Migrate line item details

A common use case is needing to recreate a model, but with minor changes. In this situation it is normal to want to migrate the line item details as well. The easiest and most efficient way to accomplish this goal is to combine the two line item detail processes.

In general, the steps are as follows:

  1. Create the new version of the model, with identical dimension names and member key conventions.
  2. In Process Manager, create an Export line item details process and specify the original model as the Source.
  3. Run the export process. The line item details you specified are copied to an Excel file.
  4. Optional: You can open the exported line item detail data in Excel and add/edit/delete data as needed.
  5. Create an Import line item details process and for the Target select the new model and for the Source select the Excel file.
  6. Run the import process.

    The new model now contains all the line item details from the Excel file.