You can edit an import’s mapping and other configuration details at any time while previewing the data.
To adjust details like the Target category for the import or properties that indicate things like the number of header rows, click the Configuration button on the Data Mapping window. Use the Import Configuration window to make changes, then click OK.
Import Option – Add appends data to existing data. Replace clears existing data from ALL measures of the Target category then adds the new data.
Target Category – The category that will receive imported data. Measures and dimensions from that category will be available to select when you map imported data to Stratum.
Format – Format is either Transaction 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.
Transaction – 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 dates for each measure column in the import file and the date format.
Use the provided drop-down selection lists in the Data Mapping preview to adjust mapping for each column in the import.
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.