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T
Tobias
Newcomer
December 7, 2021

Import TextValue from Matrix-Excel

  • December 7, 2021
  • 4 replies
  • 0 views

Hi,

I have an Excel template file to import via the stage. This Excel is using a matrix-style for the values (time in columns) and also one column with a text commentary.

As I have to change the view to “Annotation” in order to import a text value, I was thinking about duplicating the rows by a derivative rule and change the view in that rule. The outcome shows the duplicated rows, but these are missing the text value. So this approch is not working.

I also tried to duplicate one time column and use a parser rule to change the view. Doing so, I would need to identify, which time period I am in during pasing, as otherwise all rows are changed.

Any ideas about that?

Regards,
Tobias

4 replies

N
NicolasArgente
Veteran
December 7, 2021

Please use the TV#:[Annotation] in the Excel and leave the View as YTD.
Remember that Annotation is not loaded in the cube.
Look at the help below

image

 

https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/f60299559942cdd62378a3e270f2c2d82523dc2f.png
    T
    TobiasAuthor
    Newcomer
    December 7, 2021

    Thanks for your reply. I was reading the guide multiple times. It seems that I was always skipping that sentence 

    T
    OneStream Employee
    TomABCOneStream Employee
    OneStream Employee
    December 7, 2021

    And for the thread note there are sample templates in Marketplace for download as well so you can examine sample token formats for cell text, etc.

    S
    SxD
    Newcomer
    December 30, 2021

    Sorry to reopen this thread, but I have a similar question on a Matrix Excel Template load. Can you load an Excel Template file to the Import staging table with multiple columns as the time period with the amounts in each of them? I'm running into an error where it's looking for an Amount and Time column separately. Perhaps I don't have my Data Source setup properly? This is what my template looks like for the amounts:

    SxD_0-1640901059510.png

    If I need to start a new thread, please let me know.

    Thanks,

    Steven

    T
    TobiasAuthor
    Newcomer
    January 3, 2022

    Hi Steven,
    Please check your datasource settings. The "data structure type" needs to be "Matrix data".

    Regards,
    Tobias

    S
    SxD
    Newcomer
    January 3, 2022

    Hi Tobias - I already have that set to "Matrix data", but still no luck. 

    S
    OneStream Employee
    SergeyOneStream Employee
    OneStream Employee
    December 31, 2021

    Hi Steven !

    In the standard demo, you can find such configuration with the "HoustonBudget" source file, I hope it will help you:

    Sergey_0-1640941031102.png

     

    Regards,

    S
    SxD
    Newcomer
    January 3, 2022

    Hi Sergey - I did check the Golfstream app for ideas first and did use as a baseline. This example uses a flat file vs. an Excel (xls/xlsx) file correct? So for the Time periods, I can see they're setting it to a certain length based on the month. However, in the Excel template I'm trying to load, I can't do that because when you upload the Excel file to preview, it's all encoded. 

    Happy to send an email to Partner Enablement if it's easier to have someone jump on a quick call. 

    Thanks,

    Steven

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