Using the Workbench

The Workbench provides a point of view (POV) framework to import, view and verify, and export data from your source system.

The Workbench provides a point of view (POV) framework to import, view and verify, and export data from your source system. Key features of the Workbench include:

  • an interactive load process with options to import (Image shows the Import icon.), validate (Image shows Validate icon.), export (Image shows Export icon.), and check data (Image shows Check icon.).

  • provisions to view Source (All)/Source (Mapped)/Target/Source and Target values

  • a PTD/YTD value display for ready reference

Additionally from the Actions menu in the Workbench also enable you to:

  • Export Data—Export data to a .csv file,
  • File Browser—Launch the File Browser
  • Target View—Display only the target view of the Workbench data.
  • Delete Imported Data—Delete all the associated data for a selected period from the staging table?

Image shows a Workbench page.

To display the Workbench:

  1. From the Data Integration home page, click Image shows Select icon. to the right of the data integration, and then select Workbench.

  2. Click Period, and then from Period drop-down, select the POV of the period and click OK.

    Image shows the Period POV drop-down screen.

  3. Optional: To show only selected data in the Workbench, from the Show drop-down, select the data to show:

    Available options:

    • All Data
    • Valid Data
    • Invalid Data
    • Ignored Data

  4. Optional: To filter the data in the Workbench, click Add a Filter, and select the value (dimension) to which to apply the filter.

    For more information, see Filtering Workbench Data.