Page 5 - Loading Closed Period Data in Power BI

F IN A N C E R EF ER EN C E G UI D E

By default, XL-Connector will select the Account object in the top section of the Map Columns dialog box
(see the red box in the screenshot above) and include the columns in your Excel file in the bottom section
of the Map Columns dialog box. Account is listed because it is the first object alphabetically. It is

important to change the Salesforce Object when importing the Compass data.

4. Change the Object to Compass_Actuals__c and click the Auto-map columns button. Because the EBI column names in
your export spreadsheet match the field names in Salesforce, Excel/XL-Connector should automap all columns in the
lower section of the Map Columns dialog box to the Compass Actuals object with the corresponding fields (your screen
should look similar to the one below in the red boxes). It is a good idea to scan down all rows in the mappings section
to ensure that each Excel Column value matches the corresponding Field in Salesforce value (excluding the “_” and
the “__c” in the Field in Salesforce column).

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.28.21 4