Creating a data load spreadsheet

You can generate a spreadsheet that is customized for a data load set to organize and validate your external data before you load it into TRIRIGA®. You can also generate a spreadsheet that contains existing records that are already in TRIRIGA.

Procedure

  1. Go to Tools > System Setup > Integration > Data Load Manager > Data Load Sets.
  2. Open the data load set record that you want to create a spreadsheet for.
  3. Ensure the data source is correctly set up for each data load item:
    1. Select the data load item.
    2. Select the Integration Object field.
    3. In the Data Source section of the integration object form, modify the credentials of the database if needed.
    4. Select the Test DB Connection link to verify that you can successfully connect to the database.
    5. Save and close the integration object form.
  4. To export existing records from TRIRIGA into the spreadsheet, select the Export Data check box in the Create Data Load Spreadsheet section of the form.
    1. If the Export Data check box is selected, the generated spreadsheet will contain the metadata structures of the BOs and forms, as well as the actual record data from the BOs and forms, against which the data load sets are running. The spreadsheet will contain fully-populated tabs.
    2. If the Export Data check box is not selected, the generated spreadsheet will contain the metadata structures of the BOs and forms against which the data load sets are running, but no record data. The spreadsheet will contain empty tabs.
    3. Data is not exported to the following staging table columns: DC_... (excluding DC_PATH), Smart section DataConnect (generated when Used by DataConnect is selected in Data Modeler), ..._UOM (unit of measure), and ..._UOMTYP (unit of measure type). These staging table columns can be used to upload data into TRIRIGA.
  5. Click Save and then click Create.
  6. In the Spreadsheet File field, click View Content to view the spreadsheet.

Results

When you view the spreadsheet, each business object that is referenced by the data load set has the following sheets in the spreadsheet:
Overview
Includes macro descriptions and logging configuration data.
Classifications
Used to store classification data.
Lists
Used to store list data.
Locators
Used to store locator data.
ObjectHierarchy
Used to store information about hierarchical data.
Fields
Used to store field-level metadata.
Data
The column headers in the data sheets correspond with the fields that are specified in the data map of the integration objects that are referenced by the data load set.