Define Data and Structures for Export

This instruction describes how you define data and structures for export to other IBM Cognos applications. You can export data such as account structures, automatic journal types, forms, period or transaction currencies. For more exact information on which data that can be exported and read in other systems, contact your IBM Cognos consultant.

Procedure

  1. On the Transfer menu, click Publish Data and Structures/Define Datamart. The Define Datamart window opens.
  2. Click the New button.
  3. Enter the name of the template in both group and local languages.
  4. Select Type. If you do not want to use the Default type, select Statutory in the Type list box. This will include the full scope of data included in IBM® Controller.
  5. If you want to include group values, select the Group option button. Enter the consolidation type, structure version and group that you want to export data for. Select the Include Subgroups check box to include all subgroup values. It is possible to include multiple groups in the selection.
  6. If you want to include company values, select the Company option button. Enter the company code in the text box or click the Show Valid Choices button to select companies from a list.
  7. If you want to include specific accounts, select the Accounts option button and enter the account code or codes in the text box.

    If you want to include accounts from a form, select the Form option button and enter the form code in the text box.

    Your choice will influence the structure of the exported data. An account structure like the form structure in Controller will be created.

    Select the Include Intercompany Details check box if information regarding intercompany details may be of interest in exported data.

  8. In the Optional Dimensions area, enter specific actualities, currency codes, closing versions, contribution versions and/or extended dimensions to limit the data selection.

    Use the Period Dimension options to specify settings for time series analysis.

  9. Select the relevant export option button:
    • Full Export
    • Incremental Update
    Note: Old periods are removed after an incremental publish. This means that if you, for example, change a company structure, you should not do an incremental publish again. Instead, do a new initial publish.

    Changing the export type from Incremental Update to Full Export has the result that previously published values are removed from the datamart.