of 33

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