Defining the Import Format

  To add an import format for an accounting entity:

1. Select the Setup tab, and then 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 the Source System, select an accounting entity source system type.

5. 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.

6. In Target Application, select the target application.

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

8. Define the import mappings from the source system.

   See Defining the Data Load Mappings.

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

9. Define the import mappings from the EPM application.

  To add an import format for a source adapter:

1. Select the Setup tab, and then under Integration Setup, select Import Format.

2. On 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 once mapping has been created for this import format.

4. In Source System, select the source adapter.

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

6. In Target Application, select the target application.

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

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

9. Define the import mappings from the source system. See Defining the Data Load Mappings.

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

10. Define the import mappings from the EPM application.

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

1. Select the Setup tab, and then 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 once mapping has been created for this import format.

4. From the Source System drop-down, select File.

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

   • Fixed

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

   • Multi-period—Delimited text or Excel files that can contain multiple periods.

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

   Available delimiter symbols:

   • , (comma)

   • ! (exclamation)

   • ; (semi-colon)

   • : (colon)

   • | (pipe)

   • tab

7. In Target Application, select the target application.

8. In Drill URL, enter the URL used for the drill through.

   To display the Drill URL editor, click

   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/.

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

10. Click Save.

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

  To delete an import format:

1. Select the Setup tab, and then 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.

  To query by example:

1. Select the Setup tab, and then under Integration Setup, select Import Format.

2. In Import Format, on the Import Format task bar, select .

   A blank row is displayed above the column headers.

3. Enter text to filter the rows that display.