Data source groups
Data source groups are used to load data from different sources into one project. You can use them, for example, to:
- Combine data (e.g., you can load after-tax cash flow from PalantirCASH and reserves from a database)
- Load multiple project and price scenarios to calculate risked values
- Add reference or comparison variables (for example, previousy year figures vs. the current year)
- Derive calculated values based on input data from different sources
- Add project properties from Excel files
Note: Loading data from different sources into one project works only if the project has the same name in all data sources. If the name is different in any way, multiple projects will be loaded into
The image below shows a group named Current Business Plan where each project will include economics data from PalantirCASH, properties from Excel, and reserves values from a database.
To add a group, click the Add button 
on the ribbon and select the Group option. By default, groups are named Group with a sequence number, for example, Group 1; to rename a group, select the group and click the Rename button 
. To add items to a group, select the group and click the Add button on the ribbon or drag-and-drop existing data sources under the group. To delete a group, select it and click the Delete button 
.
The order of data sources in a group is important as they are loaded from top to bottom. To change the order, drag-and-drop the data sources as required.
To move a data source out of a group, drag-and-drop it to the top level on the list. Note that in this case you will need to reload data fpr the group as values in the portfolio are not automatically updated to reflect such changes.
Data sources included in a group should have complementing mapping templates; that is,
each 
to view the message, as shown in the image below. You can ignore the warning and load data anyway; in this case any value that is mapped several times will be loaded from the last data source in the group list where it is found.
If a project exists only in one data source, it will be treated as if it were not part of a group.
The start year and duration of projects are taken from project settings and are always loaded from the first data source which contains the project; note that these settings are different from the portfolio settings specified in the Start Year and Duration fields in the Load Data workspace.
The economic limit date, project type and net partner must be mapped in a mapping template, and they are also loaded from the first data source which contains the project. If the values are missing from the first data source, however, then default values will be used as specified in the table below. In the example above, if the project type is not mapped in CASH data, the default project type will be used even if the type is mapped in Reserves.
| Setting | Default Value |
|---|---|
| Economic limit date | The last date of the project. |
| Project type | The first project type on the list in the configuration settings (see Project Types). |
| Partner | Gross. |