Step 1: Importing Source Data

After an import format is created and assigned to a location, you can import source data.

When directed to import a source file, FDM uses the current POV to determine location, category, and period and conducts the following process:

  1. If the Replace option is selected, deletes the existing file

  2. Loads the source file

  3. If applicable, processes logic accounts

  4. Maps source dimensions to target dimensions

  To import source data:

  1. From the FDM Web client, select Workflow > Import.

    The Import screen is displayed.

  2. Depending upon whether you want to upload the data file from the application Inbox or from another location, select the Upload File tab or the Select File from Inbox tab.

  3. Perform an action:

    • If you selected Upload File, click Browse, locate the file, click Open, then click Import.

    • If you selected Select File from Inbox, click Select File, select a file, then click OK.

      FDM uses the import format assigned to the location, imports the source file, and displays an import form similar to the following example:

      The image shows the Import screen with the Upload File tab active. The Import screen grid contains sample imported data.

  4. From Import Type:

    • To delete existing data from the current location, category, and period, select Replace.

    • To append data to (not merge data within) the current location, category, and period, select Append.