Data Load Settings

To use loaded source system data such as effective-dated data at the period level, ensure that the Budget Item dimension is defined as a data load dimension.

  To verify data load settings:

  1. Log on to Planning as an administrator, select Administration, and then Data Load Settings.

  2. From Data Load Dimension, select Budget Item.

  3. From Driver Dimension, click Select Members icon and select Account.

  4. Adjacent to Driver Dimension, click Select Members icon and select:

    • Descendants (Human Capital Planning Accounts)

    • Descendants (Segment Descriptions)

    • Descendants (Segment Information)

  5. Click Add Row three times so you can define driver identifiers for allocation assignments, element changes, and FTE and status assignments.

  6. In Advanced Settings, click Select Members icon, and then select the following:

    Table 1. Advanced Data load Settings for Budget Item

    Data Load Dimension Parent MembersDriver Dimension Unique Identifier
    Allocation Assignments

    • Allocation Start Date

    • Percentage Allocation

    Element Changes

    • Grade Step

    • Salary Grade Sequences

    • Option Start Date

    FTE and Status Assignments

    FTE Start Date

  7. Click Save.

For more information about defining data load settings, see “Enabling Data Load of Essbase Data” in the Planning Administrator's Guide.