Import multi-state allocation to Excel
Use the Excel Import utility to import allocation information from a Microsoft Excel workbook to the multi-state allocation spreadsheet.
note
You must begin with an Excel spreadsheet containing information that was previously exported from the multi-state allocation spreadsheet before you can import allocation information.
Importing guidelines
- Always save any changes you make to the Excel workbook before importing the data to ensure all recent changes will be imported.
- When you import allocation information from the Excel workbook back into the multi-state allocation spreadsheet, all data already entered in the multi-state allocation spreadsheet is replaced with the information from the Excel workbook.
- You can't insert or delete rows in the Excel spreadsheet. Don't add or delete any column heading rows.
- When changing data in the Excel spreadsheet, cells that should not be changed are protected. Rows and columns should not be added or deleted. If you need to unprotect the spreadsheet, the password is “password.”noteIf you unprotect the spreadsheet and then modify it by adding rows or columns, you may not be able to successfully import the spreadsheet data back into the multi-state allocation spreadsheet.
Importing procedure
- Save the Excel workbook before importing it to ensure that all recent changes are imported.
- Open the K1 or K1-T multi-state allocation spreadsheet for the activity to which you want to import allocation data from Excel.
- SelectExcel Import.
- SelectYesat theImporting from an Excel spreadsheet will overwrite all amounts currently in the allocation spreadsheet. Do you wish to proceed?prompt.
- In theLook infield on theImport Excel Worksheetwindow, enter the path to the Excel file location.
- Enter the Excel file name in theFile namefield or select it from the dropdown list.noteIf the spreadsheet was exported as 1 spreadsheet for multiple activities, select the sheet name in theSheet namedropdown list.
- SelectImport.
