---
title: "Lucanet.Financial Warehouse (#2068)"
description: "After creating a Lucanet.Financial Warehouse (#2068) data source, the settings for importing data from Lucanet.Financial Warehouse are configured in the detail view of the data source."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-reporting-entities/defining-data-source/data-source-lnfwh
language: en
last_updated: 2023-08-16
---
# Lucanet.Financial Warehouse (\#2068)

## Overview

After creating a **Lucanet.Financial Warehouse (#2068)** data source, the settings for importing data from Lucanet.Financial Warehouse are configured in the detail view of the data source.

## General Properties

The following general properties of the data source can be configured in the upper area of the detail view:

| Option | Description |
|---------|---------|
| Name | Name of the data source |
| Drill down to posting level | Script for drill-down to posting level **Drill down for direct access to Lucanet.Financial Warehouse (#5015)** (optional) |
| Display scanned documents | Script that enables the display of scanned documents (optional) |

## 'Configuration' Tab

The **Configuration** tab is divided into three subordinate tabs: **General**, **Reporting Entities**, and **Lucanet.Financial Warehouse**.

### 'General' Tab

The **General** tab consists of the following sections:

### Update Lucanet.Financial Warehouse

Updating Lucanet.Financial Warehouse

If necessary, in the **Data Source for Lucanet.Financial Warehouse** column, select the data sources from which Lucanet.Financial Warehouse is to be updated before data import. All data sources from the **Importing Data into Lucanet.Financial Warehouse** workspace can be selected.

### The following data are imported

Options for importing data

#### Values

Values to be imported:

- **Posting documents and opening balance sheet values:** Activated by default
- **Statistical values:** Optional. If activated, you must enter the code for at least one value category in the displayed **StatisticValueCategoryCode** column.

#### Import type

The desired import type:

- Transaction figures or balances (selection when importing)
- Transaction figures
- Balances
- Balances - schedules only
- Transaction figures incl. automatic contra entry (only planning)
- Opening balance sheet values

#### Data levels

Data levels into which the data are to be imported.

Enter the name of the data level in the **DataLevelCode** column.

#### Adjustment levels

Adjustment levels into which the data are to be imported.

Enter the name of the adjustment level in the **AdjustmentLevelCode** column.

#### Accounting periods per year

Number of accounting periods per year (default: 12)

- If you specify a number greater than 12, all periods greater than 12 are imported by default into period 12. You have the option to specify whether the additional periods are to be imported with a suffix into separate adjustment levels.
- If you specify a number greater than 12, then it is only possible to import transaction figures.

### The following dimensions are imported

Selection of dimensions to be imported

Specify which dimensions are to be imported. The **Account** dimension is always activated. If necessary, change the displayed dimension code in the **DimensionCode** column.

**Cost centers in the Balance Sheet**: If the use of the **Cost center** dimension is activated, you can specify whether a drill down by cost centers should be performed in the balance sheet:

- **Use default cost centers always (recommended)**: The default cost center is used
- **Use specified cost centers**: The cost center whose code was specified for the dimension **Cost center** will be used

### Reclassify values

Options for reclassifying values

If necessary, specify whether you want to **reclassify values** during the data import. The following options are available:

#### Present intercompany postings on separate accounts

Accounts and partner for intercompany postings.

If the use of the **Partner** dimension is activated, the corresponding accounts and partners can be specified in the **Accounts to be analyzed** table.

#### Attach suffix to account name

Suffix for the account name.

Specify the desired suffix in the displayed **DimensionCode** field.

#### Reclassify debtors with credit balances and creditors with a debit balance

Reclassification of debit or credit balances when importing balances or opening balance sheet values.

Specify the desired code in the **DimensionCodefor the ‘Subledger account’ dimension** field. In the **Accounts to be analyzed** area, the account range ( **Account from** and **Account to**) and the balances to be reclassified ( **Credit** or **Debit**) must be specified.

### The following currencies are imported

Selecting the currency or currencies to be imported

Specify the currencies to be imported.

### 'Reporting Entities' Tab

'Reporting entities' tab

### Specifying Reporting Entities

If necessary, specify the reporting entities that are to be available for selection when importing the data.

The following fields must be specified for each reporting entity:

| Option | Description |
|---------|---------|
| Displayed name | The name displayed to the user during the data import when selecting the reporting entities to be imported |
| Abbreviation in Lucanet | An abbreviation that can be used to derive the complete cost center description (e.g. **Holding** for the cost center **Holding.Personnel Costs**) |
| ID in the data source | The name or technical ID of the reporting entity in the data source |
| First month of the fiscal year | The number of the month in which the company’s fiscal year begins (e.g. **5** for May, **1** for January) |

### Splitting Data Imports During First Execution

Activate the **Split data imports during first execution** check box to split the data import into multiple import files. When the data import is executed for the first time, a separate import file is created for each defined reporting entity. If you do not activate the check box, one import file is created for the entire data import.

{% idea-box %}
By splitting a data import by reporting entities, subsequent **[updates](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-reporting-entities/update-data-imports.md)** can in some cases be performed **much faster**, since complete data imports are not updated each time, but rather individual reporting units separately.
{% /idea-box %}

The following additional options are available for splitting and/or combining data imports:

#### Categorize data imports

Using **categories**, import data from multiple reporting entities can be combined into one import file.

When activated, the **Category** column is displayed in the reporting entities table. For reporting entities whose import data are to be combined into one import file, the same category must be specified in the **Category** column.

{% warning-box %}
Data imports from multiple reporting entities cannot be combined into one import file and split into different folders at the same time using categorization. It is, however, possible to use different categories within a folder.
{% /warning-box %}

#### Use folder

Using **folders**, generated import files can be distributed to different folders. When activated, the **Folder** column is displayed in the reporting entities table. For reporting entities whose import files are to be stored in the same folder, the same folder name must be specified in the **Folder** column.

The folders including the generated import files are automatically created under **Data Imports** during import.

#### Adjust name of the month

A prefix and/or a suffix can be added to the name of the generated import files:

- **Use prefix**: Select from the drop-down list (Year, Accounting period, Accounting period and year, Period, Category)
- **Use suffix**: Select from the drop-down list (Year, Accounting period, Accounting period and year, Period, Category)

### 'Lucanet.Financial Warehouse' Tab

Lucanet.Financial Warehouse connection information

The following connection information must be specified on the **Lucanet.Financial Warehouse** tab:

#### Database

The desired database system

#### Database parameters

Configuration of the required database parameters and the access data of the technical user ( **User** and **Password**)

The parameters to be specified depend on the chosen database.

{% info-box %}
In the section [Configuring Database Connections](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-lnfwh/defining-data-source-lnfwh/datenbankverbindungen-konfigurieren.md), you can find a table with the default parameters that must be specified, depending on the selected database.
{% /info-box %}

#### Test connection

Test whether a connection can be established with the configured database

## 'Uses' Tab

The elements that use the data source are displayed on the **Uses** tab.

You can open the respective element by clicking the link in the **Name** column.

'Uses' tab