When there are differences between the source dimensions and the target dimensions, use the mapping feature to relate the dimensions. Examples where ERP data and Planning data are in different formats:
The ERP Chart of Account structure consists of Company, Account, Sub Account, Department, and Product whereas the Planning application uses only Department, Account, and Product.
The ERP Chart of Accounts has multiple levels in a Division, whereas the Planning application uses only the Division level.
The ERP account numbers use eight characters, whereas the Planning application uses only the first six characters of the account.
This section gives an example of how to import data into a Planning application when the member names in the source system do not match the member names in Planning.
Refer to these steps and then perform the following procedure:
The following example assumes the source system has multiple products in the Electronics product line (for example, Televisions, Smart Phones, Computers), whereas the Planning application stores data only at the aggregated Electronics level. You want to import data from all Electronics products in the source system, but aggregate them in Planning into the Electronics level in the Product dimension.
Table 7. Electronics and Appliances Hierarchies
| In Source System | In Planning Target Application | ||
|---|---|---|---|
| Electronics | Electronics (includes all TVs, Phones, and Computers) | ||
| 110 - TVs | na | ||
| 120 - Phones | na | ||
| 130 - Computers | na | ||
| Appliances | 210 - Dishwashers | Appliances (includes all Dishwashers and Ovens) | |
| 220 - Ovens | na | ||
To set up the data load mapping for this example:
On the Like tab, enter “1* ” in the Source field to import data for all Electronics (product codes that begin with “1”).
In the Target field, enter “Electronics”.
You can create multiple mappings to import and aggregate other product lines. For example, you could create another mapping and enter “2*” in the Source field to import all Appliances (product codes that begin with “2”), and enter “Appliances” in the Target field.
When the data load rule is executed (see Create and Execute the Data Load Rule), data for all electronic products that begin with the code “1 ” are imported and aggregated at the Electronics level in the Planning application.