Home > Working with Planning Projects > Building an Application > Advanced Project Functions > Data Integration > Import to Transaction

Import to Transaction
Last Updated 2/27/2012 9:29 PM

Apart from Cube model, we can also import external data to a Transaction model from a CSV file.

To navigate to the Import to Transaction wizard, {Project Tab}>Modeling>Data Integration>Import to Transaction



To define a new import for transaction model, perform the following steps:

• Step 1 Select the option to Create New Transaction Import and click the NEXT button.
• Step 2 Select the source CSV File to be uploaded to Maxiplan by clicking on the Browser button. Click Submit to upload.

• Step 3 Once uploaded, click on Preview & Analyse to view the contents of the file and analyse the fields.

• Step 4 It will display information on number of columns,data type for each column and the number of records. Click on NEXT button to continue.
• Step 5 This screen requires you to input the name of the Import script. Note:Do not click on Save button yet!

• Step 6 Select the target transaction model.
• Step 7 Select Append or Update mode. Append mode will add new records from the source CSV file to the model, while Update mode will update the model based on the identifiers specified in the import script .

• Step 8 You can select the option “Remove all records before import” to clear all the records in the model before inserting the data.
• Step 9 Selecting “Insert only valid records” will only insert valid records during the import.
• Step 10 The next part is to map the columns in the CSV file to the fields in the target transaction model.
• Step 11 If you have an identifier columns/fields, you need to specify it by checking the box next to the dimension. Identifier means that for every same combination/identified column, it will only import 1 data.
• Step 12 When you have specified the above,, you can click on the Save button on the top of the screen.
• Step 13 To run the import, you need to reopen the Import to Transaction screen, and then select Run Transaction Import, and select the Import Script name you've just created.
• Step 14 When the import completes, it will show the details of how many records were updated,inserted and invalid.