Importing Data from a File

  To import data from a file:

1. Select Administration, then Import and Export, and then Import Data From File.

2. Select the format of the data import file:

   • Planning—Planning file format (see Exporting Data to a File). If you select this file format:

     1. From Dimension to Import, select the dimension into which to load data, whose member fields correspond to the header record in the data file. This dimension must exist in the application.

     2. In Data File to Import, navigate to the data import file that contains a header record and data records in CSV format.

        Click Update to navigate to a different file.

     3. For Driver Member Specification, enter the driver members specified for the import dimension. If you leave this field empty and you specified import and driver members on the Administration Data Load Settings window, those settings are used for the import. Conversely, values that you enter here override those on the Data Load Settings window. See Administering Data Load Settings.

     4. Click Options, and specify the following:

        • Date Format—Date format to use in the import, such as MM-DD-YYYY.

        • Clear Essbase Data—Clear an Essbase block before performing an import.

   • Native Essbase—Oracle Essbase file format (exported by an on-premises product). These files can be formatted in either Cell list or Column list format. Cell list format specifies a single cell value for each record, whereas Column list format specifies multiple cell values for each record. For example, if you specify Time on the column, you might have the values Jan, Feb, Mar, and so forth on the column, with 12 values for each record (that is, one for each month). Conversely, the Cell list equivalent would contain 12 records, one for each month. For information on exporting files from Essbase, see the on-premises Oracle Essbase Administration Services Online Help.

     Note:

     After looking at the format of data records in the exported file, you can create a similar file using whichever tool you want. For example, you can generate this file format using an ETL (extract, transform, and load) tool and source these files from Enterprise Resource Planning systems.

     If you select the Native Essbase file format:

     1. For Plan Type, select the plan type into which to import the data.

     2. In Data File to Import, navigate to the data import file.

        Click Update to navigate to a different file.

     3. Click Options, and provide information:

        • Date Format—Date format to use in the import, such as MM-DD-YYYY.

        • Clear Essbase Data—Clear an Essbase block before performing an import.

3. Click Run.