Importing data

You can import Budgeting & Planning data and exchange rates.

  1. Return to the Data Integration for BDS page.
  2. In the Base Data Store Database Connection section, complete these steps:
    1. Specify the server name.
    2. Specify the user name.
    3. Specify the password.
    4. Click Connect.
      A connection is established to the SQL Server computer where the Base Data Store database is hosted. The list is populated with the databases. Only databases that have been configured as Base Data Stores display.
    5. Select the Base Data Store source system database.
  3. In the Integration Database Connection section, complete these steps:
    1. Specify the server name.
    2. Specify the user name.
    3. Specify the password.
    4. Click Connect.
      A connection is established to the SQL Server where the integration staging database is hosted and the list is populated with the databases. Only databases that match integration staging database schemas are displayed.
    5. Select the integration staging database.
  4. Click the Data Configuration tab.
  5. Select the dimensions to use as data from the source system.
    Configuration set
    Select the configuration set.
    Version
    Select the version.
    Years
    Select the fiscal years. You can select multiple years.
    Period
    Select the fiscal periods. You can select multiple periods. If no value is selected, all periods are included.
    Accounting Book Type
    Select the book type. For example, Actual or Budget.
    Accounting Book Instance
    Select the book instance. For example, budget versions.
  6. Optionally, select the Reverse Assets, Reverse Liabilities, Reverse Revenues, and Reverse Expenditures check boxes if the signs must be reversed for financial data coming in from the source systems.
  7. Click Load Source Data.
    Status messages, including errors, display during the import. If there are no errors, the message Processing Finished displays.