Importing data into Lucanet.Financial Warehouse

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Journals

Importing Data into Reporting Entities

Importing data into Lucanet.Financial Warehouse

All Steps at a Glance

Defining a Data Source

Creating and Configuring Data Transformations

Creating and Configuring Execution Settings

Executing the Data Import

Creating and Executing Scripts

Configuring Period Locks

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

The import into Lucanet.Financial Warehouse is configured and executed in the workspace Importing data into Lucanet.Financial Warehouse.

The steps that have to be executed in principle to import data into Lucanet.Financial Warehouse are described in

All Steps at a Glance

The procedure for importing data into Lucanet.Financial Warehouse is described in

Data Import Procedure

You can go here directly to the detailed description of the individual steps:

Defining a Data Source

Creating Scripts

Creating and Configuring a Data Transformation

Creating and Configuring Execution Settings

Execute import

The video provides you with the most important information on the topic of defining a data source, creating execution settings, and executing the data import:

Video — https://player.vimeo.com/video/1201751079?muted=false&autoplay=false&loop=false&playsinline=true&controls=true&portrait=false&byline=false&title=false

Uploading scripts and configuring data transformations are not covered in the video. For the complete sequence of steps, see All Steps at a Glance.

An ETL process (ETL = Extract, Transform, Load) is used to import data from a different system into Lucanet. The data are first extracted from the source system, then transformed, and finally loaded to Lucanet.Financial Warehouse.

When importing data into Lucanet.Financial Warehouse, the data are initially imported into the temporary Lucanet.Financial Warehouse. The transformation rules (see Creating and Configuring Data Transformations) are then applied to the data and the data are subsequently written into the persistent Lucanet.Financial Warehouse.