Defining a Data Source | Lucanet Knowledge Base

Getting Started

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User Interface of Lucanet Consolidation & Financial Planning

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All Steps at a Glance

Defining a Data Source

MS Excel file (.xls, .xlsx) (#1000)

Provision via script (#2075)

Lucanet.Financial Warehouse (#2068)

Creating Assignment Tables

Creating and Executing the Data Import

Assigning Data

Finalizing a Data Import

Updating Data Imports

Importing data into Lucanet.Financial Warehouse

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

To import data from various sources into the current Lucanet database, a data source must first be created. Depending on the origin of the data, different data source types are available.

To create a data source:

Open the Importing data into reporting entities workspace in the Import and Journals folder.

Right-click Data sources and choose Create | Data source from the context menu in the tree view of the workspace.

Workspace 'Importing data into reporting entities'. On the 'Data Sources' structure node, the 'Create | Data source' context menu is outlined in red. — Creating a new data source

The Create data source dialog is displayed:

Choose the desired data source type from the Origin of the data drop-down list (see Available Data Source Types).

Specify the name of the data source in the Element name field.

Click Save or press Enter to create the data source.

The detail view of the data source is displayed. Configure the data source according to the selected type:

MS Excel file (.xls, .xlsx) (#1000)

Provision via script (#2075)

Lucanet.Financial Warehouse (#2068)

Data sources for Lucanet can be created in the Data Sources root folder. Depending on the origin of the data, different data source types are available. The configuration options vary depending on the selected type.

The following data source types are available:

Data source	Description
MS Excel file (.xls, .xlsx) (#1000)	Used for importing data from Excel files (e.g. Excel reporting packages)
Provision via script (#2075)	Used to import data via a script
Lucanet.Financial Warehouse (#2068)	Used to import data from Lucanet.Financial Warehouse