Note: This function is typically managed by your Blue Ops representatives.
The File Upload Center is your hub for uploading any file that contains data you want introduced into the Diligent equation, and it's found under the Input tab in your Diligent instance.
Why should I use the File Upload Center?
Most of the time, Diligent's connection to your Excel workbooks via the EBM Office Bridge ribbon will allow uploads back into the system with great success.
However sometimes when working with large overall environments or instances, or with files containing thousands of rows of data, the Excel ribbon upload option can timeout. In these instances, it's best practice to import your data via the File Upload Center.
Navigating to the File Upload Center
To navigate to the File Upload Center, go to Input tab within the Diligent interface and select 'File Upload Center' from the dropdown (see below).
How do I use it?
Easily. Utilizing the File Upload Center is as simple as choosing your file and clicking insert. As soon as you do, the system will begin to upload and process the file automatically. It bypasses the "Are you sure?" messaging you see when uploading from Excel and begins to process the file right away, so be sure about which file you want to upload.
The file will begin by saying 'Validating' (as seen below) until it has fully processed.
Once the file has fully processed, the Status should change from 'Validating' to 'Complete.' You should receive an email when the file has processed and the status has been updated. Within Diligent, the status will not automatically change to 'Complete' once it has processed, and therefore you will have to refresh your tab.
After uploading the file, you'll see the following columns:
- File name.
- The data type (Diligent auto recognizes what type of data you're uploading, such as hierarchy imports or rate types, etc.).
- The live status of the upload (Pending [yellow], Processing [yellow], Validated [yellow], Complete [green], or Error [red]).
- A message explaining the status and the result of the upload.
- The order in which the file will process.
- The user that initiated the upload.
- The date of the upload attempt.
- And the action panel, where you can select options like Validate and Process if the file is hung up.
Upload history
This page will also show you a list of all uploads by user, including uploads attempted from the Excel EBM Office Bridge Ribbon, which is helpful when determining whether or not data has been introduced already or for troubleshooting purposes. You can utilize the filters and the 'Apply Filter' button if you are looking for specific files that were previously loaded.
Error messages
If you encounter errors, read through the message accompanying the error and reach out if the message doesn't help you understand what to do differently. The most common error you'll see will be the deadlocked message, which simply means there are other jobs cooccurring in the background and you should wait a while before attempting again.
Once the File Has Processed
After the file has processed, you should navigate to the 'Support' tab within Diligent and click 'System Status.'
Within 'System Status' you will want to click 'Run Job.' Once the job has run, you will see that the Cube is no longer current. Click 'Refresh Financial' or 'Refresh Profitability' depending on which cube is not current. After clicking refresh, you should see that everything is green and current, as seen in the screenshot below.
The change has now been pushed through the cube and you are set to refresh any files you are working in!
Relevant Links:
Duplicate Values Exist Upload Error
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