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BenvanBergen
July 9, 2024
Solved

Create second line on a data import

  • July 9, 2024
  • 3 replies
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Hello,

I have imported data from a csv file with unit price adjustments.

Data is transformed to use the correct UD2, UD5 with One to one transformation.

In some cases there should be a second data record created with a different UD2 and UD5, is it possible to do that with a complex expression, or should I make a calculation after import in business rule or with a member formula?

kind regards

Ben

Best answer by MarcusH

I always use derivative transformation rules for creating additional data like that - it can be audited and is created based on rules that are easily managed. If you use a BR or member formula you lose the transparency.

3 replies

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MarcusHAnswer
July 9, 2024

I always use derivative transformation rules for creating additional data like that - it can be audited and is created based on rules that are easily managed. If you use a BR or member formula you lose the transparency.

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BenvanBergenAuthor
July 9, 2024

Thank you MarcusH, would that be used then in a BI Blend import? I could find some documentation on that, however in the regular transformation rules I didn't find anything on derivative rules.

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MarcusH
July 9, 2024

Derivative Rules are a separate type - they are listed at the end of the UD8 Dimension rules. You select the source for the extra records: 


MarcusH_0-1720525666804.png

The you specify how the extra records will be created and what label the new member will have eg

A#[COGS]=COGS_TEMP

That will create a new record for every source record where the Account member is COGS. The extra records will have the member COGS_TEMP. The Design and Reference guide has a section called: BI Blend Derivative Rules. And you can also search OneCommunity for derivative to get a lot more help.

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BenvanBergenAuthor
July 10, 2024

Thanks Marcus,

You had given all that was needed, still it took me some time to figure it out.

Below a screenshot of the settings that worked for me, creating a duplicate line with a different UD2:


BenvanBergen_0-1720606335918.png

This changed line also needs a different UD5, by using below rule we could manage that, without


BenvanBergen_0-1720775614283.png

 

further transformations.

 

kind regards

Ben

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BenvanBergenAuthor
July 9, 2024

Thanks Henning  and MarcusH, I had overlooked that and didn't find anything in the ABA training documentation. Should be able to make it work, I'll let you know.

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