Administering Data Load Settings

Specify parameters to enable data to be loaded directly into a Planning application database. Optionally, you can use advanced settings if you want to load details to child members of parent dimension members based on unique identifiers for the driver dimension.

For example, a company might load the Employee dimension member with account data for Start Date, Position, Salary Basis, and Pay Type. Because the human resource data includes placeholders for new and existing employees, the company could set up the following advanced settings:

  • Data load dimension parents: New Employees, Existing Employees

  • New Employees unique identifiers: Start Date, Position

  • Existing Employees unique identifiers: Salary Basis, Pay Type

During data load, child members of New Employees and Existing Employees are evaluated for data updates. The unique identifiers Start Date, Position, Salary Basis, and Pay Type determine if existing data load dimension values are updated, or if new values are added: If the unique identifier's data values are the same, data is updated. If the data value is different, the next available child member is used.

  To specify parameters for loading data:

  1. Select Administration, and then Data Load Settings.

  2. For Data Load Dimension, select the dimension (such as Employee) for which data is loaded for the application.

  3. For Driver Dimension, click Select Members icon to select the dimension into which data is loaded.

    For example, if you are loading data to Employee, the driver dimension might be Account.

  4. Select the members of the driver dimension.

    For example, if the driver dimension is Account, driver dimension members might include Start Date, Grade, Position, Salary Basis, and Pay Type.

  5. Optional: To use advanced settings, complete these steps.

    1. Add a row by clicking Add icon above Data Load Dimension Parent,

    2. To the right of the new field, click Select Members icon and select a parent member.

      For information about selecting members, see Using the Member Selector.

    3. To the right of the parent member, under Driver Dimension Unique Identifiers, select members as unique identifiers. (Members selected for this field must be included in the list of selected Driver Dimension members at the top of the page.)

      Each parent member must include at least one unique identifier member. These members determine if existing data load dimension values are updated, or if new values are added.

    4. If necessary, continue adding rows by repeating step 5.a through step 5.c.

    5. To duplicate or delete a row, select the check box to the left of the row, and click Duplicate icon or Delete icon. You can duplicate only one selected row at a time.

  6. Click Save.