Importing Fiscal Periods into TRIRIGA
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Have you ever wondered how to import a new fiscal calendar into TRIRIGA? I have wondered and recently went through the exercise of loading a new calendar. So I will share my thoughts with you. Keep in mind, Classifications are hierarchical,
First, you need to go into TRIRIGA, to Classifications and add a new Fiscal Period. You can do this manually. Once that is entered, you then work with your import files to get them in the correct format to then use Data Integrator to load into TRIRIGA. When working with your import files, they need to be in a .txt format. However, in order to make sure the formatting is correct, you need to edit them in Excel and save it as a .txt file. If you don’t, it could cause problems when you load the import files. Before loading, you should create the Fiscal Period manually. This will be used in the path when loading fiscal years, quarters and months.
Note: before loading your data, it is always a good idea to load a couple of records to make sure it loads correctly and in the right spot before loading everything.
Starting with Fiscal Years, your import file would look something like this:
It has the column names in the header. Then you enter your data. You need to be sure that the path name is correct. Then in Excel, you would save it as a .txt file. Once you have your import file, you can go to TRIRIGA Data Integrator to load your file. When importing the file, it is important to make sure you have the correct settings. You want to have the Module set to Classifications. The Business object to Fiscal Periods and the Form set to Fiscal Years.
After you loaded your sample file, you should go to Clas
If there is an error, generally it could be something like the header was not correct. Or the path name of the Fiscal Period is not correct.
Once you have successfully loaded the fiscal years, you can then load the Fiscal Quarters followed by Fiscal months using the same steps above. Just be sure you get the correct path name and when you use Data Integrator be sure to use the appropriate form. And I recommend that you import a few records at each level to be sure that it will load successfully. If it loads under the wrong category incorrectly, then you need to manually delete those records which could be time consuming.