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Forum Discussion
Import TextValue from Matrix-Excel
Hi,
I have an Excel template file to import via the stage. This Excel is using a matrix-style for the values (time in columns) and also one column with a text commentary.
As I have to change the view to “Annotation” in order to import a text value, I was thinking about duplicating the rows by a derivative rule and change the view in that rule. The outcome shows the duplicated rows, but these are missing the text value. So this approch is not working.
I also tried to duplicate one time column and use a parser rule to change the view. Doing so, I would need to identify, which time period I am in during pasing, as otherwise all rows are changed.
Any ideas about that?
Regards,
Tobias
16 Replies
Please use the TV#:[Annotation] in the Excel and leave the View as YTD.
Remember that Annotation is not loaded in the cube.
Look at the help below
https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/f60299559942cdd62378a3e270f2c2d82523dc2f.pngThanks for your reply. I was reading the guide multiple times. It seems that I was always skipping that sentence
Thank you Nicolas, this response greatly helped me figure out a solution to my issue. I want to include two additional steps / reminders that I had to take in order for my imported Annotation data to show up in a cube view.
1. Make sure the Text Value field is enabled in your cube's integration settings so the data will be imported to the stage (as Nicolas is showing in his screenshot above) - kudos to this post for that tip
2. Make sure your cube view Origin member for the annotation data is O#Import - I had to change mine from what I usually use, O#BeforeAdj, because text data does not roll up from O#Import or O#Forms into O#BeforeAdj.
TomABCOneStream Employee
And for the thread note there are sample templates in Marketplace for download as well so you can examine sample token formats for cell text, etc.
Sorry to reopen this thread, but I have a similar question on a Matrix Excel Template load. Can you load an Excel Template file to the Import staging table with multiple columns as the time period with the amounts in each of them? I'm running into an error where it's looking for an Amount and Time column separately. Perhaps I don't have my Data Source setup properly? This is what my template looks like for the amounts:
If I need to start a new thread, please let me know.
Thanks,
Steven
Hi Steven,
Please can you check the title of the columns.
I would say, for testing purposes, please try to simplify this naming. (ie. Try only with this format for now : T#[2021M1]) Then do not forget that you need to map all the members in Transformation too. (ie 2021M1 to 2021M1). That should work... and only then you compexify.PS: Thanks with a kudos point 🙂
Hi Nicolas,
If I make the value just T#[2021M1] then I get an error saying it's missing an amount column.
Steven
Hi Steven,
Please check your datasource settings. The "data structure type" needs to be "Matrix data".Regards,
TobiasHi Tobias - I already have that set to "Matrix data", but still no luck.
- Sergey
Hi Steven !
In the standard demo, you can find such configuration with the "HoustonBudget" source file, I hope it will help you:
Regards,
Hi Sergey - I did check the Golfstream app for ideas first and did use as a baseline. This example uses a flat file vs. an Excel (xls/xlsx) file correct? So for the Time periods, I can see they're setting it to a certain length based on the month. However, in the Excel template I'm trying to load, I can't do that because when you upload the Excel file to preview, it's all encoded.
Happy to send an email to Partner Enablement if it's easier to have someone jump on a quick call.
Thanks,
Steven
