.
If your implementation is set up to use other types of imports, a menu
will display when you click New. Click the Local File option.Here’s the steps for setting up a data import that uses an Excel spreadsheet, CSV file, or text file 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 .
If your implementation is set up to use other types of imports, a menu
will display when you click New. Click the Local File option.
3. When prompted, choose the Excel, CSV, or text file with the data to import. Then click Open.
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 and make other selections to begin telling Data Import about the data in the file. 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.
a. For imports from an Excel file spreadsheet, choose the Format – 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.
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.
b. For imports from a CSV or Text file – Specify the Delimiter and Field Quote used for the file. These file types are always in Transactions format so that option doesn’t have to be specified here.
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 – 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).
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.