Populate a Target from a CSV File

The Target can be populated with Values via the CSV file. This method can be used when there are numerous Values that are stored in a CSV file, delimited by a comma or other character. Both Undimensioned and Dimensioned Target can be populated using this method.

PREREQUISITES

  • If you are uploading Target data for an Undimensioned Target or for only one Dimension Value, make sure that the CSV file that you plan to use contains only two columns:  Date/Time and Target Value
  • If you are uploading Target Values for multiple Dimension Values, make sure that the CSV file that you plan to use contains three columns:  Dimension Value, Date/Time and Target Value

1. Define the Target Data Source

Access Admin > Reference Objects > Targets and click on the Target's Active Name Link to open the Target Editor or create a new Target

Open the Info tab and in the Sourced from field select "entered data" option.

2. Populate the Target

Open the Target Data tab

[+ Load From file] to open the Load From File window.

2.1. If the Target is Undimensioned

If your Target is Undimensioned
  1. Delimiter: Confirm that the Delimiter character is the same as in your CSV file
  2. Date format: Choose the format in which the date/time is represented int the CSV file
  3. File: Select the CSV file containing your data from the local PC
  4. [Import]

2.2. If the Target is Dimensioned

  1. Load data for: Select whether you are uploading data for one Dimension Value or for multiple Dimension Values
    • If you are uploading only one Dimension Value data, you will select the Dimension Value in the separate field and use the same file format as is applicable for Undimensioned Targets
  2. Delimiter: Confirm that the Delimiter character is the same as in the CSV file
  3. Date format: Choose the format in which the date/time is represented in the CSV file
  4. File: Select the CSV file containing your data
  5. If a conflict exists between existing target values and the file target values: Select what to do with the conflicting data
  6. [Import]

3. Review the Target Values Table

The Values from the file will be shown in the Target Values table.