Understanding Data Load Rule List

This application page contains all data load rules that have been created and modified.

The Status indicates whether the latest data load was completed successfully. Red indicates a failure, green means the load was successful, and a gray hyphen indicates that no data loads have taken place.

Sort the list by clicking a column header to display the sort icon. Sort the list from bottom-up or top-down.

Delete: Planful checks for data loaded to the Actual scenario. If data is loaded for a locked period, data deletion is not allowed. Unlock the period and then click this button to perform the deletion.

Once a data load rule is created, you can delete the rule without affecting the loaded data (with the exception of the GL Data type load). For example, if you created a rule to load Segment Hierarchies and then delete the rule after you load the segments and hierarchies, the rule will be removed from the application but the segments and hierarchies you loaded will remain. In some cases, it's a good idea to keep data load rules that you create for reuse purposes. For example, you can reuse a rule to mass load new members for a dimension or update properties.

Clear Data: Delete all data loaded to date for different scenarios using the selected Data Load Rule.

For the Workforce Employee Data, you will receive an alert message if you click the Clear Data button and data exists. The alert message indicates that employee data exists and if you proceed, all employee details and associated data will be deleted. Clear Data deletes data from whichever scenario is selected and saved in the Define Overall Rule Settings step of the data load. If employees are mapped to any other scenario, the data is retained in that scenario.

Copy: Copy a selected data load rule. When the Copy Dataload page is opened, select a new name for the rule you are copying data to, or allow the system to assign a default name.

Once the copy is complete, the system will inform you, and the DLR List is automatically updated to include the new rule.

The following settings will be copied:

• General settings (name, description, etc.)
• Sample input file format information
• Overall rule settings
• Metadata (data mappings and manipulations)