Merge Multiple Data Sources into a Single Dataset

Merging is not limited to cost/schedule. Any dataset that has an ID structure that corresponds with the activity IDs in the main dataset can be merged.

If the field headings in the XLS merge file correspond to field names in the Acumen file, they will be auto-mapped (merged).

To create a merge file, complete the following steps:

1. Select the S1 // Projects tab.
2. In the Projects pane, select the project or snapshot file to which you want to merge data.
3. Right-click the project and select Merge with Excel File.
4. On the Add File dialog box, select the Excel file and click Open.
5. On the Excel Merge dialog box:
   1. Select the worksheet you want to merge with the project.
   2. Select the column that matches the ID field in your project.
   3. Click OK.
6. In the Import group, click the Import All Projects down arrow and select Import Project to complete the merge.

The data merge occurs when the parent project data is imported into Acumen. After it is merged, the combined dataset can be exported from Acumen using the Export to Excel button in the project workbook view.