When uploading a spreadsheet with BI data, there are rules to match data from the spreadsheet with existing data in the DB.
Matching Columns
| SpreadSheet Column | DB Column |
|---|---|
| Investor No_ | investorCode |
| Investor Short Code | investorShortCode |
| Posting Date | postingDate |
| CAPCALLDIST Code | capitalCallId |
Default Behavior
When uploading a new BI file, any previously published data will be refreshed with the data from the new file.
If no BI data has been published yet, the current BI file will become the only available dataset once it’s published.
If duplicate rows exist with different values in the new file, the system will not consolidate them before inserting into the database.
Overwrite existing data option
If this option is selected, matching records in the existing dataset will be replaced with the new data being uploaded. Matching data with null values in new upload will be ignored.
Delete data when null
If this option is selected, matching records will be deleted if the new data contains null values.