Importing hierarchical and schedule dimensions from a text file

Mapping is a two-step process for hierarchical and schedule dimensions. For hierarchical dimensions, groups are mapped first, then members. For schedule dimensions, the schedules are mapped first, then schedule lines.

  1. From the Source list, select File. Click the ellipsis button to open the Choose Source File and Specify Row Format dialog box.
  2. Complete these steps:
    1. Browse to the location of the text file that you want to import. Select the file and click OK.
    2. Specify the options needed to correctly read and display the import file.
    3. Click Next.
    4. Under Preview, verify the columns are displayed properly. If the columns look as you expect, click OK.
  3. Complete these steps:
    1. Drag the required properties and attributes to the appropriate Destination column. Required properties and attributes are displayed in red and have a Y in the Req. column.
    2. If all members use the same attribute, you can use the Default Value column to select the attribute instead of including it in the structure data. For information about account types and associated defaults, see Dimension properties and attributes.
    3. Click Next.
  4. Repeat the preceding steps. The Preview Mapping Specification dialog box is displayed where you can verify the structure.