Table
You can select the table from which to load the data from the Table tab. You can restrict the load to specific columns (fields) within the selected table.
After selecting a table and specifying the columns to use, you can define filters on the columns to further restrict the data load. You can also sort the data to provide an order that is respected by the load process during a Replace Dimension operation.
The title, options, and appearance of the Table tab can vary as the appearance depends on the data source type.
These are the options:
| Option | Description |
|---|---|
| Private Property Set | Open the Property Set Options dialog box. See "Property Set Options Dialog Box" for further information. |
| Catalog | Schema or database name set under the data source properties. Select a catalog or schema from the drop-down list. |
| Table | Name of the table from which to load the data. |
| Fields | Open the
Field Selection dialog box. From the
Available fields list, select the columns and move them to the Selected fields
list. The columns in the Selected fields list is displayed in the Columns tab
where they can be mapped.
Note: Use the arrow buttons to move fields between the lists.
|
| Rows | Shows the first 100 rows from the selected table. |
| Sort | Opens the Sort dialog box. |
| Filter | Currently defined filters. Click to define or change a filter. |
| Period activity | Financial data only. Indicates data is the profit and loss account activity for the period. The data is written directly to the period as specified by other settings. |
| Year-to-date balances | Financial data only. Indicates data is the year-to-date balance for profit and loss accounts. The period activity is calculated and written to the period as specified by other parameter settings. |
| Period movement | Financial data only. Indicates data is balance sheet movement data for the period. The period end balance is calculated and written to the period as specified by other parameter settings. See "Rules of operation when importing balance sheet movement data". |
| Period-end balance | Financial data only. Indicates data is the period end balance for balance sheet accounts. The data is written directly to the period as specified by other parameter settings. |
| Perform in-batch accumulation of data for same cell | Financial data only. Select this check box to
accumulate earlier data in the file with data that is displayed later in the
import file.
Note: If the check box is clear, earlier data is overwritten with
data that is displayed later in the import file. This check box is selected by
default.
|
| Overwrite stored data | Financial data only. Overwrites the existing data in the database. The Overwrite Data option is selected by default. If this option is clear, data from the source file is added to the data already in the database. |
| Reverse sign on credit | Financial data only. All data stored in the CPM database is assumed to be positive. Some source systems store credits as a negative number. This option reverses the incoming data sign when the schedule line (account) natural sign in CPM is a credit. |
| Reverse sign on debit | Financial data only. All data stored in the CPM database is assumed to be positive. Some source systems store debits as a negative number. This option reverses the incoming data sign when the schedule line (account) natural sign in CPM is a debit. |