Defining the Data Source for the Import

Last updated on 2025-11-28

Overview

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.

This article contains the following sections:

Creating a Data Source

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:

Dialog 'Create Data Source'
Dialog 'Create Data Source'

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:

Available Data Source Types

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

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