Uploading and Downloading Data from Spreadsheets

Uploading Data

After creating and modifying your spreadsheet, you can upload the data to Oracle E-Business Suite.

Note: Not all spreadsheets support upload.

Note: Oracle Web Applications Desktop Integrator is designed for transactional worksheet uploads and is not meant to be used for mass data uploads. If you need to perform a mass batch upload, you should review the documentation for the relevant product to evaluate the open interface tables exposed by that product for such uploads. The Oracle Web Applications Desktop Integrator framework has been tested with up to 100,000 rows, though results may vary depending on the number of columns in the spreadsheet, which determines the total number of data cells to upload, as well as the processor speed and amount of memory (RAM) on the desktop. If your site uses OOXML, then the document is automatically uploaded as a ZIP compressed OOXML file. Otherwise, compressing the data using WinZip or 7Zip can help increase the number of records you can upload; see: Compressing Data for Upload. For data sets larger than approximately 100,000 rows, you should evaluate other upload and download alternatives.

To upload data:

  1. To ensure that you perform the upload with the correct privileges for your Oracle E-Business Suite application, you can optionally specify the responsibility to use for the upload. For instance, if you perform multiple uploads during the same Microsoft Excel session, you can use this option to switch responsibilities as needed between uploads. While viewing your spreadsheet, choose Switch Responsibility from the Oracle ribbon tab. Then select the responsibility you want, and choose the Select button.

  2. To initiate the upload, choose Upload from the Oracle ribbon tab. If you are working in a spreadsheet with multiple worksheets, the Upload option uploads only the current worksheet; in this case you can also choose Upload All to upload all the worksheets at once. The Upload Parameters window appears.

  3. Select the desired parameters.

    Upload parameters depend on the integrator you select. Moreover, your system administrator might disallow you from changing upload parameters using the BNE Allow Set Parameters profile option. See your product documentation for information on the available parameters.

    The following table shows some common parameters that you may see:

    Upload Parameter Description
    Rows to Upload

    • All Rows

      Select this option to upload all rows in your spreadsheet, regardless of whether changes have been made.

    • Flagged Rows

      Select this option to upload only those rows that are marked with a flag character in the Upl column of your spreadsheet. Oracle Web Applications Desktop Integrator displays a flag character against a row that has changed.

    Validate Before Upload Recommended. Validating prevents invalid data from being uploaded to Oracle E-Business Suite. It is useful when you expect the import process to be quite lengthy or when you plan to run it unattended, such as overnight.
    Automatically Submit Import Select this option to automatically submit a processing request for the data after upload.
    This parameter is available when a post-processing procedure has been set up for the integrator. A post-processing procedure may be a call to a server-side procedure or a concurrent program to continue processing the data in Oracle E-Business Suite.
    Commit Rows

    • All Rows

      Select this option to commit the uploaded rows only if all the rows are valid. If any row is invalid, then no rows are committed.

    • Each Row

      Select this option to commit each uploaded row that is valid, even if other rows are invalid.

  4. Start the upload process. After the upload process completes, the upload window indicates whether or not the upload was successful. Oracle Web Applications Desktop Integrator returns messages to the spreadsheet identifying all rows containing invalid values. By default, if the data in any rows are invalid, Oracle Web Applications Desktop Integrator does not upload any of the data in the spreadsheet. You must correct all errors to successfully upload the spreadsheet. However, if your integrator provides the Commit Rows upload parameter and you chose the Each Row option, then Oracle Web Applications Desktop Integrator does upload the valid rows. You can correct the errors in any invalid rows and retry the upload for those rows.

    Any errors that occur during the upload of a multi-sheet workbook are also displayed in a Summary Worksheet. The Summary Worksheet enables you to see all errors and link to them.

Compressing Data for Upload

The size of the data that you can upload from a spreadsheet is determined by the available memory (RAM) on your PC. If your site does not use OOXML and you need to upload a large amount of data, you can choose to compress the data using WinZip or 7Zip. Compression increases the number of records that you can upload at once.

To use this feature, you must have either the WinZip or 7Zip compression application installed on your PC.

Note: The compression feature is designed to optimize the upload capacity. However, the total size of the upload is still limited by the available memory. If the size of the data in a very large file exceeds this limit even after compression, you may still encounter an error. In this case, divide the data into smaller batches to perform the uploads.

If your site uses OOXML, then the document is automatically uploaded as a ZIP compressed OOXML file.

To compress data for upload:

  1. Set the BNE: Enable Upload Compression profile option to Yes.

  2. Create your spreadsheet.

  3. In the spreadsheet, select Settings from the Oracle ribbon tab and specify the compression application to use, either WinZip or 7Zip, and the location of the corresponding executable. The standard locations for these executables are as follows:

  4. Submit the upload.

Downloading Data

Download enables you to refresh data that you have imported into your spreadsheet. This option is available only if the spreadsheet contains imported data. To download or refresh data, from the Oracle ribbon tab, select Download.

Note: Any new rows of data or other modifications that you have made on the spreadsheet will be overwritten when you use Download to refresh the data. Some product integrators may not allow refresh.

Additionally, for OOXML documents, manually inserted worksheets are not retained when you use Download. To refresh an OOXML document, Oracle Web Applications Desktop Integrator creates a new document on the server that then replaces the current version on the desktop. Consequently, any manually inserted worksheets are no longer included after the refresh.

If you imported data from a text file, Download will not be available.