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There are 2 ways to upload files trough a TI process (TurboIntegrator process) depending on the role you may have: Modeler/Administrator or Analyst.
If you are Modeler/Administrator, you can create or edit a TurboIntegrator process in the process editor on a modeling workbench and upload a file.
For an Analyst, the modeler/administrator needs to create an “Action Button” to allow the analyst to upload files. The action button has a new property option "Allow file upload" that lets you upload a file to a Planning Analytics database and run a process to use that file. Below are 2 sections describing each upload process.
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| A. Administrator/Modeler: Create a TI Process |
| In Planning Analytics home screen, select Data and Models |
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| Select Create (step 1) and choose New workbench (step 2) |
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In the database tree (step 3), expand and select your database (step 4) on which you want to create the new process.
Right-click the Processes option (step 5) and select Create process (step 6).
Enter a name for the process (step 7) and click Create (step 8). |
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A new tab opens with the name of your process.
Define a Data source (step 9) by selecting, in the drop down menu, "File". Then click on Select file (step 10) to choose your file.
Note: There are other options you can set (see in step 9) like cubes, database connections, ...
The script is where the actual logic is created for what you want to do with the file. For example, it could be to load data into a dimension or into a cube.
For more details on what you can do with files and TI Processes, check the following link: https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=r-turbointegrator-functions
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| Find the file name within the file manager. Select the appropriate file name by selecting the box (step 11) and click on Select (step 12). |
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Validate if the correct file name is selected in the File field (step13) and click on Save (step14).
Note: The star near the name of the process indicates that the object has unsaved elements. It needs to be saved to reflect all creations or changes made within this object.
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In your TI Process, you can also automate the upload process by adding a variable (step 2) in the parameters tab (step 1) as well as a script (step 5) in the script tab (tab 4). This will recognise the uploaded file during runtime.
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Once this is complete, you can include this variable in an action button in your books. SEE STEPS BELOW in Section B how to create an upload button to activate this new variable. ONCE BUTTON is created, go to the Properties of your button a click Set parameters (step 1). Click on the drop down of Control Type (step 2) and select File. Make sure the Save the setting (step 3)
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B. Analyst: Use a Upload Data Button in a book
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| In the Planning Analytics home screen (step 1), select Reports and Analysis (step 2). |
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Select Create (step 3) and choose the option "Book".
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A new book has been created (step 4) in edit mode.
Click on the Widget option (step 5) and drag the "Action Button" widget to your book (step 6).
Use the handles on the perimeter of the Action Button to resize the button if needed and rename text to indicate function of the button -here "Load Data" (step 7).
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Select the button and open the Properties pane (step 8) for your button.
Select the Run Process tab (step 9) and enable Run Process (step 10).
Select the database in which the process resides (step 11).
Select the process that you want to run (step 12).
Check mark "Allow file upload" (step 13). Make sure to save the setting by clicking on the "Save" option (step 14).
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Your new 'Load Data' button is now ready to be used by analyst in any book you would like.
To test the button, uncheck the Edit mode (step 15).
Click the Action Button 'Load Data' to run the process (step 16). A File upload prompt appears to allow analyst to select files to upload (step 17). Validation is done by clicking Upload (step 18).
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Note: The button will then trigger the TI Process which will run the upload for the analyst/user and any process logic you created within the process, ie. load the data into a dimension.
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