Import Configuration Window

This window is used to configure some details for data imports. The properties vary depending on the type of data source used for your import. Browse the topic below to learn about the different versions.

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.

Excel Spreadsheet

Here’s a configuration window when an Excel spreadsheet is used for an import. Properties are described after this image.

Source Details – Information at the top of the window tells you about the type of source used for the import, which in this example is a Local File and Excel spreadsheet.

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.

Format and Related Properties – 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:

CSV or Text File

The window for a CSV or Text file includes a property to set the Target Category for the import, Delimiter used in the file, and Field Quote type for the file. The default Delimiter is Coma and Field Quote is Double Quotes. You will be prompted for configuration details if your file doesn’t use those format defaults.

SQL Server Database

The window includes a property to set the Target Category for the import.

Azure Cloud Source

The window includes a property to set the Target Category for the import. Additional properties display if your source is a file in an Azure Blob Container or Azure File Share. Examples follow of the configuration window for an Azure SQL Database and Excel file in an Azure Blob Container.

First, here’s the Azure SQL Database example.

Here’s the window for an Excel file in an Azure Blob Container. It has the same type of Format and other properties as the ones described earlier in this topic for a local Excel file.