How to import data using the DWH Wizard

Introduction

Use DWH Wizard to create import definitions and their packages from selected Sources. This route is useful when configuring several objects together. Select the required import classifications, review package grouping and names, then inspect the created definitions before executing packages.

Applicability

Use this procedure when one or more source objects must be prepared as imports as part of a broader DWH configuration. Use the dedicated Import Wizard when you need to create a single import from an existing source to a target table.

Prerequisites

• Configure a connector that can return the required source metadata, or create the required AnalyticsCreator source definitions.
• Identify the schema and table filters needed to locate the source objects.
• Confirm the import schema and package-naming requirements used by the DWH configuration.
• Confirm that you have permission to create DWH objects and packages.

Steps

Select and classify sources

1. Expand Connectors and locate the connector supplying the metadata.

   

2. Open the required Connector’s context menu. The example uses the Excel Connector.

   

3. Choose DWH Wizard. The ribbon and supported Sources or diagram context menus provide alternative entry points.

   

4. Select Use metadata of existing sources for the illustrated route. If reading connector metadata instead, select that mode and confirm the connector.

   Setting	Explanation
   Read metadata from connector	Reads the definitions from the external source through the selected Connector.
   Use metadata of existing sources	Uses Source definitions already stored for that Connector. Use this route when working from those saved definitions.

   

5. Enter the required schema and table filters, then choose Apply.

   

6. Select the required Source rows, checking their Connector, schema and name. The example selects Customers$.

   

7. Choose the down arrow to move the selection into the lower configuration list.

   

8. Select Import for each Source that requires an import definition. Review Trans, Hist, Dimension and Fact separately; they request additional related objects. The example shows additional classifications selected. Keep only the classifications required for this workflow.

   Setting	Explanation
   Import	Requests the import definition for the Source.
   Trans	Creates a Transformation after Import.
   Hist	Requests Historization for the Source.
   Dimension	Creates a Dimension for descriptive analytical data.
   Fact	Creates a Fact Transformation.

   

9. Choose next after reviewing the selected classifications.

   

Set naming and complete the wizard

1. Set Tables per package to the required grouping.

   Setting	Explanation
   Tables per package	Number of tables grouped in each generated package. This grouping value does not by itself determine the exact final package count.
   Import Package names	Names the generated import packages. A template such as IMP_{CONNECTOR_NAME}{NR} combines literal text with the Connector name and package numbering placeholder.
   Table names	Names generated tables. {SRC_NAME} uses the source name; preserve the supported placeholder spelling and braces.

   

2. Review or enter Import Package names. The example uses Import_Customers_Excel. Use a literal name or supported naming template that identifies the intended package grouping.

   

3. Review or enter Table names. The example uses Customers_Excel; a template such as {SRC_NAME} instead derives the name from the Source. Check the resulting names against the intended targets.

   

4. Review the remaining naming settings and choose finish. Check the created import and package definitions before later execution.

   

Expected Results

• In ETL → Imports, locate imports for the selected Sources and compare source-to-target relationships with the intended configuration.
• Check generated table and package names against the literal names or templates entered. Review any additional objects requested by the classifications.
• The definitions and packages are prepared for execution; creation is not proof of a completed data load.

Decisions and variations

• Use DWH Wizard when several Sources and related objects must be configured together. Use Import Wizard to define an import for one existing Source.
• Selecting Hist, Trans, Dimension or Fact requests additional related definitions.
• Package names using {NR} contain a numbering placeholder. Check generated names instead of assuming a particular starting number.
• Completing this wizard creates configuration and packages; execute and validate them through the separate loading workflow.

Troubleshooting

• Wrong Sources: check metadata mode and Connector, then review filters and Apply before selecting rows.
• Unexpected objects or names: compare classifications, package grouping and naming templates with the created definitions before executing packages.

Related Guides

• How to define many files/subdirectory as one data source
• How to import data using the Import Wizard