Adding a file

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

Before you begin

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

You can import a file in the following ways:
1. In the Submission Overview list for a specific company, under Actions, click the three dots icon and select Go to data import.
2. On the Populate tab, click Import data.
The Upload file tab is displayed.
Drag a file from your computer file system to the Import data to Controller window or click Browse to search for the file and add it.
The name of the file appears under Upload file.
Under Import Specifications, select an import specification from the list.

Note: Only valid import specifications are displayed. Also, if an import specification that you expected to see is not in the list, it's possible that your Controller administrator did not give you access to it. Ask your Controller administrator about your import specification access.
If the Looping by period is enabled for an import, you have to select the Actuality and the starting period fields during the file upload.
Click Next.

The Review errors tab is displayed.

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