Budget import question

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Posted on by SteveWhyte

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I wav an excel workbook with 5 worksheets representing the budgets for 5 departments (Accounts, HR, Maintenance etc)

Each worksheet has columns for the account number, account description, as well as 12 additional columns representing each month (JAN-DEC)

Do I have to import each department separately and if so how do I identify/separate each month for each department?

I am using the Excel Add-in and the routine has no problem. I only need to know how to put my data together. I have been searching the net but not finding much at all.

Regards,

Steve

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Ludwig Reinhard Microsoft Employee on at

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RE: Budget import question

Hello Steve,

Here is a blog post that details how to use the excel addin for budget uploads

https://www.dynamics101.com/budget-register-entry-upload-excel-add-in-for-microsoft-dynamics-ax/

This works fine as long as you do not have too many budgeting lines.

If you plan to import more than 2000 budget lines then my experience is to either split the upload in multiple Excel document or to use the DIXF.

Best regards,

Ludwig
SteveWhyte 579 on at

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RE: Budget import question

Thanks Crispin....will test shortly
SteveWhyte 579 on at

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RE: Budget import question

Thanks for your response Crispin:

Are you saying that I should have 12 rows to represent each column or are you saying, for example, if I have 4 GL Accounts (in 4 rows) spread across 12 columns for each month, I should now have one column for the budget amounts and 48 rows (12 sets of 4 Account rows)?

If not please clarify with an example...I would greatly appreciate it

Steve