Importing and Exporting Period Tables

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Importing Period Tables

You can change the contents of the period table based on data registered in an Excel sheet. This function is called the "Period Table Import Function".

Operation procedure:

Using the Period Table Import Function, you can apply period tables, such as weekly or daily, which do not have templates prepared, to your application.

Data Formats That Can Be Imported

During the import process, data from an Excel sheet is taken in via the clipboard. Specifically, you copy the range of settings from an Excel sheet to the clipboard and import it into the period table editing screen.

Although the data formats that can be imported are explained in detail below, if you find it difficult to understand, try exporting an existing period table and pasting it into an Excel sheet. The exported data can be imported as is, following the rules below.

General Rules Regarding Notation

Except for names, uppercase and lowercase letters are not distinguished.

Rules Regarding the Order of Rows

Please arrange the following four commands in order from the top in the copy target range on the Excel sheet.

REPLACE-PERIOD-TABLE

Indicates replacement of the period table

ADD-PERIOD-UNIT

Indicates registration of a period unit

ADD-VIEW

Indicates registration of a view format

ADD-RELATIVE-PERIOD

Indicates registration of a relative period

For each command, arrange one header row and detail rows. The number of detail rows varies depending on the type of command and the content of the period table you want to register. Header rows indicate the meaning of each field in the detail rows. Blank lines can be placed at any position within the copy target range and are simply ignored.

The rules for arranging header and detail rows are as follows:

  1. The first line (excluding blank lines) within the range must be a header row.

  2. After the header row, any number of "detail rows" can be placed. The arrangement of fields in these detail rows must follow the instructions of the immediately preceding header row.

  3. Within the range, header rows can appear multiple times.

  4. Each detail row represents a registration instruction for one element constituting the period table. Detail rows are processed in the order they appear on the sheet.

Detail rows must have the same number of fields as specified in the preceding header row, and the fields in the header and detail rows must correspond in order.

Below, the rules for writing header and detail rows are explained for each command.

REPLACE-PERIOD-TABLE Command

This command indicates the replacement of the period table. When this command is processed, the existing period table is discarded, and a new empty period table is created and becomes the subject of subsequent processing. Normally, this command is placed at the beginning of the group of commands processing the period table to erase the existing period table.

Rules Regarding Header Row Content

The header row consists of the following fields.

Field Name Mandatory Number of Fields Field Position Specified Content (Field Symbol)

Command

1

Always the first field

Fixed value REPLACE-PERIOD-TABLE

Record Type

1

Always the second field

Fixed value HDR

Name

Up to 2

Optional

Fixed value NAME:ja or NAME:en

NAME:ja

Japanese name

NAME:en

English name

The record type HDR indicates that this row is a header row.

The name field follows the fixed value "NAME" with the language "ja" or "en", linked by a colon ":". Do not place spaces before or after the colon. "ja" and "en" can also be uppercase.

Rules Regarding Detail Row Content

The specified values for each field in the detail row are as follows.

Field Name Specified Content (Field Value)

Command

Specify the same command as the previous header row

Record Type

Fixed value DTL

This indicates that this row is a detail row.

Name

The Japanese or English name of the period table.
(If the field symbol is NAME:ja, then the Japanese name, if NAME:en, then the English name)

ADD-PERIOD-UNIT Command

This command indicates the registration of a period unit. Each row of the detail rows registers one period unit. Pay attention to the order of the detail rows, as the period units are considered to be in a hierarchy, with the ones registered earlier being the higher period units.

Rules Regarding Header Row Content

The header row consists of the following fields.

Field Name Mandatory Number of Fields Field Position Specified Content (Field Symbol)

Command

1

Always the first field

Fixed value ADD-PERIOD-UNIT

Record Type

1

Always the second field

Fixed value HDR

Label

1

Optional

Fixed value LABEL

Name

Up to 2

Optional

Fixed value NAME:ja or NAME:en

NAME:ja

Japanese name

NAME:en

English name

The record type "HDR" indicates that this row is a header row.

The rules for writing the name field are the same as for the REPLACE-PERIOD-TABLE command.

Rules Regarding Detail Row Content

The specified values for each field in the detail row are as follows.

Field Name Specified Content (Field Value)

Command

Specify the same command as the previous header row

Record Type

Fixed value DTL

This indicates that this row is a detail row.

Label

The label of the period unit being registered by each row.

Name

The Japanese or English name of the period unit.
(If the field symbol is NAME:ja, then the Japanese name, if NAME:en, then the English name)

ADD-VIEW Command

This command indicates the registration of a view format. Each row of the detail rows registers one view format. The same number of view formats as period units are required (one period-specific view format and cumulative view formats for each period unit except the lowest).

Rules Regarding Header Row Content

The header row consists of the following fields.

Field Name Mandatory Number of Fields Field Position Specified Content (Field Symbol)

Command

1

Always the first field

Fixed value ADD-VIEW

Record Type

1

Always the second field

Fixed value HDR

Label

1

Optional

Fixed value LABEL

Name

Up to 2

Optional

Fixed value NAME:ja or NAME:en

NAME:ja

Japanese name

NAME:en

English name

Accumulated by Period Unit Label

1

Optional

Fixed value ACCUMULATED-BY

The record type HDR indicates that this row is a header row.

The rules for writing the name field are the same as for the REPLACE-PERIOD-TABLE command.

Rules Regarding Detail Row Content

The specified values for each field in the detail row are as follows.

Field Name Specified Content (Field Value)

Command

Specify the same command as the previous header row

Record Type

Fixed value DTL

This indicates that this row is a detail row.

Label

The label of the view format being registered by each row.

Name

The Japanese or English name of the view format.
(If the field symbol is NAME:ja, then the Japanese name, if NAME:en, then the English name)

Accumulated by Period Unit Label

Leave blank if the target is a period-specific view format. For a cumulative view format, specify the label of the target period unit.

ADD-RELATIVE-PERIOD Command

This command indicates the registration of a relative period. Each row of the detail rows registers one relative period. Arrange the detail rows in order from the higher period units, and note that the depth of the relative periods must match the number of period units.

Rules Regarding Header Row Content

The header row consists of the following fields.

Field Name Mandatory Number of Fields Field Position Specified Content (Field Symbol)

Command

1

Always the first field

Fixed value ADD-VIEW

Record Type

1

Always the second field

Fixed value HDR

Label

1

Optional

Fixed value LABEL

Name

Up to 2

Optional

Fixed value NAME:ja or NAME:en

NAME:ja

Japanese name

NAME:en

English name

Parent Relative Period Label

1

Optional

Fixed value PARENT

The record type HDR indicates that this row is a header row.

The rules for writing the name field are the same as for the REPLACE-PERIOD-TABLE command.

Rules Regarding Detail Row Content

The specified values for each field in the detail row are as follows.

Field Name Specified Content (Field Value)

Command

Specify the same command as the previous header row

Record Type

Fixed value DTL

This indicates that this row is a detail row.

Label

The label of the relative period being registered by each row.

Name

The Japanese or English name of the relative period.
(If the field symbol is NAME:ja, then the Japanese name, if NAME:en, then the English name)

Access Permission Type

The label of the access permission type to be assigned to the target business responsibility unit.

Parent Relative Period Unit Label

The label of the relative period you want to make the parent of the relative period being registered. The relative period specified here must already be registered.

Exporting Period Tables

You can paste the settings of the period table into an Excel sheet in the format described above for importing (by exporting the data to the clipboard and then pasting it from the clipboard into an Excel sheet). You can modify the contents of this sheet and import it again.

Operation procedure: