Importing file by year and period

Before importing, make sure these conditions are met:

  • The file should contain the year and period columns. The names of the columns should match the input in the Import File tab.
  • The Year should be in the YYYY format.
  • The Period should be consistent with the Period Type.

    Example:

    • Months: 1, 2, 3, ... up to 12 only
    • Weeks: 1, 2, 3, ... up to 52
    • Quarters: 1, 2, 3, 4 (up to 4)

To import a file by year and period:

  1. Select Action > Import File.
  2. Specify the configuration name.
  3. Specify the separator character in Options.
  4. In Import Parameters, specify this information:
    Dataset
    Select a dataset from the list.
    Transaction Type
    Specify the transaction type.
    Period Mapping
    Select Year and Period.
    Year Column Name
    Specify the name of the year column in your file.
    Period Column Name
    Specify the name of the period column in your file.
  5. Specify a folder path where the file to be imported into DMP is located.
  6. Click Import.