Member mappings fetch the target members for each dimension. Member mappings are referenced during the data load, enabling ERP Integrator to determine how to dimensionalize the data that is loaded to the target dimension. They define relationships between source dimension members and target dimension members within a single dimension. You must create a member mapping for each target dimension.
There are three types of member mappings:
Explicit—The source value is matched exactly and replaced with the target value.
Between—The range of source values is replaced with one target value.
Like—The string in the source value is matched and replaced with the target value.
The following table is an example of a member mapping, where three segment members, Cash-101, 102, and 103 map to one EPM member, Cash.
| Segment / Chartfield Member | EPM Member |
|---|---|
| Cash-101 | Cash |
| Cash-102 | Cash |
| Cash-103 | Cash |
| Expense-1 | Expense |
| Expense-2 | Expense |
You can use special characters for the source and target values. See Using Special Characters in the Source Value Expression for Like Mappings and Using Special Characters in the Target Value Expression.
To define member mappings:
Select the Dimension and Type.
Note:
If you have defined a metadata mapping for the dimension, ERP Integrator automatically creates a “Like” member mapping. If you entered a member prefix, the same member prefix is automatically entered as the target value in the member mapping. “DEFAULT” displays in the rule name and description field for system-generated mappings. When data is extracted, user-defined mappings are extracted first, and then system generated mappings.
Type options:
Explicit—The source value is matched exactly and replaced with the target value. For example, the source value, “ABC,” is replaced with the target value, “123.” See Creating Mappings Using the Explicit Method.
Between—The range of source values are replaced with one target value. For example, a range from “001” to “010” is replaced as one value: “999.” See Creating Mappings Using the Between Method.
Like—The string in the source value is matched and replaced with the target value. For example, the source value, “Department” is replaced with the target value, “Cost CenterA.” See Creating Mappings Using the Like Method.
When processing the source values for transformations, multiple mappings may be applicable to a specific source value. The order of precedence is Explicit, Between, and Like. Within Between and Like types, mappings can overlap. The rule name determines precedence within a mapping type. The rules are processed in alphabetical order of the rule name within a mapping type.
Tip:
You can click Refresh Values to refresh the list of segment or chartfield values that appear in the drop-down list from the source system. This is especially helpful when creating “Explicit” mappings.