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Semantic Layer - Data Loader Scheduler

You can schedule the import of Excel (or .CSV) files into Context Designer.

You can also schedule the automatic import of Excel (or .CSV) files directly into Context Designer when you import for the first time. For details, see Content Import Wizard.

Note It is recommended to use Excel files instead of .CSV files.

You can also select to schedule the import at a later time.

ClosedTo access:

Click ADMIN > Semantic Layer > Data Loader Scheduler.

ClosedSchedule (or edit) the automatic import of an Excel (or .CSV) file

  1. Click Admin > Semantic Layer > Data Loader Scheduler.
  2. In the Data Loader Scheduler page, click Add Schedule (or ) .
  3. In the dialog box that opens, select or enter the frequency and the time when the upload should take place, the type of upload (Add data or Override data), and the location of the file.
  4. Click OK.

ClosedData Loader Scheduler Page

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Add Schedule

Click to schedule the automatic upload of a .CSV or Excel file.

UI Element

Description
File location

The location of the .CSV or Excel file that you want to upload automatically.

Limitations

  • Path. The path to the file to be imported should have shared access (read/write), and should not include authentication.
  • .CSV Files:
    • Date format. The date format in .CSV files that you want to import using the Data Loader Scheduler must be: DD/MM/YYYY as it is not possible to specify the data format in the Data Loader Scheduler.
    • File name. The .CSV file name should be as the same as the DB table name.

      Column names. The column names in the .CSV file should match the names of the columns in the DB table.

  • Excel file.

    • Make sure that the sheet names in the Excel file that you import using the Data Loader Scheduler match the names of the sheets (tables) in the original Excel file you imported using the Data Loader wizard.
    • Make sure that the column names in the Excel file that you import using the Data Loader Scheduler match the names of the columns in the original Excel file you imported using the Data Loader wizard. If the column names do not match, an error is issued: Failed populating content for table: <table_name> <database_exception_number>.

Make sure you also check out the limitations in Limitations for .CSV and Excel files.

Import all sheets

The option is selected by default. When the option is selected, all the sheets of the Excel file are imported.

If you deselect the option, the list of sheets is displayed. You can then select the relevant sheets.

Select upload type
  • Add data.Select this option when you want to add the data from the new imported file at the end of the existing table. The formats of the two imported files must be the same.
  • Override data. Select this option when you want to replace the data of the existing table with the data of the file you are uploading The formats of the two files must be the same.
Test location Click to test the location of the file you want to import.
Edit frequency

If in Edit frequency, you selected:

  • Daily, you can then select the time when you want to perform the import operation in the Import time field.
  • Weekly, you can then select the day of the week when you want to perform the import operation in the Import day list.
  • Monthly, you can then select the day of the month when you want to perform the import operation in the Import day of month list.

    If you chose day 31, the import occurs only on months with 31 days. If you want to schedule the import on the last day of every month, select Last day of month.

Import time

Select the time (from 00:00 to 23:30) when you want to perform the import operation.

Tip: Do not schedule more than 15 imports during the same 5 minutes.

Import day

This field appears when you have selected Edit frequency = Weekly.

Select the day when you want to perform the import operation.

Import day of month

This field appears when you have selected Edit frequency = Monthly.

Select the day of the month when you want to import the data.

If you chose day 31, the import occurs only on months with 31 days. If you want to schedule the import on the last day of every month, select Last day of month.

Click to edit the scheduler for the relevant file. For details, see Add Schedule.

Datafile name The name of the .CSV or Excel file that you want to upload automatically.
File location The location of the .CSV or Excel file that you want to upload automatically.
Start date The date from when you want to start the scheduling.
Import frequency When the upload of the file takes place. The frequency can be: Daily, Weekly, or Monthly. The scheduled time of the upload is a time frame between 00:00 and 23:00.
Status
  • Active. Select this option to activate the scheduler.
  • Suspended. Select this option to suspend the scheduler. The upload will not take place.
Upload type
  • Add data.Select this option when you want to add the data from the new imported file at the end of the existing table. The formats of the two imported files must be the same.
  • Override data. Select this option when you want to replace the data of the existing table with the data of the file you are uploading The formats of the two files must be the same.
Deletes the scheduling.