IDW Data Formats

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Transcript of IDW Data Formats

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    IDW File Formats

    Presented by:

    Josh Given, IT Platform Support Manager

    Robert Hollands, Systems Administrator

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    The primary methods for loading data

    EDI

    XML

    Flat-file

    Microsoft Excel

    Basics & example of each

    Pros & Cons

    How to use in IDW

    Documentation Review

    Overview

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Available in the IDW under Advanced > Information > Documents

    Documentation

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    EDI Basics

    Segments and elements

    ISA segment is fixed width, defines delimiters & trading partner

    Delimiters

    Qualifiers and values

    Different documents for different functions

    An Example

    EDI

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    EDI Pros & Cons

    EDI

    Pros

    Longevity

    Fast processing

    Diverse business applications

    Based on standards

    Cons

    Not human-readable

    Esoteric knowledge

    Bespoke development

    Not flexible

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    How to use in IDW

    EDI

    Drag and drop into your IDW FTP folder

    Use your IDX mailbox

    IDEA sets this up for you

    Files transmitted through VAN

    Documentation

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    XML basics

    Extensible Markup Language

    Describes how data should be stored and transported

    An example

    XML

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    XML Pros & Cons

    XML

    Pros

    Flexible: can define own data model and tags

    Can loop fields using parent/child relationships

    Easy to produce and consume

    Both human and machine readable

    Cons

    Greater IT investment

    Larger file size

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    How to use in IDW

    XML

    UNSPSC Schema Attribute Format

    First XML format available in the IDW

    Full B-View XML Format

    Also captures the UNSPSC Schema Attribute data

    Use the documentation provided in the IDW

    For more information

    Please attend the session called IDW XML Format 2:30 PM 3:30 PM in Key West C

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Flat-file basics

    Opposite of relational data

    Columns and rows

    Delimited values

    An example

    Flat-files

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Flat-file Pros & Cons

    Flat-files

    Pros

    Human-readable

    Can be viewed/edited easily

    Many apps already designed to consume flat-files

    Cons

    Limited, no looping fields

    Difficult to add fields dynamically

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    How to use in IDW

    Flat-files

    One flat-file format per B-View

    Drop individual flat-files into IDW FTP folder

    Remember, B1 must come first!

    Pipe-delimited

    Custom flat-file formats available for distributors

    Theres also a Limited Fields extract for 43 critical fields

    Documentation

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Excel basics

    Proprietary Microsoft spreadsheet software

    Data stored in ranges on worksheets in workbooks

    An example

    Excel

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Excel Pros & Cons

    Excel

    Pros

    Everyone uses Excel

    Very powerful

    Easy to manipulate data in familiar ways

    Cons

    Behaves like a flat-file in IDW

    Formatting needs to be taken into account

    More difficult to integrate programmatically

    Expensive

    Imposes data limitations

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    How to use in IDW

    Excel

    Use is identical to flat-file

    Drop the file into your IDW FTP folder

    IDW only processes the first worksheet found

  • One Connection.

    Brighter Possibilities. Copyright 2016. All Rights Reserved.

    Questions?