Importing Source Data

When directed to import a source file, Data Integration uses the current POV to determine location, category, and period, and then performs the following:

• if the Replace option is selected, deletes the existing file,
• loads the source file,
• maps source dimensions to target dimensions.

To import source data:

1. From the Data Integration home page, click to the right of the integration, and then select Workbench.
2. Optional: Click Period to select another period from the current POV.
3. Click Import ().
4. From Import Mode, select the method for importing the data.

   Available import modes:

   • Append—Keep existing rows for the POV (not merge data within) but append new rows to the POV. For example, a first-time load has 100 rows and second load has 50 rows. In this case, 50 rows are appended. After this load, the row total for the POV is 150.

   • Replace—Clears all data for the POV in the target, and then loads from the source or file. For example, a first-time load has 100 rows, and a second load has 70 rows. In this case, 100 rows are removed, and 70 rows are loaded to TDATASSEG. After this load, the row total is 70.

     For a Planning application, Replace clears data for Year, Period, Scenario, Version, and Entity that you are loading, and then loads the data from source or file. Note that when you have a year of data in the Planning application, but are only loading a single month, this option clears the specific month before performing the load.

5. For a file-based integration only: From File, depending upon whether you want to upload the data file from the application Inbox or from another location, click to navigate to the file on the File Browser and click OK.
6. Click Run.