Workaroud for Error when importing a csv file into a module with Dates in Columns

Options
rakeshk
rakeshk Member, ALL USERS, Community Member, Certified Model Builder Posts: 5 Occasional Contributor
in Extensibility

As you all might be aware that when we Export and Reimport the same CSV with dates, the timeformat changes in the export file. When you open the CSV file in Excel the dates reformat incorrectly. Below are the workaround steps to ensure the time periods are not reformatted to a date incorrectly in XLS.

 

Step1) Use filetype as "Excel(.xls) Excel without formatting" during exporting data out of the module.

 

Step 2) When you open the file in Excel the dates will be correct “MMM YY”.

Step 3) Once you update the data as needed.  Save the file as CSV(Comma delimited)(*.csv)

Step 4) In the time mapping, select " Match Names"

 

 

Tagged:

Comments

  • rakeshk
    rakeshk Member, ALL USERS, Community Member, Certified Model Builder Posts: 5 Occasional Contributor

    Agreed, Excel-Addin is a feasible option however there are many customer who do not promote usage of this Addin due to data confidentiality etc.

  • nathan.fowler
    nathan.fowler Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    This is the process I found works best.  

     

    • Export
      • File Type: CSV
      • Layout: Grid
      • Omit Summary
      • Include Empty
      • Action Name: Export [What you want to export] template
      • Process Name: EXPORT: [What you want to export] template
    • Import
      • Action Name: Import [What you want to import]
      • Process Name: IMPORT: [What you want to import] 
      • Time: Periods Y-M

    FYI, you'll probably get a date error when you set up the action. However, once you run the process end to end the data loads with no errors. This is pretty finicky and you may experience some errors. 

Categories