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Note that copying the metadata has to be done each time the dimensionality of HFM has changed (added / removed / moved members of a dimension)

Load Sets

The Load Sets determine the combination of Scenarios, Years and Periods that will be extracted from HFM.

There are two types of Load Sets:

1. Load Set for a full data refresh. When executing such load set (of which you can only have one!) first all data and dimensions in the CXO Cockpit databases are cleared and then refilled with new data.
2. Incremental Load Sets: these can be used to quickly replace a slice of data usually one Scenario, one Year and one Period. The CXO dimensions are not refreshed.

The Base Load Set (type 1) looks like:

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A Base Load Set can have several Subsets. During an extraction these Subsets will be executed sequentially in the order in which they are entered. Each Subset has its own combination of Scenario(s), Year(s) and Periods. Since they are all done within one data-extraction action they should not overlap.

Usually, the first Subset (named 'Base' in this example, but you can use any name) extracts the history of the Actual numbers. In this case we extract the Actual numbers for all months of 2006 (note that 2007 is the current reporting-year in this Comma application).

An important rule for the Period dimension is that you only select periods that belong to the native frequency of the selected Scenario: The Actual scenario is a monthly scenario, hence we only select months.

Let's add another Subset named CurAct (the actuals for current year):

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Press the '+' and then rename the Subset in the Edit box:

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Now for this Subset we select Scenario = Actual, Year = 2007 and Period = Jan, Feb: