AX2242

Setting up file processing: Saving data

Using file processing, you can save data from an Axiom file to the Axiom Software database. The most typical use of this feature is to save data via multipass processing.

NOTE: This topic discusses the standard option for saving data to the database using file processing. Another specialized option is available to process many records per pass. For more information on this option, see Setting up file processing: Saving data in batches.

To set up file processing to save data to the database:

  1. Open the file where you want to set up file processing, and enable it as follows: On the Axiom tab, in the File Output group, click File Processing > Add File Processing control sheet to active workbook.

    NOTE: In systems with installed products, this feature may be located on the Main tab (either directly on the tab, or on the Publish menu).

    The File Processing pane opens, and a sheet named Control_FileProcessing is added to the file.

  2. In the File Processing pane, for Processing Type, select Save Data.

  3. From the Save Data Mode list, specify how data should be saved:

    • Save After Each Pass: A save-to-database occurs after each pass.

    • Save Once at the End: The data from each pass is saved in memory until all passes are complete, and then the save-to-database occurs.

      You should save at the end if the process could result in multiple rows of data with the same key codes, so that the rows are summed before saving to the database, rather than having the data from one pass overwrite the other.

    • Save to Output Sheet: The data from each pass is collected and saved to an "output sheet" within the file being processed. No data is saved to the database. The output sheet is named SaveData_SheetName, where sheetname is the name of the sheet set up to save to the database.

      This option is primarily intended for testing the file setup, so that you can review the data that would be saved without actually saving it.

  4. Optional. Select Save data tags are static for all passes if your save-to-database setup is static and will not dynamically adjust for each pass.

    This option assumes that your data is brought in using functions or update-only Axiom queries, so that the number of rows and the placement of the save-to-database tags remain static for each pass. Enabling this option allows Axiom Software to read the save-to-database tags once at the start of the process. The File Processing Control Sheet settings and the default Control Sheet settings are also cached at the start of the process and will not be refreshed for each pass. Eliminating the need to refresh these settings speeds up processing for each individual pass.

    If instead you are using rebuild Axiom queries to bring in your data, or if you are dynamically enabling or disabling save-to-database tags or other settings for each pass, then you should not select this option.

  5. Complete the MultiPass Settings. Although it is not required to perform save data using multipass processing, this is the most typical use of the feature.

    For Source Column, click the column icon to select the source column for multipass processing. For example, if you select DEPT.VP as the source column, then the file will be processed once for each VP, and the data in the file will be automatically filtered to show only the data for that VP.

    To confirm that the file will be processed using your desired list of items, click Preview Multipass List. A dialog opens, displaying the total number of items to process, as well as the list of individual items.

    For more information on multipass processing, and for details on advanced settings, see Configuring multipass settings for file processing.

  6. When you are finished configuring the file processing settings, click File Options > Save to save the settings in the file.

Results

Users can now use File Output > File Processing to process the file. The following actions will occur:

  • When using Process File, the file will be refreshed "as is," and the data will be saved according to the specified save mode.

  • When using Process Multipass, the file will be refreshed using a multipass filter to limit the data to the current multipass item (for example, for the current VP if processing by DEPT.VP). This process will occur for each unique multipass item being processed, with a different multipass filter being applied for each pass. Data will be saved according to the specified save mode.