Export and Import Line-Item Details (LID) are newly released processes allowing users to export and import line-item details from a flat file to a specific cube. This functionality makes it easier when administrators are recreating new cubes with minor changes, giving them the option of exporting LID from the old cube, and importing it to the new cube. Additionally, it enables users to create line-item details in excel and import them to their cube. This can be accomplished by following the steps below:
Export Line-Item Details
- Go to Process Manager
- On the lip, click the Insert option and select the Export Line-Item Details process.
- The right side is where you select the file, cube, and members.
- File: Select the appropriate flat file from Document Explorer
- Cube: Select the cube you would like to export from
- Members: Select the leaf members
- Once the appropriate selection is made, run the process. Your flat file will have the line item details for the member selection.
Import Line-Item Details
- Insert an Import Line-Item Details and Update cube process.
- Under Target, select the appropriate cube and the “Download Import Template File” option downloads an import line-item details template for the cube selected, making it easier with formatting the import file.
- Under Source, select the appropriate File, and if the excel file has multiple sheets select the appropriate sheet from the file.
- For the update cube, select the same cube as the Import LID process and the process data option. Once ready, run the process at the Root Process level.