Hello,

I am completely new in Apptio Planning and I am trying to create my first Plan. I am currently stacked at the Reference Data import, more precisely at the import of Account data. I downloaded the template and filled it with the company data. The problem is that the template file references 3 other tables:

1. Account Category
2. Cost Pool
3. Expense Type

Problem is: I can't find any of these tables in the Apptio Planning. I tried to import without these columns but I am getting the same error with other values: 

• Error: The data you are uploading refers to another dataset you have not yet uploaded
• Error: Could not resolve one or more references to another table
• Error: Setting empty values to the default

Because I don't see those tables, I made an attempt add them in the Schema as Custom Dimensions, I got an error saying table already exists.

I was able to import some Reference Data:

• Cost Center
• Vendor
• Account Category

Any thought here?

Felicien

@Felicien BIKANG ABOGHE - 

The Account Category is another standard reference data set.  You will need to import and publish the Account Categories before importing Accounts.

The Cost Pool and Expense Type are hard coded behind the scenes in Planning.

Here are the allowable values for Cost Pool:

• External Labor
• Facilities & Power
• Hardware
• Internal Labor
• Internal Services
• Other
• Outside Services
• Software
• Telecom  

The allowable values for Expense Type are:

• OpEx
• CapEx

Thanks,

Rob

Hello,

I am completely new in Apptio Planning and I am trying to create my first Plan. I am currently stacked at the Reference Data import, more precisely at the import of Account data. I downloaded the template and filled it with the company data. The problem is that the template file references 3 other tables:

1. Account Category
2. Cost Pool
3. Expense Type

Problem is: I can't find any of these tables in the Apptio Planning. I tried to import without these columns but I am getting the same error with other values: 

• Error: The data you are uploading refers to another dataset you have not yet uploaded
• Error: Could not resolve one or more references to another table
• Error: Setting empty values to the default

Because I don't see those tables, I made an attempt add them in the Schema as Custom Dimensions, I got an error saying table already exists.

I was able to import some Reference Data:

• Cost Center
• Vendor
• Account Category

Any thought here?

Felicien