Defining the Import Format

Use the Import Format summary section to view, add, and delete import format summary information.

Viewing Import Format Information

Table 12. Import Format View Options and Descriptions

View OptionDescription
Image shows View drop-down.Customizes views. Options include:

  • Columns-Select the columns to display in the data grid including:

    • Show All

    • Name

    • Source System

    • Accounting Entity

    • Source Adapter

    • Target Application

  • Reorder Columns-Use to change the order of the columns. When you select this option, the Reorder Columns screen is displayed. You can select a column, and then use the scroll buttons on the right to change the column order.

  • Detach/Attach-Detaches columns from the data grid. Detached columns are displayed in their own window. To return to the default view, select View, and then click Attach or click Close.

  • Query by Example-Use to toggle the filter row. You can use the filter row to enter text to filter the rows that are displayed for a specific column. To clear a filter, remove the text to filter by in the text box, and then the press [Enter] key. All text that you enter is case sensitive.

Adding Import Formats

Different kinds of import formats can be added based on the source type:

  • Source Type—Enterprise Resource Planning (ERP)

    Available sources:

    • Source ERP

    • Open Interface Adapter

    • File

  • Source Type—EPM

    • Source EPM for Data Synchronization—If you select EPM, then you are presented with the list of registered EPM applications in the Source field. Using a source of EPM lets you target another EPM application, or enables you to write back to a registered Enterprise Resource Planning (ERP) system that has an available interface table. The standard data load to write back is only supported for E-Business Suite and Peoplesoft.

    • Source EPM for data load to write back to the Enterprise Resource Planning (ERP) system

When adding import formats, note that specific import format detail fields are available or unavailable based on the source type.

Note:

For the Enterprise Resource Planning (ERP) source type you can select an Enterprise Resource Planning (ERP) source or a file. If the Enterprise Resource Planning (ERP) source is E-Business Suite or Peoplesoft, you can select an accounting entity.

  To add an import format for an Enterprise Resource Planning (ERP) source:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In the Import Format summary task bar, select Add.

    In the upper grid of the Import Formats screen, a row is added.

  3. In Name, enter a user-defined identifier for the import format.

    You cannot modify value in this field after a mapping is created for this import format.

  4. In Source Type, select ERP, and then select the ERP type as the source in the Source field.

    For example, you can select Fusion Financials, E-Business Suite, or PeopleSoft.

  5. In Target Type, select EPM, and then select any EPM application as a target.

  6. Optional: In Concatenation Character, specify the character to use for concatenating two segments when multiple segments are specified for sources.

    Set the concatenation member by specifying the concatenation character.

    For non-ARM data loads and metadata loads, the underscore character “_” is used to concatenate two segments. For ARM data loads, you cannot use an underscore character with a mapping that uses the “Like” method. Therefore, for ARM mappings, specify a different concatenation character for the data load mapping details.

  7. In Description, enter a description of the import format.

  8. In Accounting Entity, select the accounting entity.

    For Fusion and E-Business Suite source systems, the accounting entity is the ledger. For PeopleSoft source systems, the accounting entity is the business unit.

  9. In Source Adapter, select the source adapter name.

  10. Define the import mappings from source to target.

    See Defining the Import Format Mappings.

    For information on one-to-one mappings and many-to-one mappings, see Defining Import Format Mappings.

  To add an import format for an EPM source:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In the Import Format summary task bar, click Add.

    In the upper grid of the Import Formats screen, a row is added.

  3. In Name, enter a user-defined identifier for the import format.

    You cannot modify value in this field after a mapping is created for this import format.

  4. In Source Type, select EPM, and then select the EPM type as the source in the Source field.

  5. In Target Type, select EPM or ERP, and then select the target application.

    If you select an ERP target application, select the chart of accounts in the Chart of Accounts field.

  6. Optional: In Concatenation Character, specify the character to use for concatenating two segments when multiple segments are specified for sources.

    Set the concatenation member by specifying the concatenation character.

    For non-ARM data loads and metadata loads, the underscore character “_” is used to concatenate two segments. For ARM data loads, you cannot use an underscore character with a mapping that uses the “Like” method. Therefore, for ARM mappings, specify a different concatenation character for the data load mapping details.

  7. In Description, enter a description of the import format.

  8. In Accounting Entity, select the accounting entity.

    For Fusion and E-Business Suite source systems, the accounting entity is the ledger. For PeopleSoft source systems, the accounting entity is the business unit.

