Updating the data mart

Note: The data mart to which you are updating budgets must exist before you run this program. You must also establish mapping between the Pillar application's budget data and the data using Data Mart Relationships (EB35.1).

See Creating data mart relationships.

You can also use this procedure to create a .csv file.

  1. On EB10.1, select a budget.
  2. Select Submit Rpt to show Budget Report Updates (EB19.4).
  3. Select Data Mart to show Data Mart Update (EB135).
  4. On EB135, select or specify a job name in the Job Name field.
    Note: You can reuse the job name that you specify to rerun the dimension update. If you select an existing job name from the list, then select Inquire to populate the fields on EB135.
  5. Optionally, specify a description for the job in the Job Description field.
  6. Select or specify a user name in the User Name field.
    Note: Usually, this is your system user name.
  7. In the Parameters group on the EB135 form, specify this infrormation:
    Budget Name

    Specify or select the budget name for which you have exported budgets.

    Application Name

    Specify or select the application name of the data mart.

    Database Name

    Specify or select the database name of the data mart.

    Fiscal Year

    Specify the fiscal year for the budgets that you are updating to the data mart.

    Output Option

    Specify 1 to export the line item report directly to the data mart specified or 2 to generate a CSV file format.

  8. On the Budget Reports tab, select the Budget Report name.
  9. If you are creating output for a data mart, specify this information on the Data Mart Output tab:
    • Data Mart Login
    • Data Mart Password
    • Confirm Password
    • Calc All/Script
  10. If you are creating a CSV output, then complete these fields on the CSV Output tab:
    Export File Name
    Specify the export file name.
    File Layout

    Select P to include page and columns, C to include columns, or R to specify rows only.

    Delimiter Option

    You can select comma (C) or white space (W) as the delimiters for your output file.

  11. On the Data Attributes tab, select these options:
    • Select Y or N to include or not include Period Totals.
    • Select the Data Signs to use.

      Select A to use the Accounting Sign. All data values with be converted to the accounting definition.

      Select R to use the Reverse Sign. All data values will be multiplied by -1.

      Select N to specify No Sign Change.

  12. Click Add on the tool bar to add the job.
  13. Select Submit on EB135 to update the data mart with the budgets exported from the Pillar application.