Load data into the Costing Standard application

Introduction

Each Costing Standard (CT) component has a master data table. The master data table provides structure to the related data. Reports, allocations, and other configuration items are tied to the master data table structure. You do not directly edit the master data tables. Instead, you append and map data to the tables. This ensures the structure of the master data tables is not changed.

The information below describes how to load data into the application. Refer to this topic as needed when you have to upload a data table. The upload procedure is not described anywhere else in the Configuration Guide.

Upload your source data

You must upload your source data into the application. After you upload the data, you can map it to the master data table for a component. The data tables you upload should contain fields that can be mapped to the required fields in the master data tables. The data tables do not need to contain all of the fields in the master data tables.

The general procedure for uploading a source table is given below:

1. Click the Home tab in the Ribbon.
2. Click the New menu and then click Table.
3. In the Create Table dialog, enter a name for the table.
4. Enter a category. As you start typing, matching names of categories that already exist will be displayed. Also, you can enter a new category name. The categories are used to organize the tables in the Project Explorer.
5. Click OK. The application creates the table and displays the Source step in the transform pipeline as shown below.
6. Click the File Upload option.
7. Do one of the following to add an Import step to the pipeline:
   • Click in the Details pane and browse to the file you want to upload.
   • Drag a file into the Details pane.
   An Import step is added to the pipeline.
8. Click the Import step in the pipeline and review the settings:
   • Start import at row - Indicate the first row in the table to be included in the import.
   • Columns to Exclude - Indicate if there are columns you want to exclude.
   • Text Encoding -If the data file uses a particular character encoding, select the encoding scheme from the list. If you are unsure about the encoding, select the Autodetect encoding option.
   • Delimited -Select the character that separates the data fields in the file. Most often this will be a comma.
   • Text qualifier -If there are special text characters in the data, indicate the text qualifier that is used to surround those characters.
   • Columns - Review the columns listed at the right, and if desired, change the column types. To filter by column type (key, text, number, date), click a type icon in the search field of the Type column.
9. To review the uploaded table, click the Table step in the pipeline.
10. If the table is acceptable, click Save in the Ribbon.
11. If you are done making edits, click Check In in the Ribbon.