Here’s the steps for setting up a data import that uses a local SQL Server database table as its source of data.
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
then click the SQL Server Database option.
3. When prompted, choose the table with the data to import. Then click OK.
4. If a Template Selection window displays templates that are a match for your category of import data, you can choose a template that handles configuration and mapping for you.
a. Choose a template and click Preview to review the applied template, then go to Step 7.
b. Or, choose a template and click Process to proceed with processing the import and skip previewing it.
c. Or, choose None then click Preview to proceed without using a template. Go to Step 5 of finish setting up the import.
OR
4. If an Import Configuration window displays, select the Target category for the import.. Then proceed to Step 5. 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.
5. Use the Data Mapping window to finish setting up the import details, such as mapping that tells Stratum where to import the dimensions and measure data from the import file.
a. Description – Enter information to describe the import.
b. Delete Category Data Before Import – Select this option to clear all existing data from ALL measures of the Target category before the new data is imported. If left deselected, imported data is added to existing measure data.
c. Mapping – Use the provided drop-down lists to tell Stratum about the date format of data and which measures to import data to.
Ignore – For any columns you don’t want considered, select Ignore.
Date –In the column containing dates, select the format associated with the import file’s dates.
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.
6. {Optional} To save these configuration and mapping details for reuse with future imports for this category of data, click Add Template and set up the template. Save your template, then go to Step 7.
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.