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The Data Manager is a Planning and Consolidation module that helps you move data in to Planning and Consolidation, as well as copy or move data within and across applications. The Data Manager supports mapping and complex transformations of data.

Integration

You can use Microsoft SQL Business Intelligence Development Studio or the Data Manager user interface to manage your packages. If using Microsoft SQL, we recommend that you have advanced knowledge with working in Microsoft SQL Server Integration Services (SSIS).

Features

Starting Data Manager

The Data Manager is integrated with Planning and Consolidation for Excel. To start the Data Manager, start Interface for Excel, then choose Manage Data from the Getting Started action pane.

Data Manager Packages

A package is a set of specific tasks that define the work to be done. These tasks are based on information you provide either by entering information in Data Manager package prompts or by modifying the package directly through Microsoft SQL Server. Planning and Consolidation is delivered with a set of standard packages that you can use as they are, or modify (see Standard Packages). The example packages provided need to be added to Data Manager from your file system (see Example Packages).

Transforming Data

Data Manager performs data transformations and mapping using transformation and conversion files (see Data Transformations).