Export to Profitbase Sim 73

Due to changes in the Profitbase Studio 6 model, the existing import functions in Profitbase Sim 73 do not work. Therefore a new export functionality is added in PS6.1.

To configure exports, open the Process dialog and select the Export to Sim 73 section. The settings entered here, is stored in the module.

This sections has 4 pages:

  • 'Connection' - to the Sim 73 database.
  • 'Set and Versions' - select the Set, Year and Version to export to (dimensions is shared between years).
  • 'Dimensions' - Dimension mappings and export.
  • Fact (OB/Actual) - Fact mappings and export 
The export itself is done in a second dialog called form the export buttons. The full SQL commands are shown and can be copied to e.g. MS SQL Management Studio for modifications and better control.
 
Connection settings:

PS61_Exp1_Con.PNG

Per default current MS SQL server is set. Select database and optional schema and username/password.

Set, Year and Version selection:

PS61_Exp2_Set.PNG

The available sets, years and versions is listed from the Sim database.

 Dimensions settings:

PS61_Exp3_Dim.PNG

You can add several settings for dimension mappings. To add a mapping click 'New', select the Sim dimensions and the corresponding PS dimension. Also select the Replace mode and the Tag to use. Click on 'Save' to save the definition and 'Transfer' to open the export dialog.

 The export dialog has 3 sections:

  • Additional export settings
  • Column mapping
  • Transfer page with SQL to run.

PS61_Exp3_Dim_S1.PNG

Additional settings for dimensions let you add an optional Sim toot item if it does not exists.

PS61_Exp3_Dim_S2.PNG

 Column mapping lets you map from PS to Sim columns. Check use an select columns from the drop down.

PS61_Exp3_Dim_S3.PNG

The Transfer section displays the sql to be run. It can be edited or used other places. Click on 'Transfer' to transfer it.

 

Fact settings:

PS61_Exp4_Fact.PNG

 You can add several settings for fact mappings. To add a mapping click 'New', select the PS module definition and if Opening Balance (OB) or Actual. Also select the Replace mode and the Tag to use. Click on 'Save' to save the definition and 'Transfer' to open the export dialog.

 The export dialog has 3 sections:

  • Additional export settings
  • Column mapping
  • Transfer page with SQL to run.

PS61_Exp4_Fact_S1.PNG

 Additional settings lets you override the Where expression that per default contains expression for the selected Year.

PS61_Exp4_Fact_S2.PNG

 Column mapping lets you map from PS to Sim columns. Check 'Use' and select columns from the drop down.

PS61_Exp4_Fact_S3.PNG

 The Transfer section displays the sql to be run. It can be edited or used other places. Click on 'Transfer' to transfer it.