Data Import & Export

Course Objective:

The purpose of the course is to give you a broad understanding of the most common tools for data import to SimCorp Dimension – the Filter Tool Box – and data export from SimCorp Dimension – the Data Extractor. During the course, you will learn how to map and transform data the using in-built functions, translations and formulas. The course also covers the usage of message queues and batch jobs as ways of streamlining the data transport.

The course will emphasize hands-on exercises. However, the underlying processes and concepts are walked-through by the instructor.

After completing this course, you will be able apply the standard functionality to analyse and create interface solutions that meet the most common requirements of data transport.

Main Learning Topics:

Data Import:

  • Filter Tool Box overview
  • Functions and Formulas
  • Filter integration
  • Message Queue

Data Export:

  • Data Extractor (DEX) overview
  • Database Structures
  • Data Extractor (DEX) functions
  • Holdings and Holding Keys
  • Portfolio calculations
  • In line views
  • Formulas


It is strongly recommended that participants have prior experience with SimCorp Dimension and/or data import/export in general. You should be able to navigate the portal, use the online help and have an elementary understanding of a relational database.


Days: 3
Daily training hours: 9 - 17

How to register for this course

Click your preferred date below and register by filling out the form.

If no date is found for your preferred course please contact [email protected] to request the course.