• Quite
a long time we been getting some issues from customers that they were unable to
load HR data because the accounts are in the columns.
• This whitepaper will help you regarding how to
resolve those issues.
• Now,
Data Management have the capability of loading non-numeric value and loading
accounts in the columns.
In
this source file there is a combination of Percentage, Date, Text and a
Smartlist.
There are some pre-defined or default Smartlists in
PBCS, they are visible when you click on the Smartlist option under create and
manage.
Apart from the default Smartlists, you can see the
Smartlists you created.
Assigning the Smartlists to the Dimension
Refer the steps
mentioned in the “Defining Properties for a Smartlist”
and assign the Datatypes to the dimension
In this, all the Data types are assigned to the
Account dimension as Members.
Define an Import format in the Data management by
setting the File type as Multi Column – All Data Type.
Click on the Add expression editor and choose the
Expression type as Driver and dimension as Account as we have assigned the data
types to the Account dimension.
Then in the Columns choose the Data type columns as
1, 4
Create a new location by assigning an Import
Format.
Setup a Global mapping by defining the Prior Period Key and
the Period Key and define the Target year.
You can also setup a Source Mapping or Application Mapping
and set it to Explicit and define the same in the Data load rule.
Define category mapping accordingly.
Create a new Data Load Rule for the
Multi-period load,
Since we have defined the Expression
in the Import Format i.e “Driver=Account”, you will find a new
Column called “Column Headers”.
In this column headers you can define the column
number for each and every data type and if required you can execute them as a
standalone.
Make sure that while loading Smartlists the Load
method in the Target application is set to “All data types with security”
Define the Mappings for all the dimensions in the
Source Value and the Target Value.
To execute a data load rule, go to Data Load Rule,
click on Execute and enter the details as shown below
Select the start and end periods according to the
data that is required to be loaded and click Run. Data will be imported,
validated and exported for all the periods between the start and end period
range.
You can see the process
is being executed and being succeeded in the process details tab.
To check whether the data is load to the target
successfully we can validate in the Target application.
Go to the Navigator and click on the Forms option.
Create a new simple form using the Add icon. Define
a name for that form, click on the Layout column, and set the Point of View
accordingly.
Once when the POV is set, click on save and click
the Preview so that you can see the data displayed over the form.
Loaded Data – Preview
