Use Case on Data Load Rule File Load Level Based Approach

In this use case, Department dimensions are loaded from an Excel file in a level-based hierarchical format using a Data Load Rule. The source data is shown below.

1. Navigate to Maintenance > Data Integration > Data Load Rules.
2. Click the New Data Load Rule tab.
3. Select Load Type select File.
4. For Load Item, select Segment Hierarchies.
5. For Load Sub Item, select Department
6. Click Next, or click the Select Sample Input File tab.
7. For File Type, select .xls.
8. There is one header row so enter a 1 in the Row with Header field. For # of Rows to Skip, enter 1 (also shown below). For # of Source Fields, enter 4 as there are 4 columns in the .xls file that are being loaded.
9. Click Choose File in the Sample Data File field (under File Information) and select the .xls file shown at the beginning of this use case.
10. Click Next.
11. For Build, select Level. There are 2 levels in this hierarchy, select 2 in the Max Number of Levels drop-down list. Then, click Next.
12. Click the Manipulate Input File tab or click Next. This is where you can manipulate the file or format of the data from which you are loading data.
13. Click Define Data Mappings or click Next. Map Planful source data columns (Source Column) to target segments (Maps To). This mapping tells the system where and how your data will display in the columns once the load takes place.
14. Click Load Data or Click Next. This is the final step in the Data Load Process. If there are issues with the load, an error log is created. If the Data Load was successful, a message indicating so will appear. Click Finish.