Data Loading and EDD Creation

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Data Loading and EDD Creation

After the appropriate data mapping template has been created, the source data needs to be loaded to the EDD format sections and fields. The following steps detail how to create an EDD using EQuIS Link and then commit it to the database:

Load format

Open mapping project template

Select source data

Load source data (multiple files can be loaded)

Review mapped data in EDP and resolve errors (if any)

Commit EDD to EQuIS database


1.Open EQuIS Professional and select EDP edp_icon from the Import group of the Home ribbon. Professional EDP opens in a separate window.

2.Load the desired format file (e.g., to use as the target sections and fields in the EDD. Load a format file by selecting the Format button EDP_Format_icon located in the Open group of the Home ribbon.

3.Load the desired mapping project template. Select the Link ribbon and click the Open button in the Project Group. In the Open File window, browse to the folder containing the desired mapping project template file. Select and Open the file to load the data mappings.

4.Select the source data. Click the Load button in the Data Group to display an Open File window.


5.Browse to the folder containing the source data. Use the file type drop-down to filter data files by file type. Select and Open the desired source data file.


6.Data in the source file will be mapped to the format using the mapping project template. A message box will detail how data was mapped to the EDD sections. To copy the contents of the Mapper Status dialog box to the Windows clipboard, click the Copy button. The data mapping messages can be pasted from the clipboard to a desired file. Click the Done button to close the Mapper Status dialog box.


7.Data will have loaded into one or more sections of the format, depending on which sections were mapped from the source data file. Populated section names will be Red or Green, depending on if they contain errors or are error-free, respectively. Empty sections of the format will remain black. Data will be displayed in the fields and any detected errors will be shaded.

8.(Optional) – If the source data is contained in more than one file, click the Append button in the Data Group to display an Open File window. Repeat Steps 4 and 5. The additional data will be loaded and appended to the existing data. Repeat this step as needed. To load numerous source data files, see to the Batch Processing article.


9.Resolve data errors (if any).

10.Commit the EDD to the database.