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This article applies to:

  • Product: ONESOURCE New Tax Provision

Spreadsheet Import (Dataset)

The
Spreadsheet Import (Dataset)
 lets you transfer your data (numbers) from a spreadsheet to a Dataset. There are two formats available to import dataset information: Tax Provision Format and Rolling Pin Format.
note
When you have a large amount of data to enter, update the import template and then import the information. To create an import template, you can select
Export
 and the Export Datasets dialog box opens in which you can make selections to create the file.
Both formats let users with Read/Write access transfer data from an Excel spreadsheet to ONESOURCE Tax Provision.
  • The ONESOURCE Tax Provision format uses a template where data is divided into types of data on separate worksheets.
  • The Import Rolling Pin format utilizes codes entered to identify the type of data on a row and column.
To Spreadsheet Import data into a dataset:
  1. Select
    Import
    for a selected dataset to see the Import options.
  2. Select
    Spreadsheet Import (Dataset)
    . The
    Run Spreadsheet Import
     dialog box opens.

Choose Format(s) and File(s) to Populate the Dataset:

  1. Select
    OTP format
    , or
    import_rolling_pin
    .
  2. Select
    BROWSE
    , and select the file to import.
    note
    The file name is user defined. You can create the file name when using the
    Export
     feature.
  3. Select
    Open
     and then
    ADD
    .
  4. Select
    NEXT
    .
  5. Select
    IMPORT
    .
  6. Select
    Refresh rpt data
     (optional). When you refresh the report data, the information in the report is current.
  7. To review the progress or log files for the import, select Jobs in the Tax Provision menu.