Setting Up Datamaps

This topic provides an overview of datamaps and discusses how to:

Define datamaps.
View datamap fields.
View or add constraints for a datamap.
Use the DataMap Wizard to create datamaps.

Pages Used to Set Up Datamaps

Page Name	Definition Name	Navigation	Usage
General Properties	PF_DATAMAP_DEFN	select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select DataMap, then select General Properties	Define datamaps.
DataMap Fields	PF_DATAMAP_DEFN2	Click DataMap Fields on the General Properties page.	View DataMap fields.
Constraints	PF_DMAP_CONSTRNTS	EPM Foundation, Foundation Metadata, Metadata Creation and Editing, DataMap, Constraints	View or add constraints for a specific datamap.
Datamap Wizard	PF_DATAMAP_WIZ, PF_DATAMAP_SUM	EPM Foundation, Foundation Metadata, Metadata Wizards, Datamap Wizard	Simplify datamap setup using the Datamap Wizard.

Understanding Datamaps

A datamap is the third level of metadata that builds upon the information that you captured in the tablemap and enables you to define a logical view of the physical EPM tables. Datamaps bring together information from the different tables that can be specified in a tablemap and defines it as if it were one entity or table. Not every column of every table that is defined in a tablemap is necessary; datamaps enable you to select only those columns that you want to use

You can group fields that are related to common processes so that processing can be done on one data set. In addition, datamaps enable you to give columns more intuitive, meaningful names, making data retrieval and review easier for business users.

Warning! If you plan at the leaf level instead of the node level for a dimension, you must remove the row that contains this dimension. When you set up your data set that uses this dimension, you must select to group by dimension ID and not dimension node.

Understanding Datamap Setup

PeopleSoft provides you with the option of setting up datamaps using the DataMap Wizard, which is intended to simplify the datamap creation process. You can still use the Record Metadata, TableMap, and DataMap components to manually set up datamaps.

See Setting Up Record Metadata, Setting Up Tablemaps.

General Properties Page

Use the General Properties page (PF_DATAMAP_DEFN) to define datamaps.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select DataMap, then select General Properties

Image: DataMap - General Properties page

This example illustrates the fields and controls on the DataMap - General Properties page. You can find definitions for the fields and controls later on this page.

TableMap Code

Select a tablemap code. The code selected here limits the records that you can include in your datamap to the ones that are defined in the tablemap. When you add or change this value, the page automatically inserts each field from the tablemap's primary table into the grid. Generally, you include all fields from the primary table and add only a few from the reference tables. You can add or remove rows from the grid below. If your tablemap is a target table, you cannot insert or delete rows.

View/Edit TableMap

Click to access the TableMap page and view the tablemap associated with the selected datamap.

Target

This check box is controlled by the tablemap that the datamap is based on. If the tablemap that you select is a target, the check box is selected.

DataMap Fields

Click to access the DataMap - DataMap Fields page and view or edit the fields that are associated with this datamap.

When you have completed your datamap setup, click the Compile button to generate the SQL objects. You must also build your SQL anytime you make changes to the datamap, such as when you delete or add a key field.

Note: If you need to recompile a datamap, you must also recompile any tablemaps or other metadata objects that are associated with the datamap.

DataMap Fields Page

Use the DataMap Fields page (PF_DATAMAP_DEFN2) to view DataMap fields.

Navigation

Click DataMap Fields on the General Properties page.

Image: DataMap Fields page

This example illustrates the fields and controls on the DataMap Fields page. You can find definitions for the fields and controls later on this page.

Expr (expression)

To create a virtual column, add a new blank row, select the Expr check box, and click the Expression button. This accesses the Expressions page.

After you have defined and saved your expression, all the changes made to the DataMap page are also saved. You cannot change an existing row into an expression.

See Setting Up Expressions.

Record

Contains a list of all the records that are defined in the tablemap on which this datamap is based.

Field Name

Lists all the possible fields for the selected record. When you add or change a field, the description is automatically populated with the column field name that you select. You may then edit the description to be anything you want under 30 characters long.

Description

Change the name of a field to enable you to create more intuitive names that provide more meaning than the original column name when creating your datamap. The names that you select here will show up on reports and are used in filters, constraints, and by the Data Manager.

Type

Select Attribute, Dimension, or Measure. The system's default is Attribute.

The type field is important when you are defining datamaps for the Data Manager to verify rule definitions.

Note: The types mentioned here are different from the types that are used by PeopleSoft EPM metadata and OLAP objects.

Key Value

Required for fields from child tables. Enables you to define more than one column from a single column based on different values in the lookup table code on the child table.

Lookup Table

This field is available for character fields and is used when you are defining filters to limit the field to valid values that are contained in the Lookup table.

Field Type

Displays the field type that is associated with the field. Its value is based on the field type that is defined in PSDBFIELD. Number fields consist of the following types: 1 (Basis Points), 2 (Rate), 3 (Amount), and 5 (Number). These types represent ways in which the field will be summed.

Constraints Page

Use the Constraints page (PF_DMAP_CONSTRNTS) to view or add constraints for a specific datamap.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select DataMap, then select Constraints

Image: DataMap - Constraints page

This example illustrates the fields and controls on the DataMap - Constraints page.

