Exporting file through Dataset

The dataset export feature facilitates the integration of data from DMP with other ERP systems, data mediators, or the synchronization of DMP data to data warehouses.

You can utilize various export modes when exporting files in DMP. These modes enable the importing of the same files post-export and allow you to configure the details of the data output for reporting purposes.

The available export mode options are:

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

Exporting data for import with vertical periods

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

  1. On Configuration, select a configuration from the list.
  2. On Export Data, specify this information:
    Dataset
    Select this option then select a dataset from the list.
    Keys
    Select the keys to use in exporting the data.
  3. On Options, specify this information:
    List Separator
    Select a separator character from the list.
    Missing value
    Select an option from the list.
    Date Mapping
    Select an option from the list.
  4. On Export Mode, select Export data for import with periods Vertical.
    One-line header
    Select this option to put the header in a single row.
    Exclude FRF
    Select this option to remove the FRF column and the two-leading character from OSKEY and OSLEC when saving the CSV file.
    Note: You can select this option only if the export parameter is set to CSV format.
  5. 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.
  6. On Folder/File Name, specify a folder location. Once the export is complete, the file is generated in the folder you specified.
  7. Click Export.

    To view the log file, click View log file.

Exporting data for import with horizontal periods

  1. On Configuration, specify the configuration name.
  2. On Export Data, specify this information:
    Dataset
    Select this option then select a dataset from the list.
    Keys
    Select the key option to use in exporting the data.
  3. On Options, specify this information:
    List Separator
    Select a separator character from the list.
    Missing value
    Select an option from the list.
    Date Mapping
    Select an option from the list.
  4. On Export Mode, select Export data for import with periods Horizontal.
    One-line header
    Select this option to put the header in a single row.
    Exclude FRF
    Select this option to remove the FRF column and the two-leading character from OSKEY and OSLEC when saving the CSV file.
    Note: You can select this option only if the export parameter is set to CSV format.
  5. On Export parameters, specify this information:
    Format
    Specify the format of the file to be exported.
    Files
    Select a file option from the list.
    Periods
    Specify an option from the list.
    Measure
    Specify a measure to be used.
    Year
    Select a year from the list.
  6. On Folder/File Name, specify a folder location. Once the export is complete, the file is generated in the folder you specified.
  7. Click Export.

    To view the log file, click View log file.