Creating Mapping Definitions

You define mapping definitions to specify which Oracle Hyperion Public Sector Planning and Budgeting accounts to load with the extracted human resource data. For each dimension in the point of view, you must select a member, and then map the column in the source system to an Oracle Hyperion Planning account.

To create mapping definitions:

  1. In the Rule Line area, click Add \ Edit Mappings button. to add a rule line mapping.

    The Rule Line Mapping page is displayed.

  2. In the Rule Line Point of View area, enter or click Search button. to search for a member and map the members for dimensions in the point of view (POV).

    You must enter a member for:

    • Budget Item—For Budget Item dimensions, you may want Oracle Hyperion Financial Data Quality Management, Enterprise Edition to automatically create the budget item values. This option is available only for the Unspecified Budget Member. You must select a parent member if you plan to select the optional Auto create flag setting.

      Note:

      The parent member that you select must match what you selected in the Planning Data Load Settings window. See Defining the Data Load Settings in Planning.

    • Year

    • Period

    Selecting a member for all other dimensions is optional. If you do not select a member for a dimension, FDMEE loads the values as-is from the source system.

  3. In the Rule Line Mapping area, define the source column to account mappings. To add a mapping, click Add button. .
  4. Enter or click Search button to select the Source Column.

    You select the source column in the PeopleSoft Human Capital Management table that contains the human resource data to load. For example, if you are creating a rule line mapping for Salary Grade, select the source column “Grade” in the PeopleSoft human resource table. The source columns are specific to the POV Type that you selected when you created the rule line definition.

  5. Enter or click Search button to select the Account.

    You select the Public Sector Planning and Budgeting account into which to load the extracted human resource data. For example, to load employee names and IDs, select Employee Name and Employee Number. For a list of all tables and columns, see Staging Tables.

    The Data Type and Smart List Name fields are automatically populated based on the Account you selected.

    Note:

    Several Smart Lists in Public Sector Planning and Budgeting applications are paired (for example, Account Segment and Account Segment Description). When you map from the source system to a paired Smart List, map one of the paired Smart List members (for example, Account Segment, but not Account Segment Description).

  6. Click Save.
  7. Click Back to return to the HR Data Load page.
  8. Next, run the data load rule. See Editing Human Resource Data Load Rules.