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Adaptive Planning
Steps: Configure Staging Tables and Columns for Spreadsheet Data Sources

Steps: Configure Staging Tables and Columns for Spreadsheet Data Sources

  • Import your spreadsheet data source.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
Staging tables display in the tabs in the
Tables to Import
 section after you import from data sources. Staging tables enable you to view the imported data and structure of your data source. You can confirm and refine the structure before you load the data into your model.
In the staging tables you can:
  • Compare the source with the staging table results.
  • Use advanced filters to review smaller areas of the structure and data.
  • Change the table settings.
  • Add and remove staging tables from the import.
  • Add and remove columns from the import.
  • Sort the data in columns.
  • Manage settings of columns. Example: You can change the data type for custom columns.
  • Download the data from each staging table.
  1. Go to
    Integration
    Design Integrations
    .
  2. From the
    Data Sources
     section, select the spreadsheet data source.
  3. (Optional) From the
    Source
     prompt, toggle between the 2 options to compare the source with staging table:
    Optie Omschrijving
    Staging
    View the data in the staging tables.
    Spreadsheet
    View the data in the spreadsheet source.
  4. (Optional) From the
    Data Components
     section, drag and drop components into the staging table:
    • Join tables and union tables when you expand
      Custom Table
      .
    • SQL columns and subquery columns when you expand
      Custom Column
      .
  5. (Optional) Click the prompt on a tab of a staging table.
    As you complete the task, consider:
    Optie Omschrijving
    Manage Columns
    Add and remove columns from the import.
    Table Settings
    • Import Data Mode
      :
      • All records replaced each time a data import is run
        : Default. Spreadsheet replaces the previous version in the staging area.
      • Merge (add, update) received rows using the key columns
        : Spreadsheet merges with existing data by matching key columns. After selecting this option, you can set the
        Key Columns
         area.
      • All received rows are new and so should be added
        : Spreadsheet adds to the table, leaving all existing data as-is.
    • Sheet Has Header Row
      : Select to indicate rows that are headers instead of data.
    • First Header/Data Row
      : Enter the row number of the first header row (if there’s a header row) or the first data row.
    • Ignore Parsing Errors
      : Select when you want to ignore cells with errors, such as text appearing in a date column. Cells with errors import as empty. When you don't ignore parsing errors, the import fails if there are errors.
      You can use the error log to help identify parsing problems.
    Key Columns
    Select the key columns to match for merging spreadsheet data.
    Exclude table from import
    Remove the worksheet from the import.
    Delete Table
    Remove the entire table.
    Download Data
    Download the data according to the structure in the staging tables.
  6. (Optional) Click the prompt on each column.
    As you complete the task for
    Column Settings
    , consider:
    Optie Omschrijving
    Column Type
    Select the type of data used in the column.
    Convert Column Type
    Convert the data type of the column.
  7. Advanced filters enable you to review a subset of your structure as you refine the staging tables.
Create or use a loader.