Accessing the Import Module
Import in the sidebar
To open the Import module, click Import in the top-left corner of the sidebar. This opens the dedicated interface for uploading, mapping, and importing data files into Farseer.
Farseer supports the following file formats:
.xlsx
.csv
Once the interface opens, you can upload your file, map its columns, and begin the import process.
Import History Overview
The import UI
After selecting Import, you’ll see a list of all previously uploaded imports. This overview provides complete visibility into your import history, supporting data consistency, auditing, and traceability.
Each import entry includes:
Name: The name of the uploaded file.
Labels: Custom labels you can assign for easier filtering and organization.
Description: Optional notes or explanations about the import.
Importer: The user who uploaded the file.
Creation Date: The date and time the file was added.
Status: The current import state:
Reverted: The import was completed and later undone using the Undo option.
Committed: The file was successfully imported.
In progress: The file was uploaded but not yet imported.
Actions:
Archive: Marks the import as "Archived" (visible only when the Archive filter is active).
Replace: Replaces the existing file with a new upload. The original import is reverted automatically.
Download file: Downloads the uploaded file.
Delete file: Completely removes the import and all data created by it.
Other options
A search bar and filter menus are available above the table columns, allowing you to filter imports by any property as long as there are multiple options available.
The table works just like a regular spreadsheet for Labels and Description columns:
Copy/Paste: Use CTRL/CMD + C/V or the drag handle to quickly duplicate values.
Delete/Reset: Use the DEL key to clear or reset settings.
Importing a File
Importing a file
You can import a file by clicking on the "New Import" button in the top right corner.
The import process consists of three main steps:
Upload the file
Map its columns
Configure and run the import
Each column in your file must be mapped with a column type, which tells Farseer how to interpret and load the data.
Column Types
Table (for dimensions): Maps elements in your column to items in a dimension table.
Farseer highlights valid matches in blue.
Non-highlighted items are missing in the dimension table.
Value (for variables): Maps column cells to values of a selected variable. You must set:
The variable
Required dimension values (e.g., Version, Month, Year) if not provided elsewhere
Farseer highlights columns with a set variable in purple.
Date: Maps the column to the time dimension for your data.
Value for Month: Maps values directly to a variable for a specific month.
Description: Maps free-form descriptions or labels for user-visible fields.
Custom Field: Maps the column to a custom attribute.
Table Description: Maps cells to description fields within a dimension table.
Most commonly used types:
Table (dimension mapping) and Value (variable values).
Handling Dimension Columns
Column options
For Table column types:
Select the dimension table to map against.
Items not highlighted in blue in the sheet don’t exist in the dimension.
You can automatically add these by clicking Import missing members.
Or you can use Manual mapping to map mismatched names (e.g., “NY” → “New York”).
Handling Value Columns
For Value column types:
Select the variable the data belongs to.
Specify any missing members required by the variable (e.g., Plan/Actual version, Month, Year).
If no date column exists, these must be set manually.
Configure Import
Configure options
Clicking Configure opens additional settings for the import:
Handle Missing Dimension Members: Controls how missing dimension members are handled:
Disallow: Stop the import if any items are missing.
Skip row: Skip only the affected rows.
Import zeros: Choose whether to import zero values.
Overwrite cells: Determines if existing data in the model should be overwritten with values from the import.
Apply members/variables to value columns: Automatically apply selected members/variables to all value columns.
Running the Import
After mapping all columns and configuring your settings:
If the Import values button is disabled, Farseer has either:
Detected missing dimension members: Click Import missing members to automatically generate them.
Or there is no value column set: Assign a variable to a value column.
Once all dimension members exist and there is a variable to import the values to, the import can be executed.