Load from Enersight

Note: This loader is accessible only if your user account is a member of the Administrators workgroup, or the Named Workgroup for this tool. Administrator users can set the Named Workgroup using the Access Control button Access Control button for this loader (see Loader access control). Note as well that every Enersight server connection has a separate workgroup-based access control (see Enersight Connections).

To import data from Quorum Software Enersight, click the Load from Enersight Enersight button button in the Tools tab on the ribbon. The Load from Enersight screen will be displayed.

The import works by making a live connection to an Enersight server. The required connection must already be configured in the Dataflow Configuration workspace; see Enersight Connections.

Note: Enersight version 2.14 or later is required to connect with the Enersight data loader.

For version 16.5 Update 17 and later:

  • Added an option in batch settings Create and/or apply scenario tag from named scenario when using 'Import into named scenario'.
  • When the Import into named scenario radio button is clicked, the names table will be automatically filled-in so that all the Dataflow Scenario names match the Enersight outcomes. The Dataflow names can be edited as required.

The import process involves the following steps:

  1. The import to Planning Space requires an export configuration in Enersight, which must be set up in advance, as explained in the topic Enersight export settings. The configuration is stored in an Enersight profile, which is then specified as one of the loader parameters in the Enersight Batch Import screen.
  2. When you open the loader screen, the last-saved Enersight connection will be activated automatically. You can change this by clicking the ellipsis button for Enersight connection, and select a different connection in the dialog.
  3. On the Enersight Batch Import screen, specify the import settings for one or more batches (see Enersight Batch Import). You will also need to create one or more mapping templates (see Enersight mapping template).
  4. Click Next to move to the Destination Dataflow Hierarchy Node screen. Select the Version of the hierarchy where you want to import your data; note that you can load data only if you have full access to the selected destination. Then select the destination node, observing the hierarchy rules that apply. For example, if Fields are located under Regions in the Dataflow hierarchy you will only be allowed to import Fields by placing them under Regions.
  5. The Pre-Import Confirmation screen gives you a summary of the import options. The Logging Options button opens a dialog where you can specify whether the import log file should contain detailed import information or otherwise. To begin the import, click Next.
  6. Once the import has finished, a confirmation message and the View Log button will be displayed. Check the log file if the import had warnings or errors. Click Finish to close the wizard.