Tuesday, June 26, 2012

How to load the data using rule file in Essbase

In Essbase data can loaded into database in two ways:
                 Excel Lock & Sends.
                 Rule files.
Through Lock & Sends in excel data can be update/insert to the perticular combination of members.
Through rule file you can load the data file which consists bulk data.


You have the data file which is in compatible with Outline
The data file is
Step 1) Open the data pre editor : Editors -->Data Pre Editors and then open the data file File-->Open Data File 
Step 2) By default the delimiter in Essbase is TAB, to change according to the data file: Options -->Data Source Properties -->Delimiter
Step3) Set how the data is going to be stored in database, whether the new values over write the old values or Add to the existing values or Substract from the old values.
Options-->Data Load Setting-->Data Load Values

Step 4) While creating the rule file for data loading, there should be at least one member from each standard dimension.
Field --> Field Properties -->Data Load Properties 
set the member combination for  which you are going to load the data.
for data field choose field type as Data field.
Step 5) Set view to the data load field.
Step 6) Validate the rule file and save the file with valid name.
Step 7) now to load the data, right click on the database and choose data loads and un check modify outline and check the data load and choose the data file and rule file.
Step 8) If the data load success then you will get  message in the first  window of the below image, if there are any warning the message will be displayed in the middle box and if there are any errors then the message will be displayed in the last box.

Step 9) now the data loaded successfully , to validate the data retrieve the data to the excel and verify the data.