.1. Click Master Data Import in the Admin Utilities view group.
2. In
the Master Data Import
list window, click New .
3. When prompted, choose the Excel file to import. Then click Open.
4. Use the Import Configuration window to select the Target dimension for the import and make other selections that tell Master Data Import about data in the file. The Target dimension has the User Controlled Attributes where imported data is meant to be added, and the selection impacts the attributes available during Step 5.
Note: Once you have done a few imports, Master Data Import learns about your import data habits and can do some automatic configuration and Data Mapping. When that happens, the Import Configuration window is bypassed. You can open it anytime by clicking the Configuration button in the Data Mapping window.
Import Option – Choose Update or Replace. An Update will update existing data and add any new data included in the import file. A Replace clears existing data for all of the User Controlled Attributes that belong to the import’s Target dimension then adds data from the import file to the applicable attributes. Care should be taken when using a Replace since it removes data for all of a dimension’s User Controlled Attributes even if the attributes aren’t included in the import file. If there is existing data you don’t want to lose, then set the import configuration to Update instead of Replace. See also When To Do An Update Vs. When To Do A Replace For Your Master Data Imports.
Target Dimension – The Target dimension is the one with the attribute(s) that will receive imported data. User Controlled Attributes from that dimension will be available to select when you map imported data to Stratum.
Header Rows In File – Specify how many header rows are in the import file. Header rows contain descriptive details that aid you in mapping but do not get imported. For example, the row(s) contain dimension names, descriptions, or attribute names.
5. Use the Data Mapping window to finish telling Stratum what dimensions and attribute data are in the import file. Drop-down lists are provided at the top of the data preview. Use them to make mapping selections.
Ignore – For any columns you don’t want considered, select Ignore.
Dimension – Choose Dimension for the column that contains the dimension key values, then use the Select A Target drop-down list to select the name of the Target dimension for the data.
Attribute – Choose Attribute for columns that contain attribute data (values), then use the Select A Target drop-down list to select the name of the Target attribute for the data.
6. Click the Validate button to check that import data is in the proper format and contains the needed details to proceed.
7. Master
Data Imports are meant to be processed after you are done mapping their
data to Stratum. Click the Submit The Master Data Import For Processing
icon.
When prompted, confirm that you want to proceed with the process.