Defining Import Formats for Data Synchronization Between EPM Applications

The import format determines which fields (columns) to store and push between the source EPM System application dimension and the EPM System target application dimensions.

  To add an import format for data synchronization between EPM applications:

  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.

    The value in this field cannot be modified after a mapping is created for this import format.

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

  5. In Source Type, select the EPM source system.

    Depending on your selection in this field, the Source fields shows only registered Enterprise Resource Planning (ERP) sources and file for an ERP source type; or registered EPM applications (for example Financial Management or Planning, for an EPM source type.

  6. In Target Type, select the target system.

  7. In Source, select the source application.

    For an EPM source system, select the EPM source application or file from which to move data.

    For an Enterprise Resource Planning (ERP) source system, select the ERP source application (for example E-Business Suite, Peoplesoft Financials, Fusion) from which to move data.

  8. In Target, select the target application.

    For an EPM target system, select the EPM target application to which to move data.

    For an Enterprise Resource Planning (ERP) target system, select the ERP target application to which to move data.

    When you use an E-Business Suite and Fusion target system, you must enter the Chart of Accounts. The Accounting Entity is captured at the Location or Data Rule level.

  9. From Drill URL, specify the drill information.

    See Adding Drill Through URLs.

  10. Define the import mappings from the EPM or Enterprise Resource Planning (ERP) application.

  To add an import mapping for an EPM source application to an EPM target application.

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

  2. In Import Format, from the Import Format summary grid, select an EPM source application.

  3. In the Import Format Detail grid, and then in Source Column, select the dimension to map.

  4. Optional: Add other dimensions as needed by selecting a dimension type from the Add drop-down.

    Available options:

    • Currency Row

    • Attribute Row

    • Description Row

    • Dimension Row

  5. In the Expression field, enter an expression or import script to the import format.

    When entering a constant, you must still enter a starting position and length. Use a start position of “1 ” and a length of “1.”

    The Field Number and Number of Fields columns both default to “1.”

    See Adding Import Expressions.

  6. Click Save.