Importing file by PPPP?YYYY

The question mark (?) in the periodcalc format PPPP?YYYY represents the separator between the period and the year. 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.

In the periodcalc formats PPPP?YYYY and YYYY?PPPP, PPPP represents the period number. For example, 1–12 for months and 1–52 for weeks. It can be 1 to 4 digits.

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

  • 1-2017
  • 01-2017
  • 001-2017
  • 0001-2017
  • 12017
  • 012017
  • 0012017
  • 00012017

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

  • 0001-17
  • 2801-2017

Before importing, verify that these conditions are met:

  • The file must contain a column for the date.
  • The date must be in periodcalc format PPPP?YYYY.
  • Do not include duplicate rows. Do not include two rows with 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 PPPP and YYYY must not be similar to the list separator of the file.

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

*FRF,UCWHLO,UCITNO,PeriodYear,MFCFOR
,001,0001CGHAI,1-2017,500
,001,0001CGHAI,2-2017,620
,001,0001CGHAI,3-2017,480
,001,0002CGHAI,1-2017,300
,001,0002CGHAI,2-2017,310
,001,0003CGHAI,1-2017,150
,001,0003CGHAI,2-2017,200
  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 PPPP?YYYY.
    Column Name with PPPP?YYYY values
    Specify the column name that contains PPPP?YYYY 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.