You can edit an import’s mapping and other configuration details at any time while previewing the data unless you have selected a template for your import. If you are using a template and want to customize mappings, detach the template by clicking the ‘x’ next to the template name.
Change the description and property that controls if existing Category is cleared before the import.
Description – Enter information to describe the import.
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.
To adjust other details, details like the Target category for the import or properties that indicate things like the number of header rows, click the Configuration button. Use the Import Configuration window to make changes, then click OK.
For all import types including local SQL Server Databases and Azure SQL Databases, you can change the Target Category. You will need to redo mapping details for measures.
For imports from an Excel file spreadsheet – Change the Format if needed. 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.
For imports from a CSV or Text file – Change 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.
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.
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.
*Note: Time Series imports are only applicable to Excel spreadsheet imports, which can be either a Transactions or Time Series format. All other import sources have data in Transactions format only.
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.