Importing file by Year and Period

Before importing, verify that these conditions are met:

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

    Example:

    • Months: 1–12
    • Weeks: 1–52
    • Quarters: 1–4

For examples of a valid CSV file for this type of period mapping, see examples 1 and 2 in Importing Files.

  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 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. 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.