How to: |
You can upload, append, or merge Excel spreadsheets or CSV files using the Upload wizard. Before uploading a new file, you should review Preparing Data for Upload, to ensure that your upload runs successfully.
After you upload a new file, you can append a file by adding new data to an existing synonym, without changing the structure. This option is useful when you are working with a complex or heavily edited synonym, by allowing you to retain all previous edits and data transformations. You can also merge a file with your data and enhance the existing structure.
The procedures in this section provide step-by-step instructions for uploading, appending, and merging files using the default settings in the Upload wizard.
The next screen of the Upload wizard opens, as shown in the image below. You can use the options on this screen to preview and change spreadsheets and delimited data files before you upload them to the target environment. This screen shows you the default breakdown of your data as measures, dimensions, and hierarchies.
The Target Load Options dialog box opens.
A dialog box opens.
Note: By default, the Bulk Load check box is selected. Clear this check box if you do not have a bulk load program that supports your target environment. For example, if you are using Microsoft SQL Server, you may use a Bulk Copy Program (BCP). If you are unsure about whether you have a bulk load program installed, contact your system Administrator.
If the load is successful, a window opens, and provides options to automatically generate content from your data, create content using the new Master File, or close the Upload wizard, as shown in the following image.
Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.
The next screen in the Upload wizard opens.
The Target Load Options dialog box opens.
Note: By default, the Bulk Load check box is selected. Clear this check box if you do not have a bulk load program that supports your target environment. For example, if you are using Microsoft SQL Server, you may use a Bulk Copy Program (BCP). If you are unsure about whether you have a bulk load program installed, contact your system Administrator.
In the Select Target Synonym dialog box, select the synonym to which you want to append data.
The Target Load Options dialog box opens.
The Merge Editor dialog box opens.
If the load is successful, a window opens, and provides options to automatically generate content from your data, create content using the new Master File, or close the Upload wizard.
Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.
The next screen in the Upload wizard opens.
The Target Load Options dialog box opens.
In the Select Target Synonym dialog box, select the synonym to which you want to merge your data.
Note: By default, the Use Bulk Load to populate and Stage Table + Merge into Target check box is selected. Clear this check box if you do not have a bulk load program that supports your target environment. For example, if you are using Microsoft SQL Server, you may use a Bulk Copy Program (BCP). If you are unsure about whether you have a bulk load program installed, contact your system Administrator.
You must create at least one matching expression before you load your data.
If the load is successful, a window opens, and provides options to automatically generate content from your data, create content using the new Master File, or close the Upload wizard.
Note: If there are informational messages or if your upload is unsuccessful, the Status screen opens.
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