Creating Import Configurations

Data can be imported only if all of the following elements are available:

To streamline importing, consider creating separate configurations for different sets of information. By using smaller import groups, you can reduce import times, and avoid repetitive updates of static information. For example, you might group model elements for an import configuration, as follows:

After a configuration is created, run the configuration to import data into the application.

  To create import configurations:

  1. Select a database to be used as the source for the import.

    You can use an existing database that has been formatted for the import, or create a new, blank database.

    There are no naming restrictions for the database.

    Caution!

    Oracle recommends that, before importing data or artifacts, you create a backup directory of your databases in EPM Workspace and Essbase. Contact your administrator for assistance.

  2. Run the create_staging.sql script against the source database to automatically create the staging tables. The tables are generated using the schema provided in Import Staging Tables.

  3. Load the model data into the source staging tables.

  4. Review the entries in the staging tables for obvious issues, and remove null rows from the source database.

  5. Verify that the source database is accessible.

  6. In EPM Workspace, select Navigate, then Applications, then Profitability, and then the model name to access the Profitability and Cost Management model.

  7. From Task Areas, select Manage Model, then Import Staging Tables.

    The Import screen displays existing import configurations, and is used to create, modify and delete import configurations.

  8. From Import, click the Add new import configuration button Add Button to create a new import configuration.

    Step 1 of the Import Data dialog box is displayed.

  9. Under Data Source Details, enter the access details for the server on which the source staging tables reside:

    • From Database Type, select the type of database being used for the source database.

    • Under Host, enter the path to the location of the source database that contains the source staging tables.

    • Under Port, enter the name of the port associated with the source database.

    • Under Database Name, enter the name of the source database.

  10. Under Credentials, enter the User Name and Password for the authorized user of the source database, if required.

  11. Click Next.

    Step 2 of the Import Data dialog box is displayed.

  12. Under Configuration, select the Target Application.

    The target application is the Profitability and Cost Management application into which the data is being imported.

  13. Under Staging Tables Details, select one or more staging tables to be imported.

    The name of existing staging table is listed under Table Name, and the type of data in each staging table is shown under Table Type.

  14. Click Next.

    Step 3 of the Import Data dialog box is displayed.

  15. Under Configuration Summary, enter a Configuration Name to store this import configuration.

    The database name associated with this configuration is displayed below the configuration name. The configuration name cannot contain more than 80 characters.

  16. Click Finish.

    The import configuration is added to the Import Configurations List, and can be reused to import the same set of data many times.

  17. Optional: From the Import Configurations List, select the import configuration, and click the Run import configuration button Run Button to run the import configuration. See Running Import Configurations .