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Excel Template Header vs. Detail

Renee asked 5 years ago
Hello!
I want to create an Excel spreadsheet for users to use to submit their employee expenses.  We plan to import this into the PA module in GP.
Is there a way to set up an Excel spreadsheet source file such that it has header and detail records so the users do not need to enter their Employee ID 12 times if they have 12 expenses?
Since the greater organization will be entering the data in these spreadsheets and forwarding to accounting, I wasn’t planning to use the Excel templates that come with SmartConnect.  I was thinking of having the accounting staff placed a submitted Excel spreadsheet in a folder and then going into SmartConnect and running the Map.
Can I still create a template that has a header portion with the Employee ID listed once and detail records below?
Suggestions welcome!
Answers
Patrick Roth Staff answered 5 years ago
“Is there a way to set up an Excel spreadsheet source file such that it has header and detail records so the users do not need to enter their Employee ID 12 times if they have 12 expenses?”
You can’t really have two separate sections of data.  You’d still have 12 rows.  But then you’d just have a column for the employee id and they’d fill it in on the first line.
Then in the integration, you’d have to keep track of that – maybe in a global variable – and use that in a calculation instead of the actual data sent (since is blank for most rows).  Same thing with the rest of the “header” data I would think.nd then going into SmartConnect and running the Map.”
 
 
 
 
 
Renee replied 5 years ago

Thanks for responding Patrick. I think we are going to go the route of having two tabs in the Excel spreadsheet – one that is aesthetically pleasing for the user to complete and another that is just the raw data that we will use for the import. I appreciate the collaboration!


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