Running the Data Loader

To run the Data Loader:

  1. On the CPM Server computer, select Infor Corporate Performance Management > Strategy Management > Data Loader.
  2. Choose the plan you want to load data into and the type of data it is (actual or target). Click Next. If your plan still has values that need to be written back to the database, you will get a warning that you need to run the Merge Writeback Table utility before you can load data.
  3. Select the file that contains the data you want to load. If the first row of data in the file has the column names, ensure the box is checked. If not, clear the check box. Also, choose the character that separates the data in the file (comma, semicolon, or tab) and if there is a text qualifier (none, single quote, or double quote). Click Next.
  4. Select whether your data is organized by name or ID number. We strongly recommend that you organize your data file by ID. This avoids problems with duplicate member names since members cannot be shared. Once you have made your selection, use the preview pane to ensure that all of the data has a name or ID associated with it. If the data is complete, click Next. If not, click Cancel and fix your data file.
  5. If you want to load your data immediately, ensure that box is checked. You can also choose to save the information that you put in the wizard as a DTS package. You should do this if you are loading your data file again in the future. If you want to save the information as a DTS package, ensure the Save this process check box is checked and give the package a name and password. You can both load the data immediately and save the DTS package at the same time. When you are ready, click Finish. If you save a DTS package, you must have a trusted sign in name in the SQL Server database. The DTS password is used for both package owner and package user. You need to use the owner’s password if you open or modify the package. You need the user's password if you execute the package. If you are the package owner and you do not want to anyone else to modify the package, you can change the owner's password in the SQL Server DTS Designer.
  6. The Data Loader displays a dialog box that confirms the data was loaded or the DTS package was saved. If you chose to do both, the data loading is confirmed, but not the saving of the DTS package. Click OK.
  7. Click Exit.