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Import data

Import Data

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Import Data tool imports data from Excel file to ZEUS Planning Finance.

Please use following steps:

 

  1. Before import, main planning table (lines and periods) must be set as needed.

    Example:


     
  2. We prepare/set data in Excel. Data must be aligned with settings in Pantheon (lines, periods), and organized as in example:



     
  3. For import we use Import Data in Import/Export Data menu.





     
  4. In Import Data tool right parameter must be selected (if exists in data). 


     
     
  5. Next, File Path must be selected and confirmed with button Open.



     
  6. After numbers are checked, Transfer button must be used for import.



     
  7. After closing tool, data are imported.

 

 

 

Topic in the PANTHEON Guide:

Related topics:



 

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