1. Administering Tax Reporting
  2. Importing and Exporting Data
  3. Importing Data
  4. Load Methods

Load Methods

These options are available for loading a data file into an application.

  • Merge—Use this option to overwrite the data in the application with the data in the load file. Each record in the data load file is imported into the cell, replacing the old value, if any.
  • Replace—Use this option to replace data in the application. In Replace mode, before the first record for a specific Scenario/Year/Period/Entity/Mapped Data Source is encountered, the entire combination of data for that Scenario, Year, Period, Entity, and Mapped Data Source is cleared, whether manually entered or previously loaded.
  • Accumulation Type—Select one of these options to accumulate the data in the application with the data in the load file:
    • None—Each record in the data import file replaces the existing value in the database for the record.
    • With Database—The data is added to the existing value of the cell.
    • Within File—The system accumulates the cell values that are within the file.

Note:

If you have more than one line for the same POV with data and you want the data to be accumulated and loaded, the Drill through takes you to the work bench to show the lines that came in after import step. Hence, you can see all the imported rows.

However, the Drill through reports show data from the application after the job has exported data to the application. So, if you had not chosen accumulate in this case, you will only see the latest row from the file for the same POV overwritten/replacing others.