Metadata Tag Structure

The metadata header of a multiload template (rows 1-5 for Excel templates and rows 1–6 for text templates) tells FDM how to locate relevant data segments within the template.

Row 1 (Location Tags)—Valid Only for Amount Columns

A location tag defines the FDM location to which data is loaded.

Row 2 (Category Tags)—Valid Only for Amount Columns

A category tag defines the FDM category to which data is loaded.

Row 3 (Period Tags)—Valid Only for Amount Columns

A period tag defines the FDM period to which data is loaded.

Row 4 (Number of Periods Tags)—Text Templates Only

A number of periods tag defines the number of periods (data columns) to be loaded. The tag is used with the Starting Period tag to derive the period key used in a data load.

Row 4 or Row 5 (Load Control Tags)

Load control tags, which are dependent upon the target system that FDM is loading, control the load methods for FDM and the target system.

Load control tags are placed in row 4 (for Excel templates) or in row 5 (for text templates) and are separated by commas.

Tag NumberTag NameDescription

1

FDM Load Method

Method of loading FDM data

2

Target System Load Method

Method of loading target-system data

3

List Box 1

Varies by integration adapter

4

List Box 2

Varies by integration adapter

5

List Box 3

Varies by integration adapter

6

Check Box Calc

Enables calculation (Y or N)

7

Check Box 1

Varies by integration adapter (Y or N)

8

Check Box 2

Varies by integration adapter (Y or N)

9

Check Box 3

Varies by integration adapter (Y or N)

10

Data View

Specifies, fox example, whether the data being loaded is YTD data or periodic data

Row 5 or Row 6 (Dimension Tags)

Dimension tags (placed in row 5 for Excel templates and in row 6 for text templates) define the dimension data that is contained in the columns of multiload templates.

A valid delimiter must separate the dimension tags. The delimiter that separates the dimensions of the dimension list must be used as the delimiter that separates the dimension tags. Valid delimiters include commas, semicolons, pipes ( | ), tabs, and exclamation points ( ! ).

Note:

When memos are loaded from a Multiload file, each period receives the memo specified for each row of data in the Multiload file.