Import Configuration Window

General –

  • 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.

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.

File Data – Make selections about how your file is set up including the format and respective selections. 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 import 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, descriptions, or measure names.

 

  • Time Series – with this import type, you need to identify how many header rows are in the import file, which of those rows contains the transaction date for each measure column, and the format the date is in such as yyyy-mm-dd.

  • Valid formats for dates in your imports are the following: