Most of the time, Catalyst's connection to your Excel workbooks via the EBM Office Bridge ribbon will allow uploads back into the system with great success.
However sometimes when working with large overall environments or instances, or with files containing thousands of rows of data, the Excel ribbon upload option can timeout. In these instances, it's best practice to import your data via the File Upload Center.
File Upload Center
The File Upload Center is your hub for uploading any file that contains data you want introduced into the Catalyst equation, and it's found under the Planning tab in your Catalyst instance. It's located there because its primary use-case is uploading planning export/upload sheets.
How do I use it?
Easily. Utilizing the File Upload Center is as simple choosing your file and clicking insert. As soon as you do, the system will begin upload and process the file automatically. It bypasses the "Are you sure?" messaging you see when uploading from Excel and begins to process the file right away, so be sure about which file you want to upload.
After uploading the file, you'll see the following columns:
- File name.
- The data type (Catalyst auto recognizes what type of data you're uploading, such as hierarchy imports or rate types, etc.).
- The live status of the upload (Pending [yellow], Processing [yellow], Validated [yellow], Complete [green], or Error [red]).
- A message explaining the status and the result of the upload.
- The order in which the file will process.
- The user that initiated the upload.
- The date of the upload attempt.
- And the action panel, where you can select options like Validate and Process if the file is hung up.
This page will also show you a list of all uploads by user, including uploads attempted from the Excel EBM Office Bridge Ribbon, which is helpful when determining whether or not data has been introduced already or for troubleshooting purposes.
If you encounter errors, read through the message accompanying the error and reach out if the message doesn't help you understand what to do differently. The most common error you'll see will be the deadlocked message, which simply means there are other jobs coocurring in the background and you should wait awhile before attempting again.