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Multi sheet data upload

3128173 Member Posts: 17
edited Feb 24, 2020 11:54AM in Financial Data Management

Hi Guys,

Has anyone encountered the need to load multiple sheets from one Excel workbook in HFM?

I was thinking if there is an approach that allows to do it in one step.

In the scenario we are facing the client wants to upload the trial balance and the disclosures through one workbook with two sheets. This scenario involves Open batch, so we could do it by loading the same workbook twice, each time under a different name that would use a different rule/import format, but i was wondering if there is a more elegant way.

Please share your thoughts on this



  • user6692921
    user6692921 Member Posts: 179 Silver Badge
    edited Feb 24, 2020 11:54AM

    Are you using the Trial Balance Template format? If so you can try changing the named range on the Trial Balance sheet to upsTB1 and then create a second named range on the Disclosures sheet to upsTB2. Classic FDM allows more than one named range - I haven't tested this with FDMEE though.