Defining a Flexible Upload 

Use

You define flexible upload in customizing to import data from a file into the consolidation system.

This specifies which data format the file has.

Procedure

A. Define the Task

Define a task for data collection so you can execute the flexible upload in the consolidation monitor.

B. Define the Upload Method

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      1.      In the process view of the workbench, choose Consolidation Functions ® Data Collection ® Flexible Upload.

      2.      Create an upload method and give it a name.

      3.      Select the data type (for example, reported financial data).

      4.      If more than one characteristic is available for the selected data type, select the characteristic to be uploaded.

Settings

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Make the settings for flexible upload.

For details, see the section Customizing for Flexible Upload.

Field catalog

      1.      Determine if you want to use an external field catalog.

      2.      Specify which data columns the upload file has and which sequence they are in. To do this, drag the desired fields from Remaining Fields to the field catalog.

You can also use free fields to skip over data that is contained in the file, but is not relevant for consolidation. For more information on free fields, see Customizing for Flexible Upload.

Mapping (optional)

If you want to use an external field catalog, define mapping settings.

Selection

If you use an external field catalog, in the selection you can restrict your source data and the scope of what is to be posted.

C. Assign a Method

If transaction data is to be uploaded, do the following:

Assign the upload method to a data collection method.

Assign the data collection method to the respective consolidation unit in the data collection task.

See also the section Data Collection Method.

D. Prepare the Upload File

Make sure that the upload file possesses the attributes you specified in method customizing.

The upload must have the file type text.

As an alternative, you can first create the file in Microsoft Excel™. Then you can save the spreadsheet as a text file by saving the workbook with the file extension .TXT or .CSV.

Before you upload the data, check the Microsoft Excel file as well as the text file.