Loading Periods As a Column from the Data File

“Period” dimensions are supported as columns in a data file. If you have data for multiple periods in a single file, then you can include the year and period on each row of the data file that gets loaded to the target application.

You load a period as a column from a data file by defining the load definition through the import format, and the data load rule.

To include a period as a column from the data file:

  1. On the Setup tab, under Integration Setup, select Import Format.
  2. In the Import Format summary task bar, select the Oracle Financial Consolidation and Close Cloud consolidation application or file.

    Typically this is a single file with multiple periods, such as Year and Period.

  3. From the Import Format Detail Mapping grid, select the source column and click Add.

    Image shows the Add options drop down on the Import Format screen

  4. Select the period rows to include:
    1. To map to a "Year" row, click Source Period Row, and then select Year to map to the Year dimension in the target application.
    2. In Source Column, select the dimension to map to the Year row.
    3. In Field Number, enter the field number from the file to import (defaults to the field number from the file when text is selected.)
    4. In Expression, specify the expression to apply to the Year row.
    5. To map to a period row, click Add, select Source Period Row, and then select Period.
    6. In Field Number, enter the field number from the file to import (defaults to the field number from the file when text is selected.)
    7. In Expression, specify the expression to apply to the Period row.
    8. To map to a period number row, click Add, select Source Period Row, and then select Period Number.
    9. In Field Number, enter the Field number from the file to import (defaults to the field number from the file when text is selected.)
    10. In Expression, specify the expression to apply to the Period Number row.
  5. Click Save.

  6. Specify the parameters of the data load rule, and then execute it.

    See Defining Data Load Rules to Extract Data.