Part II: Methods for Loading Customer Data

Table of Contents

Database and Data Guidelines
Building Your Own Database
Using Unique Identifiers
Using Your Company Name
Creating an Empty Database
Best Practices for Data
Best Practices for Loading Data
Loading Data using BMIM and the Package Maker
Loading Data using the MIM File Loader
Loading Data using the MIM Formula Loader
Loading Futures Data
Loading Data using the MIM Excel® Add-in
Loading Data using the APIs
Best Practices for Extracting/Reading Data
XMIM Software
MIMIC Software
MIM Excel Add-in Software
BMIM Scripting Language
Application Programming Interfaces (APIs)
Database Catalog
Software Installations for Loading Data
Product Bundle – (MIM Formula Loader, Package Maker and MIM File Loader)
Installation Bundle Instructions
Loading Data using the Package Maker
Data Packages
Building Data Package Components
The make_data File
Data File
Running the Package Maker
Loading Data Packages and Checking Logs
Loading Futures Type Data (Monthly Curves)
Overview
Futures Data Concepts
Summation
Getting Started
Futures Type Data Naming Conventions
futures_contract Naming Conventions
futures_continuous Naming Conventions
Creating a Futures Type “make_data” File
Creating Categories, Symbols and Columns
Creating Continuous Contracts
Creating the Futures Type Data File(s)
Testing the Results
Generating Continuous Contracts
Loading Data from a File (MIM File Loader)
Overview
The .csv File Format
The XML File Format
Running the File Loader
Command Prompt Usage
Running the File Loader from the Browser
Final Ouput for .csv Example
Final Output for .xml Example
MIM Formula Loader
Overview
Running the Program
Creating Formula Query Files
Creating the Query
Saving the Query
Creating Nested Formulas
Formula Loader Script
Running Queries for Multiple Relations using LET
Creating the LET Query
Final Ouput
Loading Data via the MIM Excel Add-in
Overview
Data Loader: Server Setup Instructions
Overview
Specification
Downloading the Web Server and War File
Editing the “web.xml” File
Restarting the Web Server
Creating and Starting the Customer Database
Installing the MIM Excel Add-in
How to Use the Data Loader
Entering Data on the Spreadsheet
Loading Data from the MIM Menu
Units of Measurement (UOM)
Create the Units of Measurement File
MimicUM_Units
MimicUM_CategoryUnits
MimicUM_RelColConversion
MimicUM_Conversions
MimicUM_Currencies
XMIM_LOCAL_UNITS
Running the “units_measure_load” Command