Importing data to a model

Data, such as your actuals for comparison scenarios or exchange rates for currency conversion, is imported from a connected integration database.

Importing data to a model requires that at least one configuration set and version have been configured in the business application and that the configuration set is marked as Configuration completed. From the Infor EPM Home page, select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition and create one or more configuration sets as required.

Data is imported incrementally and the target area is cleared before the import. The target area is defined by the selected configuration set and version and by the periods and entities from the source table.

If the option to load opening balance data or closing balance data, or both for importing financial data is switched on, then the data from before the fiscal start year is cleared for all periods and accounts but only for entities from the source table.

  1. Select Data Loads > Import of Data.
  2. Specify this information:
    Type of Data
    Select the type of data to import. You can import either financial data or exchange rates.
    Configuration Set
    Select the configuration set in which to import.
    Version
    Select the version in which to import.
  3. If you selected Financial Data in step 2, specify this information:
    Fiscal Start Year
    By default, for budget versions, the fiscal start year that is displayed is based on the start year of the selected configuration set. For actual versions, the fiscal start year that is displayed is based on the calendar settings. You can select a different fiscal start year.
    Fiscal End Year
    By default, for budget versions, the fiscal end year that is displayed is based on the end year of the selected configuration set. For actual versions, the fiscal end year that is displayed is based on the calendar settings. You can select a different fiscal end year.
    Loading Options
    By default, the options to include opening balance data for periodical entities and closing balance data for year-to-date entities are switched on. You can switch off one or both those options as required.
    Note: The loading option for opening balance data is displayed only if at least one periodical entity exists. The loading option for closing balance data is displayed only if at least one year-to-date entity exists.
  4. Click Import and then confirm that you have read the displayed warning about clearing data.
  5. Click Import.
  6. Click Close.
    The data is stored in the BudgetingMain (BPCMAIN) cube.