› Data load module › Load data

Load data

  1. From the Guide, under Load Data, click the Load data link or select Data load module on the Documents Tree.
  2. On the left pane, select the required items for stored Records, Metrics, Processes, or Translation tables.
  3. On the right pane, set the appropriate time period for the data to include.
  4. Click the Load data button to start the loading of data into Data mart. The time required for a data load depends on the speed of the database and the number and complexity of the processed records.

    After the data is loaded, you can view a summary of the data load at the bottom of the screen. The summary indicates whether the data is successfully loaded.

    You can either load each Record and Metric individually or through an execution plan, but not both. Execution plans are a good way to organize data loading. You might create an hourly and a daily execution plan and load Records and Metrics using one or the other, depending on how frequent you want to update them.

    If you want to load data for a stored document that was built based on the on-demand record, create an individual execution plan and select both stored and on-demand documents to load.