Creating and Configuring Data Transformations

Last updated on 2025-06-23

Overview

Transformation rules determine how the data from the source system are to be transformed before they are written to Lucanet.Financial Warehouse.

Transformation rules are assigned in the Data Transformations workspace in Lucanet. Any number of data transformations can be created and configured.

If further transformation rules are also required, these must also be implemented, if necessary, by Lucanet.Consulting using corresponding wizards (scripts).

Available Data Transformations

The following transformation rules can be used in data transformations:

Transformation rules

Description

Adjusting posting entries and opening balance sheet values

Using this rule, posting entries and opening balance sheet values are adjusted by filling a target dimension with values based on a dimension. Information is only added if the target dimension is empty.

With this transformation rule, it is possible to derive the partner code from a subledger account, for example.

Drill down by contra account

With this rule, a posting is used to check whether the specified dimension has been uniquely filled. If this is the case, the information is added to all further posting entries of the posting.

If the specified dimension is not unique, a dummy code is used. This transformation rule makes it possible to copy the partner code to all posting entries of a posting, for example.

Adjusting posting headers

Using this rule, certain information is changed in the posting header (e.g. the adjustment levels or data levels to which the posting belongs).

Creating a Data Transformation

To create a data transformation:

  1. Click the workspace Importing data into Lucanet.Financial Warehouse in the Import and Journals folder in the overview.
  2. In the tree view of the workspace, right-click Data transformations and select the following from the context menu: Create | Data transformation:
    Create a data transformation
  3. The Create Data Transformation dialog is displayed:
    'Create Data Transformation' dialog
  4. Specify the name of the data transformation in the Element name field.
  5. Choose the desired transformation in the Transformation rule drop-down list.
  6. Click Save or press Enter to create the data transformation.
  7. Click Edit in the detail view of the data transformation and configure the chosen transformation rule (see Configuring Transformation Rules).

 

Configuring Transformation Rules

To configure the transformation rules:

Area

Description

Application range

Dimension: dimension to which the data transformation is to apply

Data type: data type (numeric or alphanumeric)

From/To: area for which the data are to be transformed

 

Base and target dimension

Basis: dimension to be used to fill the target dimension This dimension contains the values to be checked.

Data type: data type of the base dimension

Target: dimension to be filled. The values are written in this dimension.

Assignments

Basis Column:

From/To: value range that the base dimension must contain so that the target dimension is filled.

Target column:

  • Code: value (maximum of 20 characters) to be written into the target dimension
  • Name: (optional) descriptive name for the code

Filter

Dimension: dimension to be filtered by

Data type: data type to be filtered by

From/To: value range to be filtered by

Area

Description

Application range

Dimension: dimension to which the data transformation is to apply

Data type: data type (numeric or alphanumeric)

From/To: area for which the transformation is to be performed

Dimension

Dimension to be filled

Dummy code

Code: Description to be set if the dimension is not filled with unique values. 

Name: (optional) descriptive name for the code

Filter

Dimension: dimension to be filtered by

Data type: data type to be filtered by

From/To: value range to be filtered by

Area

Description

Application range

Dimension: dimension to which the data transformation is to apply

Data type: data type (numeric or alphanumeric)

From/To: area for which the transformation is to be performed

 

Adjustments to the posting header

Dimension: dimension to be changed. Available for selection are AdjustmentLevel and DataLevel.

Code: code to be written into the dimension (maximum of 20 characters)

Name: (optional): descriptive name for the code

Filter

Dimension: dimension to be filtered by

Data type: data type to be filtered by

From/To: value range to be filtered by