Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
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2
Using Data Management
- Data Loads and Write-Back
- Drilling into Data
- Using Data Management with Multiple Oracle Fusion Cloud EPM Deployments
- Navigating Data Management
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Administration Tasks
- Predefining a List of Profiles
- Setting up Source Systems
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Registering Target Applications
- Reusing Target Application Names Multiple Times
- Creating a Data Export File
- Creating a Custom Target Application
- Adding Lookup Dimensions
- Defining Application Dimension Details
- Defining Application Options for Planning
- Defining Application Options for Essbase
- Defining Application Options for Financial Consolidation and Close
- Defining Application Options for Tax Reporting
- Defining Application Options for Profitability and Cost Management
- Deleting Registered Target Applications
- Executing Business Rules When Loading Data
- Loading Data Using an Incremental File Adapter
- Loading Data to a Free Form Application
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3
Integrating Data
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Integrating Data Using a File
- Integrating File-Based Data Process Description
- Registering File-Based Source Systems
- Registering Target Applications
- Defining Import Formats for File-Based Mappings
- Concatenating Source Dimensions for a File-Based Source
- Loading Multiple Periods for EPM Cloud or File-Based Source Systems
- Defining Data Load Rule Details for a File-Based Source System
- Running Data Load Rules
- Using Drilling Through
- Integrating Metadata
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Integrating Oracle ERP Cloud Oracle General Ledger Applications
- Integration Process Description
- Configuring a Source Connection
- Working with Import Formats
- Defining Locations
- Defining Category Mappings
- Data Load Mapping
- Adding Data Load Rules
- Processing Oracle General Ledger Adjustment Periods
- Adding Filters for Data Load Rules
- Drilling Through to the Oracle ERP Cloud
- Writing Back to the Oracle ERP Cloud
- Integrating Budgetary Control
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Integrating Oracle NetSuite
- Supported NSPB Sync SuiteApp Saved Searches
- Process Description for Integrating Oracle NetSuite
- Configuring a Source Connection to Oracle NetSuite
- Creating an Oracle NetSuite Data Source
- Applying Oracle NetSuite Application Filters
- Managing Periods in Oracle NetSuite
- Adding Import Formats for Oracle NetSuite Data Sources
- Adding Data Load Rules for an Oracle NetSuite Data Source
- Drilling Through to Oracle NetSuite
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Integrating with the Oracle HCM Cloud
- Process Description for Integrating Data from Oracle HCM Cloud
- Configuring a Source Connection to an Oracle HCM Cloud Data Source Application
- Importing Oracle HCM Cloud Extract Definitions to Oracle HCM Cloud
- Creating an Oracle HCM Cloud Data Source Application
- Adding Data Load Rules for an Oracle HCM Cloud Data Source Application
- Integrating Oracle HCM Cloud Metadata
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Loading Data from the Oracle ERP Cloud
- Process Description for Integrating Oracle ERP Cloud Using Prepackaged Queries
- Configuring a Source Connection for an Oracle ERP Cloud Source System
- Creating an Oracle ERP Cloud Data Source
- Applying Application Filters to an Oracle ERP Cloud Data Source
- Selecting Period Report Parameters from the Oracle ERP Cloud
- Process Description for Integrating Oracle ERP Cloud Data Using a Custom Query
- Security Role Requirements for Oracle ERP Cloud Integrations
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Integrating Account Reconciliation Data
- Integrating BAI, SWIFT MT940 or CAMT.053 Format Bank File Transactions and Balances
- Adding a Transaction Matching Target Application
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Loading Reconciliation Compliance Transactions
- Loading Reconcilation Compliance Transactions Process Description
- Adding a Reconciliation Compliance Transactions Application
- Mapping Reconciliation Compliance Transactions Attributes to Dimensions
- Creating an Import Format for Reconciliation Compliance Transactions
- Defining the Location
- Defining a Period for Reconciliation Compliance Transactions
- Creating a Data Load Mapping for Reconciliation Compliance Transactions
- Running the Data Load Rule for Reconciliation Compliance Transactions
- Loading Exported Journal Entries
- Integrating EPM Planning Projects and Oracle Fusion Cloud Project Management (Project Management)
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Integrating Data Using a File
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4
Integration Tasks
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Working with Import Formats
- Defining the Import Format
