Solver - Excel and CSV File Imports

Solver - Excel and CSV File Imports

This course explores the Solver file import connector that supports an Excel file (.xls or .xlsx) or .csv file

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About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures a File Import (Excel and CSV) connector. Sample starting files are also available for download. 

Topics include:

  • Why use a file import instead of a direct connection to a source system
  • Excel vs CSV comparison
  • File layout recommendations 
  • Preparing a new tenant prior to loading dimensions and dimensions
  • Populating the Excel import file
  • Configuring dimensions and the module schema
  • Data Integration: GL related dimensions
  • Data Integration:  GL Summary module (factset) data

Posted 8/20, Revised 2/21

Curriculum~ 45 minutes

  • Data Warehouse Permissions
  • Getting Started & Documentation
  • Excel and CSV File Import Overview
  • File Layout Recommendations
  • Demo Scenario
  • Populate the Excel File
  • Solver Configuration
  • Data Integration - Dimensions
  • Data Integration - GL Summary Module and Wrap Up

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures a File Import (Excel and CSV) connector. Sample starting files are also available for download. 

Topics include:

  • Why use a file import instead of a direct connection to a source system
  • Excel vs CSV comparison
  • File layout recommendations 
  • Preparing a new tenant prior to loading dimensions and dimensions
  • Populating the Excel import file
  • Configuring dimensions and the module schema
  • Data Integration: GL related dimensions
  • Data Integration:  GL Summary module (factset) data

Posted 8/20, Revised 2/21

Curriculum~ 45 minutes

  • Data Warehouse Permissions
  • Getting Started & Documentation
  • Excel and CSV File Import Overview
  • File Layout Recommendations
  • Demo Scenario
  • Populate the Excel File
  • Solver Configuration
  • Data Integration - Dimensions
  • Data Integration - GL Summary Module and Wrap Up