¶ Add Records To Cube Documentation
This documentation provides an overview of the Add Records To Cube task in Planning. This task allows users to import data from files into specified cubes within the Planning system.
¶ Purpose and Overview
The Add Records To Cube task enables automated data importing from structured files (such as CSV files) directly into Planning cubes. This is useful for:
- Bulk data imports into multidimensional cubes
- Loading dimensional data and metrics
- Regular cube data updates
- Data integration from external systems into analytical models
- Populating test or production environments with multidimensional data
¶ Configuring the Add Records To Cube Task
Before using the Add Records To Cube task, you need to configure the task parameters. These include:
¶ Required Fields
- Name: A descriptive name for the task (e.g., "Add Financial Data to Revenue Cube")
- Description: A brief explanation of what the task does
- Task Type: Select "Add Records To Cube" from the dropdown
- Model: The Planning model that contains the target cube
- Cube Name: The specific cube where records will be added
- File: The source file containing the data to be imported (e.g., CSV file)
¶ Optional Settings
- Mark output file as private: Check this box if you want to restrict access to any output files generated during the import process
¶ Using the Add Records To Cube Task
Once the task is configured, you can utilize it within a Planning flow. Follow these steps:
- Open the Planning web application in your web browser
- Log in to your Planning account using your credentials
- Go to the "Task" section and click on "Create New" button
- Fill in all required fields as described above
- Click on the "Save" button to create the task
- Go to "Flow" section and click on "Create New"
- Fill in required fields for the flow and click on "Add Task"
- Select the Add Records To Cube task you created
- Click on "Save" button to save the flow
- Click on "Execute" button to execute the flow
- Planning will process the source file and add the records to the specified cube
¶ File Format Requirements
For successful data importing into cubes, ensure your source file meets these requirements:
- Format Compatibility: Files should be in CSV or another supported tabular format
- Dimension Headers: The file should contain columns for each dimension in the cube
- Data Types: Data in each column should match the expected data types in the cube
¶ Troubleshooting
If you encounter issues while using the Add Records To Cube task, consider the following troubleshooting steps:
- Verify that the source file format is correct and compatible
- Check that dimension columns in the source file match the dimension names in the target cube
- Review any error logs or messages generated during the import process
- Verify permissions for cube access
¶ Conclusion
The Add Records To Cube task in Planning provides a convenient way to import data from files into Planning cubes. By configuring the task parameters and specifying the desired file and cube, users can easily populate multidimensional cubes with data and perform post-import operations to manage and validate the imported records.