Edit one-time adjustments using a spreadsheet

To make it easier to enter a large number of changes at once, you can download a spreadsheet version of the one-time adjustments table, make your edits, and upload the table back to Axiom.

When using this file, consider the following items:

  • Do not rename the file name or the worksheets.

  • Do not add or remove columns, change column names, or change sheet tab names.

  • This file only allows you to bulk edit one-time adjustments already loaded into the system. You cannot add new one-time adjustments.

  • Values may display in the spreadsheet with General formatting. This is indicated by the green tick mark in the left corner in the cell—specifically number-based cells.

  • For numbers that include leading zeroes, change the formatting to Text. You can also simply add a single quote in front of the zero (this quote mark is not included in the data when it is uploaded).

  • Ensure that there are no duplicate records.

  • If the spreadsheet includes a lot of data, it may take several minutes for the upload to complete before the system displays a confirmation message.

IMPORTANT: The table data is NOT validated so use caution when entering data. Data entered incorrectly results in an error message when you upload the table.

NOTE: Not meeting any of the requirements previously listed may result in Axiom displaying an error message when you upload the file back into the system.

The file includes the following worksheets:

  • Instructions - Provides instructions about entering values into the spreadsheet and column descriptions.

  • One-time adjustments history - Shows a record of each amount added or subtracted to an account.

  • New one-time adjustments - Lets you enter the replacement amount for each account.

To make bulk one-time adjustments:

  1. Open the one-time adjustments page for the cost model.

  2. In the upper right corner of the Make one-time adjustments page, select Download table.

  3. In the New one-time adjustments worksheet, enter the replacement amount in each period column.

    IMPORTANT: The cells do not add dollars to the original amount. You must enter an amount to replace the original. For example, if the original amount is $1,000 and you want to change it to $1,500, you need to enter $1,500 and not $500.

  4. After you finish making changes, save the file.

    IMPORTANT: Do not change the file name, add or remove columns, change column names, or change sheet tab names; otherwise, Axiom displays an upload file error message.

  5. Return to the browser, and in the Make one-time adjustments page, select Upload table.

  6. Locate the file, and select Open.

  7. At the prompt, select Upload.

    NOTE: Uploading the file will update the data in the database. This cannot be undone.