Budget import

Importing the file into flex.bi

Once you have the file all you have to do is to upload it to flex.bi like you would any other file by uploading it through the Source Data tab in flex.bi

Then press on the Preview (Button) next to your uploaded file.

A new page will appear:

In the new page you have to

1. Select the cube you wish to import the data into by selecting the cube name from the "Cube" drop down list
   
2. Selecting the amount of header rows you have in your file by selecting the amount from the "Header rows" drop down list (for the example file the amount should be set to 1 header row). Once you change the amount you will be prompted to reload the page.
   

3. Then you have to select the data types for each of the columns being mapped. Each data type is used for the following data:
   a. String -  used for fields that need to be interpreted as text, that is, you wont be doing any mathematical calculations with them.
   b. Integer - used for fields that need to be interpreted as whole numbers (1 or 2, or 3, or 20000), you plan to do mathematical calculations with these.
   c. Decimal - use for fields that need to be interpreted as decimal numbers (1.0, or 2.5, or 3.9 or 20000.99), you plant to do mathematical calculations with these.
   d. Date - use for fields that need to be interpreted as a date, the format used for these fields needs to correspond to one of the following options - YYYY-MM-DD or YYYY.MM.DD, or DD.MM.YYYY, or YYYY/MM/DD, or MM/DD/YYYY (Where YYYY - full year, MM - full month number, DD - full day number), an example can be seen in the example file.
   e. Datetime - use for fields that need to be interpreted as date with time attached to it, the format use for these fields needs to correspond to one of the following options : YYYY-MM-DD hh:mm:ss or YYYY.MM.DD hh:mm:ss, or YYYY/MM/DD hh:mm:ss or MM/DD/YYYY hh:mm:ss (Where hh - hours in 24 hour format, mm - minutes, ss - seconds) 
   
   

   Account numbers are not interpreted as numbers but as text, so make sure to set the data type for the account number as string (text).

4. Then you have to select the dimensions for each of the columns that they are going to be mapped to. 
   a. Always make sure that the date/time is mapped to the Time dimension
   b. Always make sure that the account numbers are mapped to the Account dimension
   c. Always make sure that any object types/customer classes/item classes are mapped to their appropriate dimensions
   d. Always make sure that number values that you plan to do calculations with are mapped to the Measures dimensions
   
5. Under Level or Measure enter the name you want to see for the measure or level in the column. In the example our Income Budget will be mapped to the measures dimension, because we plan to do calculations with it and we have manually entered the name for the measure as Income Budget, you can name this measure what ever you want.
   

6. When you need to import several columns as the same dimension attributes then click Edit in Advanced options section and specify the following options:

   • ID column - if attribute is unique integer ID attribute of dimension member. If ID column is not specified then dimension members will be identified by key column and IDs will be automatically generated for each new key column value.
   • Key column - if attribute is unique numeric or string key of dimension member (like issue number here)
   • Name column - if attribute is longer name that should be displayed as dimension member name (if not specified then key column will be used as name column). But keep in mind that name column still needs to be unique within dimension (therefore in this case we will not use title as name as it might not be unique).
   • Ordinal column - if this attribute should be used to order dimension members.
   • Property name - specify if attribute should be imported as additional property for dimension member which is identified by ID or key column.
   • When importing date or datetime field as dimension property you can specify additional options:
     • Date count measure - specify measure name that should store count of imported rows in this date.
     • Date count dimension - specify time dimension which should be used for this measure (by default Time dimension name is suggested).

   

7. Press Start Import

You should now be able to view the data you have added in the appropriate cube under the appropriate dimension -> Select members -> User defined.

The added measure or level can then be used in reports and in calculated members.