How exactly can I load TEXT DATA to a Hyperion Planning application?

Question

I have a data file that has TEXT data that I want to load to planning. I do not wish for this text data to be displayed in a Smart List, rather I want to use the new Planning data type "Text"
In chapter 5 of the Planning Admin Guide in the Matrix for Data Load Tools, it says the Planning Outline Load Utility can load Text Data values.
I can't make sense out of the the instructions to load data with this utility. Can someone please help me?
-Chris

Answer 1

Hi John,
I like your idea of flipping the Data Load Dimension and the Driver Dimension. Unfortunately Planning won't let me set Period as a Data Load Dimension.
I only get Account, CCCC, Employee, SCCC, and SAU_CAU_Facility (5 of the 11 dimensions in this application).
So that's why I set the Data Load Dimension and the Driver Dimension as I did. It ran but with some kickouts on missing members. So 16 of the 19 records I sent processed and I understand why these three kicked out in the error file:_
[Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 1: Job_Description,Wrkforce,ENVIRONMENTAL COORDINATOR,"BegBalance, 71_71_CAU, GAK_SCCC, No_CCCC, Actual, FY09, Final, Emp_7340"
[Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_7340 does not exist or you do not have access to it.
[Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 2: Job_Description,Wrkforce,EXECUTIVE ASSISTANT,"BegBalance, 71_71_CAU, G02_SCCC, No_CCCC, Actual, FY09, Final, Emp_4435"
[Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_4435 does not exist or you do not have access to it.
[Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 4: Job_Description,Wrkforce,PRESIDENT & COO-YANKEE ENERGY SYSTEM,"BegBalance, 71_71_CAU, G02_SCCC, No_CCCC, Actual, FY09, Final, Emp_8747"
[Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_8747 does not exist or you do not have access to it.
[Tue Jul 28 10:33:38 EDT 2009]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 19 data records were read, 19 data records were processed, 16 were successfully loaded, 3 were rejected.
The log file that loads tells some good news as well..._
Successfully logged into "Wrkforce" application, Release 11.111, Adapter Interface Version 5, Workforce supported and not enabled, CapEx not supported and not enabled, CSS Version 3
"Account" dimension properties and information:
Account, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Data Load Cube Name, BegBalance, Point-of-View, Account Type, Time Balance, Skip Value, Exchange Rate Type, Variance Reporting, Source Plan Type, Plan Type (Wrkforce), Aggregation (Wrkforce)
No UDA's defined on "Account"
"Period" dimension properties and information:
Period, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Type, Start Period, End Period, Aggregation (Wrkforce)
No UDA's defined on "Period"
"Years" dimension properties and information:
Years, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation
No UDA's defined on "Years"
"Scenario" dimension properties and information:
Scenario, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Start Year, Start Period, End Year, End Period, Exchange Table, Include BegBal, Process Management Enabled, Aggregation (Wrkforce)
No UDA's defined on "Scenario"
"Version" dimension properties and information:
Version, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Version Type, Process Management Enabled, Aggregation (Wrkforce)
No UDA's defined on "Version"
"CCCC" dimension properties and information:
CCCC, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Plan Type (Wrkforce), Aggregation (Wrkforce), Open_Closed_CCCC
No UDA's defined on "CCCC"
"Open_Closed_CCCC" attribute dimension (on base dimension "CCCC"). Attributes defined on the "Open_Closed_CCCC" dimension: Open_CCCC; Closed_CCCC;
Open_Closed_CCCC, Parent, Alias: Default, Operation
"Employee" dimension properties and information:
Employee, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce)
No UDA's defined on "Employee"
"SCCC" dimension properties and information:
SCCC, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce), Open_Closed_SCCC
No UDA's defined on "SCCC"
"Open_Closed_SCCC" attribute dimension (on base dimension "SCCC"). Attributes defined on the "Open_Closed_SCCC" dimension: Open_SCCC; Closed_SCCC;
Open_Closed_SCCC, Parent, Alias: Default, Operation
"SAU_CAU_Facility" dimension properties and information:
SAU_CAU_Facility, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce), Open_Closed_SCF
No UDA's defined on "SAU_CAU_Facility"
"Open_Closed_SCF" attribute dimension (on base dimension "SAU_CAU_Facility"). Attributes defined on the "Open_Closed_SCF" dimension: Open_SCF; Closed_SCF;
Open_Closed_SCF, Parent, Alias: Default, Operation
Exchange Rates properties:
Table, Description, To Currency, From Currency, Operation, Method, Historical, Beg Balance, Year, Period, Average, Ending
UDA properties:
Dimension, UDA, Operation
Translation input file fields:
Value, Driver Member, Point-of-View, Data Load Cube Name
[Tue Jul 28 10:33:35 EDT 2009]Successfully located and opened input file "D:\Hyperion\products\Planning\bin\testload.csv".
[Tue Jul 28 10:33:35 EDT 2009]Header record fields: Account, Data Load Cube Name, BegBalance, Point-of-View
[Tue Jul 28 10:33:35 EDT 2009]Located and using "Account" dimension for loading data in "Wrkforce" application.
[Tue Jul 28 10:33:38 EDT 2009]Load dimension "Account" has been unlocked successfully.
[Tue Jul 28 10:33:38 EDT 2009]A cube refresh operation will not be performed.
[Tue Jul 28 10:33:38 EDT 2009]Create security filters operation will not be performed.
[Tue Jul 28 10:33:38 EDT 2009]Examine the Essbase log files for status if Essbase data was loaded.
[Tue Jul 28 10:33:38 EDT 2009]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 19 data records were read, 19 data records were processed, 16 were successfully loaded, 3 were rejected.