Creating, Editing, Copying, and Deleting Loads

Creating a viewpoint load enables you to define the load options beyond the standard set of options that are available in default loads (see Default and Defined Loads).

You must have Owner or Metadata Manager permission on a dimension in order to create, edit, copy, or delete a viewpoint load for that dimension.

Creating a Load

1. Inspect the dimension that you want to create a load for.
2. On the Loads tab, click Create.
3. In the Viewpoint drop down menu, select the viewpoint that you want to load to, and then enter a name and a description and click Create.

   Note:

   You can select from all active viewpoints for the dimension that are not time-labeled.

Editing a Load

After you create a load, you can edit it to specify the load options that you want to use.

1. On the General tab of the load inspector, click Edit to change any of these general settings:
   • Name and description of the load.
   • The view or viewpoint to run the load to. Only active, non-time-labeled viewpoints within the dimension that you are creating the load for are able to be selected. If the viewpoint has been archived, a warning icon is displayed.
   • Default file name for the load file. Ensure that you enter a valid text format such as .csv, .or .zip. See Viewpoint Load File Format.
2. On the Options tab, specify your File Format, Processing, and Merge options:
   • File Format Options:

     Field	Description	Example
     Delimiter Character	Character that separates text strings. Select a value, or select Other and enter the delimiter character. You can enter more than one character as a delimiter.	Comma
     Line Feed Style	Character that advances to the next line	CR+LF (Windows) CR Only (Mac) LF Only (Linux)
     Clear Value Keyword	Keyword to clear the value for a property	<clear>
     Defined Empty String Keyword	Keyword to replace defined empty values in the file	No Data
     Top Node Keyword	Keyword that indicates that a node is a top node.	Root

   • Processing Options:

     Field	Description
     Ignore Empty Fields	Specifies how empty fields in the load file are processed: Enabled: No value is loaded for the property. (The value for the property will be null if it does not inherit a value and there is no defined or default value.) Disabled: A defined empty value is stored for the property if the property data type supports defined empty values. If the property data type does not support a defined empty value, the load will display a warning and no value will be loaded for that property.
     Expand Allowed Values	(Applies to loads in Replace mode only) Specifies whether or not new distinct allowed values can be added to properties with string and list data types that are set up to use allowed values when you run a load Enabled: Values in the load file that are not already in the list of allowed values for that property are added to the list of allowed values for that property. Note: If there are currently allowed values at the node type override level, the loaded allowed values are added to them. Otherwise, the new allowed values are added at the application override level. Disabled: Values in the load file that are not already in the list of allowed values for that property are not added to the list of allowed values for that property.

   • Merge Options:

     Field	Description
     Process Deletes	Specifies how delete operations are processed during merge loads: Disabled (default): Removes nodes from a bound viewpoint if they do not exist in the load file. No nodes are deleted from any bound node type. Safe Mode: Removes nodes from a bound viewpoint if they do not exist in the load file. The removed nodes are also deleted from bound node types only if the nodes are not used in any other hierarchy node set or hierarchy set for the dimension. Forced Mode: Deletes nodes from a bound viewpoint if they do not exist in the load file. These nodes are deleted from node types used by any node set and hierarchy set in the dimension.
     Process Reordering	If enabled, this sets the order of the nodes in the viewpoint being loaded into to the order in which they appear in the load file. Caution: This option may generate a large number of request items if there are significant differences between the existing order and the order in the load file.
     Default Data Source	Enables you to optionally select a default data source for the data being loaded. During viewpoint load, each request item created in the load request is populated with the name of the data source that you selected. Only data sources that are unregistered and enabled can be selected. See Understanding Data Sources.
     Auto Submit	Select to automatically submit merge load requests if there are no validation issues.
     Bypass Approvals and Commits	Select to bypass approvals and commits for auto-submitted merge load requests.

3. Click Save.

Copying a Load

1. On the Loads tab in the dimension inspector, click the Actions menu , and then select Copy.

2. Optional: Edit the name, description, application, dimension, view, or viewpoint for the copied load, and then click Copy.

   The copied load is created and displayed in the inspector.

Deleting a Load

To delete a load, on the Loads tab in the dimension inspector, click the Actions menu , select Delete, and then click Yes to confirm.

Note:

Deleting a load will not delete the history associated with that load (see Reviewing Viewpoint Load History).