Is there a way to delete the import step and replace with another? I have changed my data source from .csv to .xlsx. It turns out the import step is locked in to working with .csv since the table was build with it. It appears like I have just two options:

1) Change the data source to .csv

2) Rebuild the table from scratch. 

Anyone has any other recommendation or feedback?

Hi,

What I recommend for this type of uses cases is a change of approach:

1) Use a "Raw Data" table for the import task

2) Use a "_TR" table for the treatments (formulas, hide)

3) Use a " MAP" table to aggregate data

Therefore, if the source file changes, then you import it to a new "Raw Data Table", recreate another " TR" for treatments and aggregate it to your "MAP".

With this method you don't loose the continuity.

Thanks.

Zakria,

You should not have any issues switching between a .xlsx and a .csv file in R12. I like to check the item in, then refresh the page, then check the item out before I upload the new file. I just ran through the exercise and it worked! Just make sure that you have a look through the import step to make sure there are not any discrepancies with the new file.

The other thing to look at the is the source system field to make sure Apptio recognizes the input.

Hope this works for you!