.1. Click Analyst Tools then Data Import from the main menu in the top panel of Stratum.
2. In
the 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 category for the import and make other selections to begin telling Data Import about the data in the file. The Target category is where imported data will be allocated and impacts the measures available during Step 5.
Note: Once you have done a few imports, 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 to Add the imported data or Replace existing data with imported data. A Replace clears existing data from ALL measures of the Target category then adds the new data.
Target Category – The Target category is the one that will receive imported data. Measures from that category will be available to select when you map imported data to Stratum.
Format – Format is either Transactions or Time Series. Transaction means the dates for an import are in a column in a file. Time Series means dates are in a header row across the top of the file. The remaining selections to make depend on the selected import format.
Transactions – with this type, you also need to identify 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 rows contain dimension, descriptions, or measure names.
Time Series – with this type, you need to identify 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 rows contain dimension or measure names. You also need to identify which header row contains the transaction date for each measure column in the import file and the date format.
5. Use the Data Mapping window to finish telling Stratum what dimensions and measure 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 columns that contain dimension details, then use the Select A Target drop-down list to select the name of the Target Stratum dimension for the data.
Measure – Choose Measure for columns that contain measure data (units, amounts, other), then use the Select A Target drop-down list to select the name of the Target Stratum measure for the data.
Date – If you are working with a Transaction type of import file, one of your columns needs to be identified as the Date column. Choose Date for that column and then select the format associated with the import file’s dates. This selection does not apply to imports that are Time Series type because that date information is contained in a Header Row (see Step 4 where row and format for the dates are specified).
6. Click the Validate button to check that import data is in the proper format and contains the needed details to proceed.
7. Data
Imports are meant to be processed after you are done mapping their data
to Stratum. Click the Submit The Data Import For Processing 
icon.