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Adaptive Planning
Create Scripted Loaders

Create Scripted Loaders

Scripted loaders use ETL scripts to perform complex calculations or analysis.
Scripted loaders differ from scripted data sources in that they use different submission steps. Scripted loaders have two types of submissions:
  • Dashboards
    configuration update.
  • Dashboards
    metric submit.
The metric submission is a mechanism for updating metrics that predate scripted data sources. Data is submitted directly to the metric data store. The staging area is not used.
You also can used Scripted loaders for submissions to planning, and exports from Planning.
To create a new scripted loader:
  1. Access the Data Designer by going to
    Integration > Design Integrations
    .
  2. In the Loaders folder in the Component Library on the right side of the screen, click
    Create New Loader
    . The Create New dialog box appears.
  3. Select
    Scripted Loader
    as the loader type and enter a name for the loader.
  4. Click
    Create
    . The center area of the screen displays your new loader's settings and other information.
  5. Enter the scripted loader's information:
    • Associated Agent:
      Select the data agent from the drop-down list.
    • Entry Point:
      Select the script from the drop-down list.
    • Log Level:
      Select a log level from the drop-down list to specify the detail for the logging for this data source. Your options are:
      • Error
        :
        Only logs serious errors.
      • Info
        :
        Logs all basic information, such as when the data source was updated.
      • Verbose
        :
        Provides very detailed information about all phases and actions. (This level is used primarily for debugging or auditing, as it may produce more log information than is practical for typical use.)
  6. Click
    Save
    on the Actions menu.
When you save the basic configuration of the loader, you can add parameters. Use parameters to pass runtime information to the script.
To add a parameter to the loader:
  1. Drag a parameter from the Parameter menu and drop it on the Metric Settings table.
  2. Click
    Save
    on the Actions menu.

Adding and Updating Parameters

You can add and change parameters for scripted loaders.
To add a parameter, follow these steps:
  1. Click the
    Edit Parameters
    icon to the right of the Parameters heading.
  2. Click the folder in the left pane that you want to add a parameter to.
    The folder name appears in the right pane.
  3. Click
    Add
    and select one of the following options from the floating menu:
    • Folder:
      Create a new folder.
    • Boolean:
      Create a boolean parameter (true/false).
    • Integer:
      Create an integer parameter.
    • Text:
      Create a text parameter.
    • Password:
      Create a password parameter.
    • Period
      Range:
      Create a period range parameter (from/to dates) using the time periods from the time structure in
      Adaptive Planning
      .
  4. In the right pane, enter the information for the option you selected.
  5. Click
    Apply
    .
You can change individual parameters or the folders by double-clicking the item in the left pane and making changes to the information in the fields, then clicking
Apply
to save your changes.
You can create folders to group parameters, then drag parameters to the folder.