- Adding Import Expressions
- Defining Import Formats for File-Based Mappings
- Concatenating Source Dimensions for a File-Based Source
- Using the Import Format Builder
- All Data Types Data Loads
- Using Workflow Modes
- Defining Locations
- Defining Period Mappings
- Defining Category Mappings
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Loading Data
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Creating Member Mappings
- Creating Mappings Using the Explicit Method
- Creating Mappings Using the In Method
- Creating Mappings Using the Between Method
- Creating Mappings Using the Multi-Dimension Method
- Using Special Characters in Multi-Dimensional Mapping
- Creating Mappings Using the Like Method
- Using Special Characters in the Source Value Expression for Like Mappings
- Conditional Mapping using a Mapping Script
- Using Mapping Scripts
- Creating Mapping Scripts
- Using Special Characters in the Target Value Expression
- Format Mask Mapping for Target Values
- Ignoring Member Mappings
- Importing Member Mappings
- Downloading an Excel Template (Mapping Template)
- Importing Excel Mappings
- Exporting Member Mappings
- Deleting Member Mappings
- Restoring Member Mappings
- Defining Data Load Rules to Extract Data
- Managing Data Load Rules
- Using the Data Load Workbench
- Viewing Process Details
- Using Excel Trial Balance Files to Import Data
- Loading Multiple Periods for EPM Cloud or File-Based Source Systems
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Loading Journals to Financial Consolidation and Close
- Loading Financial Consolidation and Close Journals Process Description
- Working with Journal Loads and Import Formats
- Working with Journal Loads and the Data Load Rule
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Loading Journals from the Data Load Workbench
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Loading Journals from a Template
- Processing Journals Templates
- Downloading a Journal Template
- Defining Journal Templates
- Metadata Structure
- Row 1 (Journal ID and Location Tag)
- Row 2 (Data Management Category Tag)
- Row 3 (Data Management Period Tag)
- Row 4 (Load Method Tag)
- Row 5 (Dimension Tags)
- Creating Range Names Within Journal Templates
- Loading Journals
- Checking Journals
- Posting Journals
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Loading Journals from a Template
- Loading Text-Based Journals
- Service Instance Integrations
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Creating Member Mappings
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Data Load, Synchronization and Write Back
- Overview
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Synchronizing and Writing Back Data
- Data Synchronization
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Write-Back
- Writing Back from Planning Applications in Data Management
- Writing Back from the Planning to the Oracle General Ledger
- Available Source to Target Write-Backs
- Defining Data Load Rules for Write-Back Scenarios to External Sources
- Defining the Source Filter Option
- Running Data Load Rules to Write Back
- Exporting to Target
- Logic Accounts
- Check Rules
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Working with Import Formats
- 5 Batch Processing
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6
Data Management Reports
- Data Management Reports
- Working with Report Definitions
- Running Reports
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Data Management Detail Reports
- Audit Reports
- Check Reports
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Base Trial Balance Reports
- TB Current Location, with Targets (Cat, Per)
- TB Current Location with Rules (Cat, Per)
- TB Current Locations, All Dimensions-Targets, by Target Entity-Account (Cat, Per)
- TB Current Locations, All Dimensions-Targets (Cat, Per)
- TB Current Location, by Target Acct (Cat, Per)
- TB Current Location, By Target Entity Account (Cat, Per)
- TB Converted Current Location by Target Entity/Account
- Listing Reports
- Location Analysis
- Process Monitor Reports
- Variance Reports
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7
System Maintenance Tasks
- Deleting Integration
- List Table Rowcount
- Export Setup Table Data
- Maintain Application Folder
- Maintain Data Table by Location
- Maintain Data Table by Application
- Maintain Process Tables
- Maintain Setup Data
- Upgrade Custom Applications
- Purge All Imported Data
- Reallocate Tablespace
- Reset Environment
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Migrating Schedules to EPM Platform Job Scheduler
- Migrating Schedules to the EPM Platform Job Scheduler Important Considerations
- Migrating Schedules Best Practices
- Migrating Schedules to the EPM Platform Job Scheduler Process Description
- Scheduling a Data Rule, Integration, or Batch Definition to Run in the Job Scheduler
- Scheduling Maintenance Scripts in the Job Scheduler
- Lifecycle (LCM) Snapshots
- A TDATASEG Table Reference
- B Oracle HCM CloudExtract Definition Field Reference