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User Guide

1. Streamline Client

2.Streamline Server

3. Starting Up

4. Connecting data

5. Demand and Sales Forecasting

6. Inventory Planning

7. Reference


4.2. Aggregated spreadsheets

Streamline is able to import data from an Excel spreadsheet or CSV file. There are two spreadsheet connections that differ in the way the data should be organized before the import.

Watch a video tutorial (2:34)

This article describes the Aggregated spreadsheet connection. This connection requires data (sales, on-hand, and revenue histories) to be aggregated in certain periods:

  • Any equal periods: days, weeks, 2 days, 4 days…
  • Specified days within a week: workdays, holidays…
  • Months
  • Specified months within a year: winter months, quarters…

If Streamline cannot find a pattern within periods, it will work, but the future periods will be denoted as +1, +2…

spreadsheet-connection-guide1.txt · Last modified: 2023/04/27 09:49 by admin