f you want to upload an initial data series, you can apply the Upload Data Logic, e.g. if you have a

  • expensen with a specific data series
  • a revenue stream calculated in Excel

To create such a data series

  • Make sure you are in Editing Mode and Monthly View
  • Click the "Upload Data" icon to open a modal form
  • Select a file which follows our file format.

The file format to upload data into Lean-Case is very simple. Find a sample file here.