  9. Define the import mappings from source to target.

    See Defining the Import Format Mappings.

    For information on one-to-one mappings and many-to-one mappings, see Defining Import Format Mappings.

  To add an import format for a source adapter (open interface adapter):

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. On the Import Format summary task bar, click Add.

    In the upper grid of the Import Formats screen, a row is added.

  3. In Name, enter a user defined identifier for the import format.

    You cannot modify the value in this field after mapping is created for this import format.

    Note:

    Do use non-ASCII characters in an import format name when the import source is an adapter.

  4. In the Description, enter a description of the import format.

  5. In Source Type, select EPM and then select the source for the source adapter.

  6. In Source Adapter, select the source adapter name.

  7. In Target Type, select EPM and select any EPM application as a target.

  8. In Drill URL, enter the URL that identifies the URL to use for drilling through when using this import format.

  9. Define the import mappings from source to target. See Defining the Import Format Mappings.

    For information on one-to-one mappings and many-to-one mappings, see Defining Import Format Mappings.

  To add an import format for a file-based data load system:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In the Import Format summary task bar, select Add.

    In the upper grid of the Import Formats screen, a row is added.

  3. In Name, enter a user-defined identifier for the import format.

    You cannot modify the value in this field after a mapping has been created for this import format.

  4. In Description, enter a description of the import format.

  5. In Source Type, select ERP, and then select File for the source.

  6. From File Type, select the format of the file.

    • Fixed

    • Delimited—Individual data values use delimiters, such as quotation marks or commas, to separate two names of data,

    • Multiperiod—Delimited text or Excel files that can contain multiple periods.

  7. If the file type is delimited, in the File Delimiter field, select a type of delimiter.

    Available delimiter symbols:

    • comma (,)

    • exclamation (!)

    • semicolon (;)

    • colon (:)

    • pipe (|)

    • tab (~)

  8. In Target Type, select EPM and select any EPM application as a target.

  9. In Drill URL, enter the URL used for the drill-through.

    To display the Drill URL editor, click Image shows Edit button

    The Drill URL consists of the following values:

    • URL Name

    • URL Prompt

    • URL—Enter the URL without the server and port information. The URL must contain the parameter name and column name from the TDATASEG table enclosed in the symbol $.

    Enter the URL without the server and port information. The URL must contain the parameter name and column name from the TDATASEG table enclosed in the symbol $..

    For example, enter: LEDGER_ID=$ATTR1$&GL_PERIOD=$ATTR2$

    In the above example the value of ATTR1 is passed as a value for the LEDGER_ID parameter, and ATTR2 is passed as a value for the GL_PERIOD parameter. Note that parameters are separated by the & character.

    In some cases, the you may want to refer to the column name in the FDMEE staging table based on the source mapping that is defined in the import format. When this is the case, you specify the source column name as the parameter for the URL, and this instructs the system to translate the source column name to the related column in TDATASEG when the URL is parsed. To specify a source column from the import format as the value for a parameter in the URL, enclose the value with $$ on each side

    For example, enter COMPANY_CODE=$$RBUKRS$

    In the above example, the value for COMPANY_CODE parameter is determined using the import format. If RBUKRS is mapped to the ENTITY dimension, then the value of the ENTITY column is passed as the parameter.

    To specify the request-response between a client and server for the drill URL format, type either:

    • GET—Form data is encoded into the URL. For example, specify GET@http://www.oracle.com/.. If no method is specified, then GET is the assumed request-response.

    • POST—Form data is displayed in the message body. For example, specify POST@http://www.oracle.com/.

    Note:

    A JavaScript specification can also be used for the drill-through. See Adding Drill Through using JavaScript.

  10. Click Save.

    To define import formats for file-based mappings, see Defining Import Formats for file-based Mappings.

Deleting an Import Format

  To delete an import format:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In Import Format, from the Import Format summary grid, select the import format, and then click Delete.

  3. In Delete Import Format, click OK.

Querying by Example

You can filter the import formats in the Import Format summary section using the Query by Example feature. To filter by Import Format Name, ensure that the filter row is displayed above the column headers.

  To query by example:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In Import Format, on the Import Format task bar, select Query by Example button.

    A blank row is displayed above the column headers.

  3. Enter text to filter the rows that display.