Support for Asian Characters in Transaction Data Loads

You can load Transaction data with Chinese, Japanese, Korean and Malay characters using a Translation or GL Data - Data Load Rule. Once loaded, you can view the data in the Dynamic Report Transaction Report by drilling through to transactional data.

If you are a new customer to Planful (starting March 16, 2018), there is no action to take to use this feature. For existing customers (prior to March 16, 2018), the following steps need to be completed.

Complete the following steps (for existing customers):

1. Contact the Planful Support team to enable this feature.

2. Access the Transaction Details Setup page by navigating to Maintenance > DLR > Transaction Details.

3. If the User defined attributes are not present in the existing Transaction Details Setup, you must add them using the ‘+’ icon before saving the Transaction Details Setup. Please note that as per the existing behavior, if any changes are made to the Transaction Details Setup screen before saving, then the earlier Transactions loaded are lost.

   

4. Asian characters can be loaded to user defined attribute columns only. You cannot load data with Asian characters to segment members. To add a new user defined attribute, click the add ‘+’ icon and select Text for Attribute Data Type. Select URL to enter a web hyperlink.

5. For Attribute Length, enter up to a maximum of 4000 characters.

6. Click Save.

7. Access the Data Load Rule and load Transaction Data for the GL Data/Translations Data that has been loaded. If using the File Load type, ensure that when the Excel load file is saved, the Save As format option is either CSV UTF-8 (Comma delimited) (*.csv) or Unicode Text (*.txt).

8. Create a Dynamic Report to view the Transaction Report. The image below displays a Dynamic Report (with drill through enabled for Transactions). To view transactional data with Asian characters, double-click and the Transaction Report displays (also show below).

9. If you are an existing customer and require a migration of the existing Transaction data, then the transaction data needs to be reloaded.

In the image (below) you can see how the attribute columns map between the Transaction Data and Transaction Report.

Make sure you enable Drill Through to Transactions for the Dynamic Report. To do so, click Format and select Transactions as shown below.

Translation Data Load

To load transaction data with Asian characters using translations, set up a Translations data load rule. For information on how to do so, see the Transaction Details: Loading Transaction Data with Translations topic in the Admin Guide to Loading Data to Planful.