Uploading data from Analytical Workspace to Financial Workspace
Introduction¶
This module presents the list of parameters for loading data from an Analytical Workspace dataset onto the Financial Workspace data structure in the following contexts:
- scheduling of data processing via application jobs
- integration of data processing between process workflow tasks
- launching of data processing when closing a data entry web form
To set up synchronisation, the mapping between the information content of the Analytical Workspace and that of the Financial Workspace must be saved, so that the Quick Data Loader can automatically align the Financial workspace layer with that of the Analytical Workspace.
Use in the application job¶
Below is the list of parameters required for configuration.
| Parameter | Description |
|---|---|
| Analytical Workspace | Mandatory by default, it allows you to specify the workspace the source dataset belongs to. |
| Analytical Workspace Dataset | It allows you to get the mapping on which both the loading mode and the relationship between the Dataset dimensions and the logical dimensions of CCH Tagetik are defined. |
| Process | It is used to identify the partition of the source dataset and for editability checks before uploading to the Financial Workspace. |
| Scenarios | Optional by default , it becomes mandatory if the partition of the source dataset is partitioned by business cycle and the selected process is scenario/period submission. |
| Period | Optional by default , it becomes mandatory if the partition of the source dataset is partitioned by business cycle and the selected process is scenario/period submission. |
| Entity | Optional by default. |
| Entity hierarchy | optional, it cannot be defined if Entity has been defined |
| Entity node | optional, it cannot be defined if Entity has been defined; it is mandatory if Entity Hierarchy has been defined. |
Note: If the configuration requires user interaction because the value of AW or Reporting parameters must be specified, a blocking error is returned that does not allow the Job to be executed
Use in the process workflow task¶
Below is a list of the parameters required for setting up data processing as a task in a workflow task (see Create a task workflow and the relative tasks).
| Parameter | Description |
|---|---|
| Analytical Workspace | Mandatory by default, it allows you to specify the workspace the source dataset belongs to. |
| Dataset | (Mandatory) Allows you to indicate the dataset belonging to the previously selected Workspace from which to obtain the mapping on which both the loading mode on the Financial Workspace and the relationship between the dimensions of the dataset and those on the Financial Workspace are defined. |
| Process, Scenario, Period and Entity | They are automatically inherited by the execution context and are needed both for editability checks and to identify the partition of the dataset. |
Note: At runtime, if the configuration requires you to specify the value of Analytical Workspace or Reporting parameters, a dedicated window pops up.
Data processing run when saving a form¶
Below is the list of parameters required for configuration.
| Parameter | Description |
|---|---|
| Analytical Workspace Dataset | (Mandatory) Required to obtain the mapping on which both the loading mode on the Financial Workspace and the relationship between the dimensions of the dataset and those on the Financial Workspaces are defined. |
| Scenario, Period and Entity | They are automatically inherited by the execution context and are needed both for editability checks and to identify the partition of the dataset. |
Note: When defining the data processing to be performed, if the datasource configuration requires the value of Analytical Workspace or Reporting parameters to be specified, a dedicated panel pops up.