Exporting file through dataset

The dataset export is used in interface data from DMP with other ERP systems, data mediators, or to synchronize the DMP data to data warehouses.

You can use the export modes in exporting files in DMP. The modes are used to enable the importing of the same files after the export, and to configure the details of the data output for reporting purposes. These are the available options for export modes:

  • Export data for import with vertical periods
  • Export data for import with horizontal periods
  • Customizable export data

Exporting data to import vertical periods

This export mode is used to enable the importing of file after the export.

  1. Select Action > Export File.
  2. Specify the configuration name.
  3. On Export Data, select Dataset and select a dataset from the list.
  4. Select the keys that you want to use in exporting the data.
  5. On Options, specify the separator character.
  6. On Export Mode, select Export data for import with periods Vertical.
  7. On Export parameters, specify this information:
    Files
    Specify the file type to be generated.
    Periods
    Select periods vertical from the list.
    Measure
    Specify a measure.
    Budget
    Select a budget from the list.
    Transaction Type
    Select a transaction type from the list.
    Original
    Specify the data values for an existing data key combination. For example, if you select Changed as a value, only the data that has been changed after the last import is included in the export.
    Phantoms
    Specify a new data key combination. For example, if you select Marked for Export, only the data that has been marked for export is included in the export.
    Year
    Specify a year.
  8. On the Folder field, specify a folder path of the data to be exported.
  9. Click Export.

Exporting data to import horizontal periods

  1. Select Action > Export File.
  2. Specify the configuration name.
  3. On Export Data, select Dataset and select a dataset from the list.
  4. Select the keys to use in exporting the data.
  5. On Options, specify the separator character.
  6. On Export Mode, select Export data for import with periods Horizontal.
  7. On Export parameters, specify this information:
    Format
    Specify the format of the file to be exported.
    Files
    Specify the file type to be generated.
    Periods
    Select periods horizontal from the list.
    Measure
    Specify a measure.
    Year
    Specify a year.
  8. On the Folder field, specify a folder path of the data to be exported.
  9. Click Export.