Importing file by YYYY?PPPP

The question mark (?) in the periodcalc format YYYY?PPPP represents the separator between the year and the period. The separator can be any letter, special character, or null value. However, it cannot be a number, and it must not be the same as the file’s list separator.

If your date is January 2017, these formats are acceptable:

  • 2017-1
  • 2017-01
  • 2017-001
  • 2017-0001
  • 20171
  • 201701
  • 2017001
  • 20170001

These example formats, using the same example date, are not acceptable (but not limited to these):

  • 17-0001
  • 2017-2801

Before importing, verify that these conditions are met:

  • The file must contain a column for the date.
  • The date must be in the periodcalc format YYYY?PPPP.
  • There must be no duplicate rows. There must be no two rows having the same year and period.
  • The column name input in the Import File tab must match the column name in the file.
  • The separator (?) of YYYY and PPPP must not be similar to the list separator of the file.

Here’s a sample CSV file for YYYY?PPPP:

*FRF,UCWHLO,UCITNO,YearPeriod,MFCFOR
,001,0001CGHAI,2017-1,500
,001,0001CGHAI,2017-2,620
,001,0001CGHAI,2017-3,480
,001,0002CGHAI,2017-1,300
,001,0002CGHAI,2017-2,310
,001,0003CGHAI,2017-1,150
,001,0003CGHAI,2017-2,200
  1. From the menu, select Action > Import File.
  2. In Configuration, specify this information:
    Name
    Specify the configuration name.
  3. In Options, specify the character separator.
  4. In Import Parameters, specify this information:
    Dataset
    Select a dataset from the list.
    Transaction Type
    Specify the transaction type.
    Period Mapping
    Select YYYY?PPPP.
    Column Name with YYYY?PPPP values
    Specify the column name that contains YYYY?PPPP data.
  5. In Folder/File Name, specify the folder path for the file to import into DMP.
  6. Click Import.
    When the progress bar reaches 100%, the import is complete and the system updates the data in the dataset. In the Favorite View, the grid displays details from the imported file based on its content.

    To review the log, click View log file.