Preparing Import Files
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Transcript of Preparing Import Files
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Automated File load procedures.
Overview:For the Forecast, Budget and Earned hours import processes; an automated upload process has been created. Files named forecast.csv, RS_PPI.csv, Budget.txt, Earned.txt that are saved in the network directory will automatically picked up and loaded into WorkBrain. On Monday through Friday, every 5 minutes, between 3 PM and 9:45 PM, a file scan utility will search the specified directory; move the file to the appropriate directory for processing. An e-mail will be generated when the file is found (indicating processing is beginning), and when the file is completed processing.
Network Directories by EnvironmentEnvironment Directory StructureProduction Serv-B5\Com'\shared\Workforce Management\Upload Files\PRQA Serv-B5\Com'\shared \Workforce Management\Upload Files\QAPR2 Serv-B5\Com'\shared \Workforce Management\Upload Files\PR2QA2 Serv-B5\Com'\shared \Workforce Management\Upload Files\QA2
ForecastThis import is a total overlay. If incorrect values are loaded, just create a new file, store on the network directory, within 5 minutes the file will be re-run. The data will be replaced.
Steps to create the file:To create the Forecast file, follow these steps:
1. Create an excel spreadsheet from your forecast process, resulting in the following columns:A: Header row (row 1)
A – Week identifierB – Week begin date (format must be MM/DD/YYYY)C – Week end date (format must be MM/DD/YYYY)
Sample Data:Forecast Week 38 09/18/2010 09/24/2010
B: Detail Rows (row 2 though the end of the file)A – Store number followed by FDB – Schedule group IdentifierC – Forecast Date (format must be MM/DD/YYYY)D – Sales forecast overlay value
Sample Data:011001 FD 38496 09/18/2010 3288.681011001 FD 38496 09/19/2010 2103.98011001 FD 38496 09/20/2010 3005.36
2. On row 1 through the end of the file, place the following formula in column F: =CONCATENATE(A2,",",B2,",", TEXT(C2,"mm/dd/yyyy"),",",D2). This will result in the following being displayed:
011001 FD,38496,09/18/2010,3288.681486
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3. Copy the formula to all rows in the spreadsheet.4. Copy the resulting data into your buffer (crtl-C), paste special (values only) into a subsequent
column.5. Copy the pasted data from the subsequent column into your buffer.6. Open Notepad.7. Paste the results into Notepad.8. Ensure the format is correct. Here are some things to look for:
All dates must follow the format MM/DD/YYYY. Look for trash at the end of the file, like extra commas, characters, #, N/A,etc. The first line is the only line in the file that will end with a comma. A space can not follow the comma. Scroll though the file other than the first line looking for anything that is not either a
date, store number or the letters FD.9. Save the file named exactly as Forecast.csv.10. Move it to the Network Directory.
PPIThis import is a total overlay. If incorrect values are loaded, just create a new file, store on the network directory, within 5 minutes the file will be re-run. The data will be replaced.
Steps to create the file:To create the Sales per hour file, follow these steps:
1. Create an excel spreadsheet from your sales per hour process, resulting in the following columns:A – CSD IdentifierB – Store Id, followed by FDC – SPH overlay valueSample Data:
55143
016012 FD 75
55195
016023 FD 75
54994
016031 FD 75
2. Place the following formula in column F: =CONCATENATE(A1,",",B1,",",C1)This will result in the following being displayed: 55143,016012 FD,75
3. Copy the formula to all rows in the spreadsheet4. Copy the resulting data into your buffer (crtl-C), paste special (values only) into a subsequent
column.5. Copy the pasted data from the subsequent column into your buffer 6. Open Notepad7. Paste the results into Notepad8. Ensure the format is correct. Here are some things to look for:
Search the file for records containing ‘FALSE’, and delete those rows.9. Save the file named exactly as RS_PPI.csv.10. Move it to the Network Directory.
BudgetThis import is a total overlay. If incorrect values are loaded, just create a new file, store on the network directory, within 5 minutes the file will be re-run. The data will be replaced.
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Steps to create the file:To create the Budget file, follow these steps:
1. Create an excel spreadsheet from your budget process, resulting in the following columns:A – Store Id, followed by SAB – Week begin date for schedule weekC – Budget overlay value, in hours.
Sample data016012 SA 10/02/2010 168016031 SA 10/02/2010 158016035 SA 10/02/2010 172
2. Place the following formula in column F: =CONCATENATE(A1,",",TEXT(B1,"mm/dd/yyyy"),",",C1)This will result in the following being dispayed: 016012 SA,10/02/2009,168
3. Copy the formula to all rows in the spreadsheet4. Copy the resulting data into your buffer (crtl-C), paste special (values only) into a subsequent
column.5. Copy the pasted data from the subsequent column into your buffer 6. Open Notepad7. Paste the results into Notepad8. Ensure the format is correct9. Save the file as Budget.txt10. Move it to the Network Directory.
Earned HoursThis import is a total overlay. If incorrect values are loaded, just create a new file, store on the network directory, within 5 minutes the file will be re-run. The data will be replaced.
Steps to create the file:To create the Earned file, follow these steps:
1. Create an excel spreadsheet from your Earned hours build process, resulting in the following columns:A - Store number. This is the '011005 STORE' value, not the 'FD' or other department id.B - date - must be the day of the week for the data importingC - hours - earned hours value for the store & date
Sample data011005 STORE 06/19/2010 34011005 STORE 06/20/2010 25
2. Place the following formula in column E: =CONCATENATE(A1,",",TEXT(B1,"mm/dd/yyyy"),",",C1)
3. This will result in the following being dispayed: 011005 STORE,06/19/2010,344. Copy the formula to all rows in the spreadsheet5. Copy the resulting data into your buffer (crtl-C), paste special (values only) into a subsequent
column.6. Copy the pasted data from the subsequent column into your buffer 7. Open Notepad8. Paste the results into Notepad
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9. Ensure the format is correct10. Save the file as Budget.txt11. Move it to the Network Directory.