Creating a Target Application in Data Exchange

To create a target application:

1. In your Planning and Budgeting environment, click the Navigator icon . Then, under Application, click Data Exchange.

2. Click Actions, and then select Applications.

3. Click the Add icon .

4. In the Create Application popup window, do the following:

   1. For the Category field, select Data Export.

   2. For the Type field, select Data Export to File.

   3. Next to the File field, click the File Browser icon .

   4. Click Upload to locate a source file on your disk. This should be a simple CSV file with column headers ordered as you want them to be generated.

      For example, if you want to use the predefined pi_import_budget_data_dm.js post-processing plug-in, the CSV file should look exactly as follows:

      

   5. Select the source file on your disk, and click Open.

   6. In File Browser, click the source file. Then, click OK.

   7. In the Prefix field, enter a prefix to give the target application a unique name.

   8. Click OK.

      This registers your target application in Data Exchange.

5. Open the newly created target application, and do the following:

   1. On the Dimensions tab, make the following changes in the Dimension Classification column, if applicable to your use case:

      1. For the Period dimension, select Period.

      2. For the Years dimension, select Year.

   2. Make any other necessary changes, and click Save.

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