Adding a file

In IBM® Controller Web, you can import journals from a text file (.csv) or Microsoft Excel spreadsheet (.xlsx) in to Cognos Controller.

Before you begin

You must specify an import specification for the file to be imported. For more information, see Defining an import specification.

In the file to be imported, you must enter a record number for each journal entry to see when the journal starts and when it ends. The record number must not have the period, actuality, journal type, journal number, journal description and company repeated on each lines.

Cognos Controller will take the information for these fields only in the first line of the record. The journal number is not compulsory and if not indicated, Controller stores the record in the first available journal number.

Example of an .xlsx file to be imported:

Procedure

  1. In the tab Add file (journals), drag a file from your computer file system or click Browse to search for the file and add it.
    The name of the file appears under File to import.
  2. Under Import Specifications, select an import specification from the list.
    Note: Only valid import specifications are displayed.
  3. Click Next.

Results

The Review errors tab is displayed.

What to do next

Fix the errors in the file. For more information, see Review errorsReview errors.