Another way to create limits is to upload them in a CSV file within the Inventory.
To upload your files:
Click the Upload button.
A dialog is displayed with two tabs:
Upload a Limit structure file. For details on the valid input file, see Limit Structure. If you haven’t got any limit structures created, upload this first.
Upload a Limit file. For details on what the CSV file should contain, see Limits approve.
note
When uploading a limit file, any referenced limit structures must be created first, either in the UI, or by uploading a limit structures file.
Choose a valid CSV file from your local drive: click Choose file and navigate to the required file, then click Open. Atoti Limits displays a preview of your file in a table before the upload:
Click Upload limit structure file/Upload limit file. If there are any errors, the preview displays detailed error messages:
If the file is valid, the file is uploaded to the server and the Inventory table automatically updates and displays the newly uploaded limits.
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When a limit is created through upload, the StraightThrough workflow is applied and the limit goes directly into “APPROVED” status.
CSV file criteria
Ensure you have “APPROVED” Workflow Status in the limits as the reference implementation assumes the limits are valid without any further approval.
Your input file must contain every field to be considered valid. You can use the Download feature to generate example CSV files. This creates a CSV file line by line.
Limit definitions with the same name, cube, measure and scope will also be checked if their dates overlap with existing limits. If so, the upload will fail and no limits will be created.
Download Limits
You can also download limits and limit structures from the Limits Inventory. Clicking Download downloads two CSV files, one containing the limit structures, and another containing data for each individual limit.
