Data preparation

You can load data from any delimited text file, fixed format text file, database table or view, or a Microsoft Excel .csv file.

Microsoft SQL Server

For database tables and views, these data types are not supported:

  • Binary/VarBinary/Image
  • Timestamp

This table shows the supported data types:

Data Type Can be mapped as dimension? Can be mapped as data? Can be mapped as description?
Bit No No Yes
Char/NChar Yes Yes1 Yes
Datetime/SmallDatetime No No Yes
Decimal Yes Yes Yes
Float Yes Yes Yes
Int/bigint/SmallInt/TinyInt Yes Yes Yes
Money/SmallMoney Yes Yes Yes
Numeric Yes Yes Yes
Real Yes Yes Yes
Sql_Variant Yes Yes1 Yes
Text/NText Yes Yes1 Yes
UniqueIdentifier No No Yes
Varchar/NVarchar Yes Yes1 Yes
XML2 No No Yes

1 Assumes contents can be converted to numeric values.
2 See the Infor CPM Platform Support Guide for the list of supported SQL versions.

Oracle

For database tables and views, these data types are not supported:

  • BFile
  • Blob
  • Raw/Long Raw
Data Type Can be mapped as dimension? Can be mapped as data? Can be mapped as description?
Char/NChar Yes Yes1 Yes
VarChar2/NVarChar2 Yes Yes1 Yes
Date No No Yes
Number Yes Yes Yes
Long Yes Yes Yes
Float Yes Yes Yes
Rowed/Urowid No No Yes
Clob/NClob Yes Yes Yes
XMLType No No Yes

1 Assumes contents can be converted to numeric values.

Intercompany data

When loading intercompany data with the Use Unit's Currency option, you must ensure that for any given unit, all affiliated units that were previously loaded are included in the source data. During the load, the data is initially written to the intercompany detail table (ICREPPER_BASE). It is then summarized by Unit and written to the main data table (FINLOC_BASE).

If any affiliated units are missing from the data file, the results will be incorrect. Ensure that you run the Summary IC Data task after the data load.

Currency exchange rate data

CPM uses 1.00 as the default currency exchange rate for any missing (null) values.

Number format

To import data with an international number format, the regional settings of the web server computer must be set to the desired format. The same web server computer cannot be used to import multiple number formats.