You can use this page to view constraints associated with a datamap. You can also add new constraints to the datamap.

Datamap Wizard Page

Use the Datamap Wizard page (PF_DATAMAP_WIZ, PF_DATAMAP_SUM) to simplify datamap setup using the Datamap Wizard.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Metadata Wizards, then select Datamap, then select Wizard

DataMap Wizard - Record Metadata (Step 1 of 6)

The first view of the DataMap Wizard enables you to define Record metadata for your DataMap.

Image: Datamap Wizard - Record Metadata input

This example illustrates the fields and controls on the Datamap Wizard - Record Metadata input. You can find definitions for the fields and controls later on this page.

Click to advance to the next step of the DataMap Wizard and confirm your record metadata selection.

Record Metadata

Select the record metadata (primary table) to associate with the tablemap (which is used as the basis for your datamap)

Generally, a primary table will be a fact table.

Only tables that have been defined in record metadata appear as valid values.

Create Record

Click to access the Record Metadata page and create a new primary table to associate with the tablemap.

Note: Once you select record metadata for the wizard, a new link appears that can access the Record Metadata page for that specific record. The link name is determined by the description provided on the Record Metadata page.

In the example above the link is named Demo Source because that is the description given for the PF_AL_SRC record on the Record Metadata page.

DataMap Wizard - TableMap Metadata (Step 2 of 6)

The second view of the DataMap Wizard enables you to define TableMap metadata for your DataMap.

Image: Datamap Wizard - TableMap Metadata input

This example illustrates the fields and controls on the Datamap Wizard - TableMap Metadata input. You can find definitions for the fields and controls later on this page.

Click to return to the previous step of the DataMap Wizard.

Click to advance to the next step of the DataMap Wizard and confirm your tablemap selection.

TableMap

Select a tablemap to associate with the datamap.

Create TableMap

Click to access the TableMap page and create a new tablemap to associate with the datamap.

Once you select a tablemap for the wizard, a new link appears that can access the TableMap page for that specific tablemap. The link name is determined by the description provided on the TableMap page.

Note that as you progress through the DataMap Wizard steps, the previous section becomes unavailable for input. You can click Previous at any time to return to the previous step.

DataMap Wizard - DataMap Metadata (Step 3 of 6)

The third view of the DataMap Wizard enables you to define your DataMap.

Image: Datamap Wizard - DataMap Metadata input

This example illustrates the fields and controls on the Datamap Wizard - DataMap Metadata input. You can find definitions for the fields and controls later on this page.

Click to return to the previous step of the DataMap Wizard.

Click to advance to the next step of the DataMap Wizard and confirm your datamap selection.

DataMap

Select a datamap.

Create DataMap

Click to access the DataMap page and create a new datamap.

Once you select a datamap for the wizard, a new link appears that can access the DataMap page for that specific datamap. The link name is determined by the description provided on the DataMap page.

Note that as you progress through the DataMap Wizard steps, the previous section becomes unavailable for input. You can click Previous at any time to return to the previous step.

DataMap Wizard - Filter Metadata (Step 4 of 6)

The fourth view of the DataMap Wizard enables you to define filter metadata for your DataMap.

Image: Datamap Wizard - Filter Metadata input

This example illustrates the fields and controls on the Datamap Wizard - Filter Metadata input. You can find definitions for the fields and controls later on this page.

Click to return to the previous step of the DataMap Wizard.

Click to advance to the next step of the DataMap Wizard and confirm your filter selection.

Filter

Select a filter to associate with the datamap.

Create Filter

Click to access the Filter page and create a new filter.

Once you select a filter for the wizard, a new link appears that can access the Filter page for that specific filter. The link name is determined by the description provided on the Filter page.

Note that as you progress through the DataMap Wizard steps, the previous section becomes unavailable for input. You can click Previous at any time to return to the previous step.

DataMap Wizard - Constraint Metadata (Step 5 of 6)

The fifth view of the DataMap Wizard enables you to define constraint metadata for your DataMap.

Image: Datamap Wizard - Constraint Metadata input

This example illustrates the fields and controls on the Datamap Wizard - Constraint Metadata input. You can find definitions for the fields and controls later on this page.

Click to return to the previous step of the DataMap Wizard.

Click to advance to the next step of the DataMap Wizard and confirm your constraint selection.

Constraint

Select a constraint to associate with the datamap.

Create Constraint

Click to access the Constraint page and create a new constraint.

Once you select a constraint for the wizard, a new link appears that can access the Constraint page for that specific constraint. The link name is determined by the description provided on the Constraint page.

Note that as you progress through the DataMap Wizard steps, the previous section becomes unavailable for input. You can click Previous at any time to return to the previous step.

DataMap Wizard - DataMap Summary (Step 6 of 6)

The sixth and final view of the DataMap Wizard provides you with a summary of all the metadata defined for your DataMap.

Image: Datamap Wizard - DataMap summary

This example illustrates the fields and controls on the Datamap Wizard - DataMap summary.

You can click on the links to the right of each metadata object to return to their main criteria pages and make adjustments to the rules.

You can also click Previous to return to the previous DataMap Wizard steps.