Member mappings are used to derive the target members for each dimension based on source value. Member mappings are referenced during the data load, enabling FDMEE to determine how to dimensionalize the data that is loaded to the target application. They define relationships between source dimension members and target dimension members within a single dimension. You must create a member mapping for each target dimension.
There are five types of member mappings:
Explicit—The source value is matched exactly and replaced with the target value.
Between—The range of source values is replaced with one target value.
In—Enables a list of nonsequential source accounts to be mapped to one target account.
Multi-Dimension—Target value is assigned for a combination of source segment/chartfields.
Like—The string in the source value is matched and replaced with the target value.
The following table is an example of a member mapping, where three segment members, Cash-101, 102, and 103 map to one EPM member, Cash.
| Segment / Chartfield Member | EPM Member |
|---|---|
| Cash-101 | Cash |
| Cash-102 | Cash |
| Cash-103 | Cash |
| Expense-1 | Expense |
| Expense-2 | Expense |
You can use special characters for the source and target values. See Using Special Characters in the Source Value Expression for Like Mappings and Using Special Characters in the Target Value Expression.
To define member mappings:
Select Workflow, and then under Data Load, select Data Load Mapping.
Choose the type of mapping by selecting either the Explicit tab, Between tab, Multi-Dimension, or Like tab.
Note:
If you have defined a metadata mapping for the dimension, FDMEE automatically creates a “Like” member mapping. If you entered a member prefix, the same member prefix is automatically entered as the target value in the member mapping. “DEFAULT” displays in the rule name and description field for system-generated mappings. When data is extracted, user-defined mappings are extracted first, and then system generated mappings.
Type options:
Explicit—The source value is matched exactly and replaced with the target value. For example, the source value, “ABC,” is replaced with the target value, “123.” See Creating Mappings Using the Explicit Method.
Between—The range of source values are replaced with one target value. For example, a range from “001” to “010” is replaced as one value: “999.” See Creating Mappings Using the Between Method.
In—In mappings enable a list of nonsequential source accounts to be mapped to one target account. In this case, multiple accounts are mapped to one account within one rule, eliminating the need to create multiple rules (as is required for an Explicit map). For example, you could have source accounts 1503, 1510, and 1515 map to the target account 15000010.
Multi-Dimension—For the specified combination of multiple segment / chartfield values a target value is assigned See Creating Mappings Using Multi-Dimensions.
For example in the case where Source value Entity-001,002 Department-ABC, XYZ Account-1222, 1333, for this source value combination, the target value assigned for Account Dimension is 1200.
Like—The string in the source value is matched and replaced with the target value. For example, the source value, “Department” is replaced with the target value, “Cost CenterA.” See Creating Mappings Using the Like Method.
When processing the source values for transformations, multiple mappings may be applicable to a specific source value. The order of precedence is Explicit, Between, In, Multi-Dimension, and Like. Within Between and Like types, mappings can overlap.
The rule name determines precedence within a mapping type. Rules are processed in alphabetical order of the rule name within a mapping type. Numbers may also be used to help with ordering. For example it is a good practice when using numbers to number by 10’s or 100’s to easily insert new rules between existing rules. For example, when rules are numbered 10,20,30, you may need to add a rule between 20 and 30 and may do so by creating a new rule that starts with 25, without need to rename the other rules.
Tip:
You can click Refresh Values to refresh the list of segment or chartfield values that appear in the drop-down list from the source system. This is especially helpful when creating “Explicit” mappings.