File Format for Importing Apportionment Definition

Cobra checks the apportionment definition file format when importing apportionment definition data.

These checks are as follows:

  • The apportionment definition file can be either in CSV or XLSX format.
  • If you use CSV file, it must contain comma separate columns and optionally can have quotes around string values.
  • The first row of the apportionment definition file must be a column header and the order of arrangement can be interchanged.
  • The apportionment definition file must conform to the column names below:
    Column Column Name Table Field
    1 Resource APPBE.CECODE
    2 Result APPBE.RESULT
    3 Source Resource APPBEDTL.SRC_CECODE

    Columns 1–3 are required for the first resource record budgeted by apportionment. Any subsequent record with the same Resource or Result will not require columns 1-2 until another resource record need to be updated.

During the validation, Cobra checks and performs the following:
  • The specified resource file must have Resource in Column 1.
  • Result in Column 2 must be a valid result for the resource file based on the selection in the Resource file information.
  • Source Resource in Column 3 must exist in the specified resource file.
  • The resource file must not contain blank rows between the records. If there is a blank row, Cobra will assume that the row is the end of the file, and there are no more records to process.
  • The resource file must contain all resource apportionment definitions.
  • Cobra will not update any specific records.
  • All existing resource apportionment definitions will be deleted and replaced with those from the import file.
  • Multiple records with different result for one single apportionment resource will use the first specified result.
  • The resource file must not contain a record used both as Resource and Source Resource as this causes circular reference. Otherwise, Cobra will display a warning message in the log and will not load the resource apportionment definition.

Below is a sample file.