All Data Types Data Load Process Description

At a high level, when working with the all data types load method, note the following:

  1. In the Target Application feature, on the Application Options tab, select the either the All data types with auto-increment of line item or the all data types with security load method.
  2. In the Import Format option, select the file type for the All Data Type load method.
  3. For multi-column types only in the Data Load Rule, assign any driver dimension member(s) for multiple column data types. The driver dimension is the member into which data is loaded. The driver dimension is only applicable to a multiple column type, not delimited or fixed. If no header record or member expressions are assigned, you can select the members from the Member Selector screen in the import format or the data load rule.
  4. In the Data Load Workbench, verify the values of the data type in the Data Column.
    The Data Load Workbench displays the Data Column instead of the Amount Column.
    1. Use the Import from Source feature to import the data from the source system, perform the necessary transformation, such as import, map, and validate the data.
    2. Validate the source data.
    3. Export the data to the Planning application.
    For more information about how data is loaded in Planning, see the Outline Load Utility in Administering Planning.