Import specification and Lookup table creation in IBM Controller Web is very straightforward assuming your data file is not overly complicated. This means both creation and maintenance can be carried out by a local user and/or system administrator.
Import specifications can be set up to import either CSV or Excel files. Lookup tables can easily be exported out of IBM Controller Web for update and imported into IBM Controller Web when complete.
To prevent incomplete data loads, the following pre-import checks occur when a data file and import specification are selected:
Review Errors #
In the Review Errors tab, see:
A list of mapping errors displayed will show any dimensions (eg. Accounts, Counter Companies) that are in the data file but not mapped in the Lookup Table.
Data rows with incorrect or missing dimensions will be listed and highlighted red. In the example below the counter company is not a recognised company within the company structure.
Import Preview #
The Import Preview tab confirms how many rows read, how many rows discarded (eg. Headings), how many companies and entries per company imported.