Defining Multiload Templates

To define a FDM multiload template, you define the metadata tags that specify the columns that FDM will import.

Metadata tags are presented in a prescribed tabular format. Row order is important, but column order is not. Metadata tags are contained in the first five rows (for Excel templates) or the first six rows (for text templates).

When defining an Excel multiload template, you must create a range name that includes all metadata and data cells and that begins with the prefix ups. The following Excel multiload template contains five rows of metadata tags (rows 1–5) and four rows of imported data (rows 8–11) and is assigned the range name [upsBudget (A1 to K11)].

The image shows an example of a multiload template the contents of which are described in the text preceding and following the image.

The following text file contains six rows of metadata tags (rows 1–6) and four rows of imported data (rows 7–10). The delimiter that separates the dimensions of row 6 must be used as the delimiter that separates the data values. Valid delimiters include commas, semicolons, pipes ( | ), tabs, and exclamation points.

Row Row Content

1

Texas

2

Budget

3

01/31/2004

4

12

5

R,N,Y

6

A,C,D,V,V,V,V,V,V,V,V,V,V,V,V

7

1100,TX,Cash In Bank,” 43,016 “,” 43,451 “,” 43,890 “,” 44,333 “,” 44,781

8

1100-101-000-00,TX,Dallas National Bank,” 1,791 “,” 1,809 “,” 1,827 “,” 1

9

1100-102,TX,Houston Bank One,” 5,959 “,” 6,020 “,” 6,080 “,” 6,142 “,” 6,

10

1100-103,TX,Midland Bank & Trust,” 98,487 “,” 99,482 “,” 100,487 “,” 101,

11

1100-104,TX,First National Bank,” (8,953)”,” (9,044)”,” (9,135)”,” (9,227

12

1190,TX,Petty Cash, 448 , 452 , 457 , 461 , 466 , 471 , 475 , 480 , 485 ,