Toolbar -

• Submit The Data Import For Processing  - Click to validate the import setup and process the Data Import. Once you confirm you want to proceed, the mapping window closes and you’re returned to the Data Import list window.

• Exit  - Click to exit this window and return to the Data Import list window. Nothing will be saved or processed for the import you were setting up.

• Information  – Click to see details about the category you have identified as the import’s Target category (the one to receive imported data). See which dimensions you’ve mapped data to and identify others belonging to the category that will be impacted by the import. A tab for template information will show in the window if you are using a template with the import. See the Data Import Information Window topic to learn about details displayed in this window.

• Help  - Click to open help that is specific to working with Data Imports.

Description – Optionally provide a description for the import, which helps you distinguish it from other imports.

Configuration – Click to access the Import Configuration window. From there, you can edit basic properties that tell Viewer about your import source and the Target category for the import.

Delete Category Data Before Import – Decide whether or not to clear all category import before the new data is imported. Select this option if you want to have all existing data from ALL measures of the Target category to be cleared before the new data is imported. If left deselected, imported data is added to existing measure data.

Add Template – Optionally save your configuration and mapping details as a template that can be reused again when processing imports for the same category. See also Add A Data Import Template. The active import at the time you are setting up a template will use the template for processing.

Data Mapping Preview – This section shows up to a 100 row preview of your import file / table. The drop-down lists in the first two rows are for use in mapping import data to Stratum – use them to tell Stratum.Viewer what’s in each column, what to do with the data during the import, and what columns if any to ignore. Row(s) highlighted in green are the start of you import file and are what you told Viewer are the header rows in the import source (through a property in Import Configuration).

Note: Header rows contain descriptive details that aid you in mapping but do not get imported. For example, the header rows contain dimension names, descriptions, and measure names.

This example shows a progression of identifying what’s in your import source using drop-down lists in the mapping window. Note that as you continue to do imports in Viewer after your initial one, some mapping may be done for you automatically based on what Viewer has learned about your prior import habits. You can change automatic selections if needed.

First, the preview has no mapping properties selected yet. All columns defaulted to Ignore. By default, Data Import assumes that the import file has one header row.

Drop-down lists at the top were used to identify what’s in each column.

• First column contains Date info and the user specified the date format.

• Next column is a Dimension and the user is selecting the dimension from the provided drop-down list.

• The last two columns are Measures. More on those in the final image.

The Target drop-down list under each Measures are used to choose the target Stratum measures to receive the imported data. The mapping is complete, and the user can process the import.