March 2024
Release notes highlight new features and improvements made to ONESOURCE DataFlow.
What's New
Roll forward Your DataFlow Classic Requests to the new DataFlow
A new feature allows you to roll forward your requests from DataFlow Classic into the new DataFlow.
- Identify the Requests you want to roll forward.
- Identify the Ranges and Table names you want to move.
- Design and upload your new DataFlow template.
- Open the template design tool.
- Follow the guidelines given in the DataFlow documentation to create your new template.
- Save the template and upload it to the system through the upload interface.
- Create the mapping file.
- Select the Requests to roll forward
- Select the requests you identified earlier.
- Ensure that for multiple selections, the Template Name and version match.
- Verify that the entity is available in the new DataFlow; otherwise, the request can't be rolled.
- Select the New Properties for the Request.
- Upload the mapping file and validate.
- Go to the Data Mapping section and upload your mapping file.
- Select Validate to check the mapping file for any errors or inconsistencies.
- Select Next when you're finished.
- Assign users and set a due date.
- Select Finish when you're done.
- Locate the created Request in the new DataFlow listed among the others.
Mapping template table
Source | Destination | Sourcecol | Desctcol |
|---|---|---|---|
The name of the value (s) the data should be sourced from in the DataFlow Classic Request. | The name of the location where the source value should be placed in the new DataFlow Request. | When a Table is in the source in DataFlow Classic, this field identifies the column header to copy from. (Optional) | When a Wildcard is in the source, this source identifies the column header to copy the source to. (Optional) |
Map column details
The SOURCE column may include:
- Input name – copy this single value directly to the Request in the new DataFlow.
- Block name – copy data from a named block (RangeNameBase.block) to either:
- DCRange
- Table
- Wildcard name – use a wildcard range name to identify and move a group of data. Append the wildcard name with .0000, for example, “WildcardName.0000”. Copy wildcard data to:
- DCRange
- A column in a Table
- The Destination specifies the Table name.
- Leave SourceCol blank.
- Specify the Header column of DestCol.
- Repeating name – designate a repeating range of data with a name appended with .000, for example, “RepeatingName.000”. Move repeating data to:
- DCRange
- A column in a Table
- Table Name – specify a DFTBL name in DataFlow Classic to copy data from.
- To copy the entire table:
- Leave SourceCol blank
- Leave DestCol blank
- Copy column to column
- The DESTINATION column may include:
- Input name – a single location for the source value.
- Range name – a Range in DataFlow Next Gen for the source data.
- Table name – a destination table for the source data.
- The SourceCol column:
- Specifies the header of the DFTBL column you want to move.
- Requires one row for each header column you wish to copy.
- Is optional if you are not working with tables.
- The DestCol column:
- Specifies the header of the column where you will place the data.
- Requires one row for each header column you want to copy.
- Is necessary when moving data from:
- A DFTBL to a column in the new DataFlow Table.
- A wildcard to a column in a Table.
- A repeating range to a column in a Table.
General Rules for Rolling Your Data Forward
- Identify your DataFlow Classic Request identifiers (such as entities, period, and code) and create them in the new DataFlow to continue using them.
- Ensure the entity exists; otherwise, the Request won't roll forward.
- Select a new value forYearorPeriodto roll forward.
- Save the mapping file as XLSX.
- You may map a data type only as follows:
- Input to input
- Block to DCRange
- Block to Table
- Wildcard to DCRange
- Wildcard to Table (to a specific column header)
- Repeating to DCRange
- Repeating to Table (to a specific column header)
- DFTBL to Table
- DFTBL to Table, column to column
- Any unlocked destination will be overwritten, regardless of content.
- Blank values will roll forward and overwrite populated locations when unlocked.
- Avoid duplicate destinations as the results will be unpredictable.
- Use identifiable Column names to ensure data transfer.
- The Add Rows feature is required in the Destination to match the Source size to prevent truncating data if the Destination size is smaller than the Source.
- The system maintains the order of the data in a table in the destination.
- The system maintains blank values in a column of a table in the destination.
- NoSavetype Wildcards won't be rolled over, as their data isn't saved.
Closed issues
- Fixed a bug that prevented loading locally saved XML files.
- The request grid now retains your page size preferences.
- Corrected the Refresh Data Hub button functionality in Web DataFlow.