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

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

Curriculum~ 45 minutes

  • Data Warehouse Permissions
  • Excel and CSV File Import Overview & Documentation
  • 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

Curriculum~ 45 minutes

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