How to Load Budget/Forecast Data from Excel via DLR?

• Can you help me integrate a budget plan?

  You can integrate your budget plan into Planful using the Data Load Rules (DLR) functionality. The below steps allow you to load budget data via File Load (Excel).

To load a budget/Forecast from an Excel file in Planful, follow these steps using the File Load method with Data Load Rules (DLR):

1. Navigate to Maintenance > Data Integration > Data Load Rules.

2. Click New Data Load Rule.

3. Enter a name for the DLR.

4. For Load Type, select File Load.

5. For Load Item, select Data.

6. For Load Sub Item, select GL data.

7. On the Select Sample Input File step:

   • Choose the File Type as .xls or .xlsx.

   • Specify the row containing headers, rows to skip, and the number of source fields (columns).

8. Click Next and go to Define Overall Rule Settings. Set required parameters:

   • Select the Scenario you want to add load data to.

   • Time Mapping (e.g., Across Columns or Down Rows)

   • Currency and other defaults

9. Proceed to Manipulate Input File (optional step if data needs reformatting).

10. In the Define Data Mappings step, map the columns from your Excel file to the corresponding Planful segments and fields.

11. Finalize the setup on the Load Data screen. Choose the Excel file and click Finish to load the data.

This process enables structured loading of budget/forecast data directly from Excel into Planful via DLRs​.