Tag: CSV

  • A Guide to Daily Data Aggregation  in Electronic Reporting

    A Guide to Daily Data Aggregation in Electronic Reporting

    From time to time, I need to develop reports that present monthly data aggregated by day. In this post, I’ll demonstrate how a user can select a specific month of the year and generate a CSV report showing the total vendor invoiced amount for each day. I’ll also walk through the methodology I use and…

  • Import a CSV file with Electronic Reporting (III) [Legacy]

    Import a CSV file with Electronic Reporting (III) [Legacy]

    These steps are not necessary, as a better method for importing a CSV with escape characters is explained at the end of part 2. Nonetheless, I’m leaving it here because it might be helpful for importing other file types, such as EDI files. In the first two entries of this series, we saw the standard…

  • Import a CSV file with Electronic Reporting (II)

    Import a CSV file with Electronic Reporting (II)

    This article is the second in a series of three about importing CSV files into the system. We will explore the format, the format mapping, escaping characters and how to test the development. Once we have the model and the mapping with the status completed, we can continue by creating an import format under our…

  • Import a CSV file with Electronic Reporting (I)

    Import a CSV file with Electronic Reporting (I)

    In this series, I’m going to show an example of importing a CSV file using Electronic Reporting (ER). This guide assumes you have basic knowledge of ER. If you are just starting, I recommend reading the series on ER export first, as it is more step-by-step and explains the basic concepts of ER. In an…