Troubleshoot: unable to import or export Excel files

Before you begin

You cannot upload Microsoft Excel file data in the Planning tool, or export Excel file data from Planning.

About this task

Planning uses the .CSV file format for uploaded data, and does not support default Excel file formats such as .XLS and .XLSX.

Adopt .CSV as your standard data file format when using the Planning tool. You can export your .CSV budget to your computer, make changes to the .CSV file in Excel, and then import the new .CSV file back to Apptio.

Procedure

Saving Excel files as .CSV
1. Open Microsoft Excel and open the file you wish to upload to Apptio. Make any necessary adjustments.
2. Click Save As and select the (*.csv) file format.
  
  A new .CSV file is created. You can edit .CSV files within Excel, allowing you to make adjustments as needed before uploading your files.
Import .CSV files to Planning

When importing .CSV files, you are replacing all current line item data with those of the imported file. There is no data merge or addition when importing files into Planning.

For more information, seeLearn more about entering or importing line item data in Planning.
Export .CSV files from Planning

Files exported from Planning to your computer will be in .CSV format by default.

For more information, seeLearn more about exporting and populating line item tables or layouts in Planning.