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1. Click the Add Source button to create a new Data Source.

2. Copy the first 10 rows or so from the Excel file, including the header, into clipboard.

3. Go back to your new Data Source and click Add Fields.

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4. Paste the rows from the clipboard into the text area and click Apply.

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5. Set each field's Data type if it was not set up correctly from the data sample.

6. Mark at least one field as 'Key' in the Function column.

7. Define Measure for Money and Number data types.

8. Click the Deploy button.

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1. Go to Analytics > Data Manager > Data Feeds.

2. Select the Data Feed generated for your Data Source (it has its name as a label).
    Make sure the labels are there and exactly match the one used in the Data Source.

3. Switch to the Data tab and click Upload.
   For the file requirements (format, size, delimiters etc.), see Data Feeds.

4. Browse for your Excel file and click OK.

5. Wait for the upload to complete. This might take a while depending on the size of your data.

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1. Go to Analytics > Data Manager > Datamarts.

2. Click the Add Datamart button.

3. Specify the name and label and open the newly created Datamart.

4. Set the Source of the Datamart to be your Data Source.

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5. Select the reporting currencies. All transactions are converted (based on the currency Data Source) to the selected currencies.
   For more details on currencies, see /wiki/spaces/KB/pages/22183992.

6. Pull in all the necessary fields from the Field Picker (select and click Add to fields).

   • If you have Per-Unit fields in the Data Source, make sure you have a Per Unit Basis field function set.

   • If you are using Date fields, make sure you have a Pricing Date field function set.

   • If you are using Currency fields, make sure you have a Pricing Date field set and the Currency (ccy) data source populated.

   • If you are using UoM fields, make sure you have the UoM (uom) data source populated.

7. Click the Deploy button.

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1. Go to Analytics > Data Manager > Data Loads.

2. Find and select the Calendar task with the Calendar Type.

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3. Click the Run Data Load button at the bottom of the table.

4. Wait for the Calendar task to finish. This will populate the Calendar data source with Year, Quarter, Month and Week data.

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