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Glossary

Importing Data from Consolidation & Financial Planning into Lucanet Data Collection

Overview

You can import aggregated financial data from the Consolidation & Financial Planning (CFP) directly into Lucanet Data Collection forms. Unlike data import from MS Excel, a data import from CFP requires no manual mapping — Data Collection matches data to form rows and columns automatically using OIDs. An Administrator configures the Period Value Type for each column in the form template, and Collectors execute the import with a single click.

Prerequisites for the CFP Import in Data Collection

Before executing a data import from CFP into Data Collection:

  • The form must have status In Progress.
  • You must be assigned as a Collector for the reporting entity, or you must be an Administrator.
  • The form must contain at least one CFP-based pivot table with at least one editable Currency column.
  • An Administrator must have configured the Period Value Type for each Currency column in the form template.

If the form contains CFP-based tables but none are available for import, the Consolidation & Financial Planning option is disabled.

Executing the Data Import from CFP in Data Collection

Data Collection fetches data from CFP, matches it to form rows and columns via OID, and populates the cells automatically.

To execute a CFP import in Data Collection:

1

Navigate to Data Collection | Data collection.

2

Open the form you want to import data into.

3

Click More actions | Import Data in the top right. The Import Data dialog is displayed:

Shows the 'Import Data' dialog in Data Collection with the text 'Choose the source you want to import data from:', the 'Excel' and 'Consolidation & Financial Planning' options, and the 'Cancel' button.
'Import Data' dialog
4

Select Consolidation & Financial Planning.

5

If the form already contains collected data, a Confirm Import dialog appears. Click Confirm to overwrite existing values, or Cancel to cancel the import.

Shows the 'Confirm Import' dialog in Data Collection with the message 'Importing will apply the selected data to your table and may overwrite existing values.' and the 'Cancel' and 'Confirm' buttons.
'Confirm Import' dialog

Additional notes:

  • Manual editing and additional imports are disabled for all users while the import is in progress.
  • After a successful import, the form is displayed in editing mode. The form now includes the imported data as well. Superordinate rows and total columns are recalculated automatically.
  • Imported values cannot be automatically undone. To restore previous data or correct imported values, edit the affected cells manually after the import.

Column Values after the CFP Import in Lucanet Data Collection

In Lucanet Data Collection, the import from Consolidation & Financial Planning (CFP) replaces each imported column of the form in full. For each lowest-level cell of an imported column, the import writes the value from CFP. If CFP returns no value for a cell, the import clears the cell. For example, if a value moves from one partner to another in CFP, the next import clears the row of the previous partner and fills the row of the new partner.

The following columns are not part of the CFP import and keep their content:

  • Columns with the period value type N/A
  • Total columns
  • Formula columns
  • Columns with the entry method Manual only

For more information on the period value type and the entry method, see Configuring Tables in Form Templates.

Importing Data into Tables with Drill Down in Data Collection

The CFP import in Data Collection also transfers data into CFP pivot tables with drill down. The import covers row drill downs, column drill downs, and tables with both, as well as all five dimensions Local account, Partner, Cost center, Transaction type, and Adjustment level. An administrator configures the drill down in the form template (see Configuring Tables in Form Templates).

The import creates the drill down entries as follows:

  • Row drill down: The import creates one subordinate row per element that has a value in CFP. With several levels, the import nests the rows in the level order of the form template. For the Local account dimension, Data Collection stores the account name and, if available, the account code in a single field, as CFP does. Each row displays this field together with the value in reporting currency.
  • Column drill down: The import creates the entries of the drill down dialog. At each level, the dialog displays only the elements that exist in CFP beneath the selected element of the previous level.
  • Row and column drill down in the same table: The import writes each value to the intersection of the row element and the column element.

The following applies to imports into tables with drill down:

  • Superordinate rows, totals, and the pivot table cell display the sum of the imported values.
  • Only the lowest configured level is editable.
  • The import does not create elements without a value in CFP.
  • If Data Collection cannot resolve an element returned by CFP, the import skips the element and lists it with the reason in the import results.
  • If a drill down already contains data, Data Collection displays the Confirm Import dialog before the import, as for any other collected data.
  • After the import, you can still add elements manually (see Entering, Validating, and Approving Data).
Shows a CFP pivot table in Data Collection with the 'Name' and '2025' columns. Beneath the row '1. shares in affiliated companies (fixed assets)', nested subordinate rows such as 'FR SAS (EUR) updated', 're1.default', '000 default', and '110 addition' display the imported values on each level, followed by the 'Add Transaction type' and 'Add Cost center' links.
CFP pivot table with drill down rows created by the CFP import

Additional Information on the CFP Import in Data Collection

During the data import, Data Collection processes all applicable CFP-based tables in the form in a single operation, using the following principles:

  • Row matching: Data Collection matches CFP data to form rows automatically via OID. The import transfers only lowest-level values, including the elements of a drill down, and Data Collection recalculates superordinate and total rows.
  • Column matching: Each column receives CFP data based on its configured Period Value Type. Columns with Period Value Type set to N/A are skipped. Total columns are recalculated automatically.
  • Entry method: Values for columns with the entry method Manual only are discarded and not imported. After the import, a message lists the columns that were not updated. For more information, see Configuring Tables in Form Templates.
  • Data filtering: Data Collection filters CFP data by the form's reporting entity, period, period type, and currency. The import transfers only data with the data level Actual and the adjustment level Import Data. This filter also applies to the elements of a drill down.
  • Precision: Imported values are rounded to match the decimal places configured for the target column.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on Oct 8, 2026

Table of Contents
OverviewPrerequisites for the CFP Import in Data CollectionExecuting the Data Import from CFP in Data CollectionColumn Values after the CFP Import in Lucanet Data CollectionImporting Data into Tables with Drill Down in Data CollectionAdditional Information on the CFP Import in Data Collection
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