Using the Export-Import Data Template in a Business Rule (Planning and Essbase Block Storage Users Only)

  To use the Export-Import Data template in a business rule:

1. Complete step 1 through step 4.

2. In the Export-Import Data Template Wizard, on Mode, specify whether to export or import data. Click Next.

3. On Export data range do one of these three tasks to specify the range of data to export. Click Next.

   • Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.

   • Click the Member Selector icon to select a member or function for each of the dimensions listed.

   • Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.

4. On Export Data Range, select the type of file to which to export the data, then click Next.

   • Flat file

   • Database table

   • Binary file

     Note:

     If you want to import the file after you export it, the file must be a binary file.

5. On Output - File, do one of these, depending on the file type to which you are exporting, then click Next.

   • If you are exporting to a flat file:

     1. Enter the file name and path surrounded by double quotes.

     2. Select a column delimiter.

     3. Optional: Enter a text string, surrounded by double quotes, to denote missing data values, or use the Actions icon to select one.

   • If you are exporting to a database table:

     1. Enter the data source name surrounded by double quotes.

     2. Enter the data source table name surrounded by double quotes.

     3. Enter the data source logon name and password surrounded by double quotes.

   • If you are exporting to a binary file, enter the file name and path surrounded by double quotes.

6. On Processing:

   1. Specify whether data should be exported in columnar or non-columnar format.

   2. Specify the number of decimal places to be exported. (Sixteen is the maximum.)

   3. Specify the number of positions the data should have after it is exported. (Sixteen is the default.)

   4. Specify whether to include a header row at the beginning of the exported file.

   5. Select the dimension to be used as the column header around which other data is organized.

   6. Specify whether to format the exported file so it can be imported into a relational database.

   7. Specify whether to overwrite a file with the same location and name as the file to be exported, if one exists.

   8. Specify whether to export the data or perform a test that runs the export commands without exporting the data.

7. Click Finish.