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.

Use this procedure to update the data mart with budgets that you exported from the Pillar application. You can also use this procedure to create a .csv file.

  1. On EB10.1, select a budget.
  2. Select Submit Rpt to display Budget Report Updates (EB19.4).
  3. Select Data Mart to display Data Mart Update (EB135).
  4. On EB135, select or specify a job name in the Job Name field.
    Note: This will save the job name that you can reuse in the future to rerun the dimension update. If you select an existing job name from the list, then select Inquire to fill in the fields on EB135.
  5. (Optional) 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, complete these fields:
    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. The first letter of the name is capitalized.

    Database Name

    Specify or select the Database Name of the data mart. The first letter of the name is capitalized.

    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, complete these fields 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(s)
    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. Complete these fields on the Data Attributes tab:

    • 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.