To create a spreadsheet:Use this procedure to create a spreadsheet on your desktop to which you can import data from Oracle E-Business Suite.
There are three possible procedure flows for creating a spreadsheet:
The product uses the Create Document interface, described in the following procedure.
The product calls the Create Document interface from within its application. In this case, you will follow one or more of the following steps depending on the product implementation. See your product documentation for details.
The product calls the Create Document interface, but does not require user input for these steps. The spreadsheet will be automatically created as described in Step 8.
Oracle Web Applications Desktop Integrator provides two versions of the Create Document interface. The default is the Create Document page, which lets you enter all document parameters in a single page. After you enter the initial parameters, the page displays additional parameter fields based on the values you specified. Alternatively, your administrator can enable the Create Document page flow, which guides you through multiple pages to enter the document parameters. After you enter the parameters in each page, choose Next to display the next page based on the values you specified.
To create a spreadsheet:From the Oracle E-Business Suite navigator, select the link appropriate for your product to create a document. For example, you might select the Create Document link under the Desktop Integration responsibility.
In the Primary Parameters region of the simplified Create Document page, or in the Integrator page of the page flow, select an integrator. The integrator defines the task you will perform. For example, to use spreadsheets to upload data to General Ledger, select the General Ledger - Journals integrator.
Note: You must be granted access to an integrator by your system administrator. Specific form functions grant access to specific integrators. See the product documentation for information on your product's form functions.
Select the viewer that you want to use to open your spreadsheet. For example, Excel 2010.
Select the Reporting Flag option if you want to create a spreadsheet for reporting purposes only, that does not allow you to upload data to Oracle E-Business Suite.
Note: In the Create Document page flow, select the Reporting option.
Select a layout. Layouts determine which fields are included in your spreadsheet, their placement, and any default values. See Defining Layouts for details on defining custom layouts.
Select the content to import. You can choose None to define a blank spreadsheet, or, depending on the integrator, choose a content that will automatically populate the spreadsheet with data from a text file or with data downloaded from Oracle E-Business Suite.
If you select None, skip to Step 7.
If you select Text File, continue to Step 6.
If you select a product-specific option, depending on the integrator you are using, Oracle Web Applications Desktop Integrator prompts you for mapping information and parameters required by the content. See your product documentation.
If you selected the Text File option, specify how to handle the text file data.
Select the mapping to use in order to map the text file data to the spreadsheet columns. For details on defining custom mappings, see: Defining Mappings.
Select Browse to locate the text file in your local system.
Indicate the delimiter used in the text file: Tab, Semicolon, Comma, or Other. If you select Other, enter the delimiter into the Delimiter Character field.
Select Ignore Consecutive Delimiters if you do not want to insert a null value into the spreadsheet when two delimiters exist side by side in the text file.
Enter the line in the text file where you want to start importing. The first few lines in a text file may be header information that you do not want to import into the spreadsheet.
Note: If you work in a multi-byte environment, save the text file with UTF-8 encoding before importing the text file.
Note: To ensure that the data from the text file can be imported correctly, use the following canonical formatting for numbers and dates:
Specify numbers using a period (.) as the decimal separator when needed, and do not use any group separator.
Specify dates in the following format: yyyy-MM-dd
Review the parameters you specified for the document in the previously completed regions of the Create Document page or in the Review page of the page flow.
Optionally choose Save. The Shortcut popup window or Select Shortcut page allows you to save a shortcut that will appear in the shortcut list at the beginning of the Create Document UI. Specify the shortcut name and choose the settings you want to save. Any settings that you save will be pre-specified whenever you use this shortcut. In the Create Document page, those settings will appear as read-only fields. In the page flow, the pages displaying those settings will be skipped.
Note: System administrators can also choose to save the shortcut to a form function, and attach the form function to a user's menu.
In the Shortcut popup window, choose Save to save the shortcut and return to the Create Document page, or choose Save & Create to save the shortcut and immediately begin creating your spreadsheet with the specified parameters.
Create your spreadsheet by selecting Create in the Create Document page, Save & Create in the Shortcut popup window, Create Document in the page flow, or a link specified by your product documentation.
If your site is using the Office Open XML (OOXML) format for Oracle Web Applications Desktop Integrator spreadsheets, then the spreadsheet is created on the server and your browser prompts you to download the spreadsheet as a file with the .xlsm extension. Select Open, and if necessary, enable the Oracle Web Applications Desktop Integrator macros when prompted by Microsoft Excel.
If you selected a content in Step 5, the data will be downloaded to populate the spreadsheet during the spreadsheet creation.
If your site is not using OOXML, then your browser prompts you to download the file "WebADI.xls". Select Open, and if necessary, enable the Oracle Web Applications Desktop Integrator macros when prompted by Microsoft Excel. The Excel file for the integrator spreadsheet will open and a small window will open that will format the Excel file.
If you selected a content in Step 5, the data will be downloaded to populate the spreadsheet.
Do not close the window or use Excel until this window indicates that formatting is complete.
If exporting is enabled for tables in Oracle Application Framework pages, then you can select the Export Table Data to Excel icon for a table to create the corresponding spreadsheet. Spreadsheets exported from Oracle Application Framework tables are always created as OOXML documents, regardless of the format your site uses for other spreadsheets.
Note: If the table contains unsaved data, then you must save the pending changes before you can export the table.
Some types of tables do not support exporting. In this case, the export icon does not appear.
You can now work in the spreadsheet. If your integrator allows upload, you can also upload the data to Oracle E-Business Suite after you finishing modifying the data.