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I want to import budget thoruigh excel, i found some way on internet to do it using excel.
i follow this way but finally when opening "add data" screen i found it empty.
Am i missing something here?
Can you please confirm that you have followed all the steps mentioned in blog blogs.msdn.com/.../importing-a-budget-via-the-excel-add-in.aspx
Yes i followed the url and in step 7 the screen is empty
Before step 7, configure Org Admin > setup >Document Management > Document data Sources (Budget Register entries), then try
In addition: the blog provided by Ram K is missing the setup which needs to be done to expose the service to the Excel add-in.
This can be maintained in the form Organization administration > Setup > Document management > Document data sources. Add the service in this form and enable it.
Thank you guys, it is working now
Oops... I missed the update where Ram K already provided the answer...
Glad it has been resolved
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