Once
your files have finished uploading they will appear in the Uploaded Files table.
The table displays the following information:
The data validation
icon: This indicates whether the file has been successfully
uploaded, following the data validation checks that the system
automatically performs when uploading your files. Files Uploaded/Data
Files column: This displays the names of the files
you have uploaded. If you have uploaded an Excel file (.xls
or .xlsx) that contains multiple tabs, you will also see the
tab names listed separately under the main file name.
Tags: The tagging
feature allows you to save any filters and mappings that you
set up, so that these can be automatically applied to future
obligations. Once your tags are created, you can apply them
to the files you have uploaded and as you move through the
Data and File mapping process, the system will “record” your
set up and save it to the relevant tag. You can save these
settings as a template and when preparing calculations for
future periods, you can select the template, apply the tags
to your uploaded data files and the system will automatically
apply the filters and mappings associated with each tag. Mark as not required:
This option allows you to mark a file as not being required.
You might use this when uploading an Excel file that contains
multiple tabs, to indicate that a specific tab file is not
required for the calculation. Uploaded by:
Displays the username of the person who uploaded the files.
This only applies to main Files (.csv, .xls or .xlsx files),
any tabs that appear under an uploaded Excel file name will
display the Converted tab from "File name.xlsx"
message. Date added:
Displays the date and time of when the files were uploaded.
Again, this only applies to main files (.csv, .xls or .xlsx
files). |
