Define Data Load Field Properties

In a data load rule, each field must map to a corresponding member in the Essbase outline, or be marked as a data field or an ignored field.

For duplicate member outlines that require a load rule, if the source data is not a direct export from a duplicate member cube, you may also need to specify the dimension and the Refer Option that indicates the build method (level reference or generation reference) that Essbase uses to map the field.

You must map each rule field to the corresponding outline member, or mark it as a data field or ignored field. Other field characteristics may also apply.


Field 1 is associated with Product dimension. Field 2 is associated with Market dimension. Both fields have choices for Refer Option and Refer Number. Refer Option can be Generation or Level, and Refer Number indicates the generation or level number expected for this field.

  • Use the level reference method when fields within a dimension are organized bottom-up in the source data.

  • Use the generation reference method when fields within a dimension are organized top-down in the source data. For example:

    
    State,"New York","100-10",Jan,Sales,Actual,42
    City,"New York","100-20",Jan,Sales Actual,82
    State,Texas,"100-10",Jan,Sales,Actual,37