The following procedure provides step-by-step information on defining mapping tables in the Data Synchronizer, including selecting the source and destination applications.
Before you create a mapping table, you must create at least one application.
To create mapping tables in the Data Synchronizer:
-
Select File, New, Mapping Table.
The Mapping Table Designer is displayed.
-
Click
to select a source application.The Source Application dialog box is displayed.
-
Select a Source Application. If the application is a Planning application, select the Plan Type. Then, click OK.
-
Select a Destination Application. If the application is a Planning application, select the Plan Type. Then, click OK.
The dimensions change depending on the plan type.
-
Choose the Source and Destination Dimensions, and click Next.
-
-
For the source, double-click a cell, and enter a rule. Use the syntax described in Table 18, Source Dimension Rule Syntax. (You can also select a cell and select Pick Member, then in the Pick Member dialog box, select a member, and click OK.)
-
For the destination, double-click a cell and enter a rule. Use the syntax described in Table 19, Destination Dimension Rule Syntax. (You can also select a cell and select Pick Member, then in the Pick Member dialog box, select a member, and click OK.)
If you select Pick Member, the member selector enables you to view and select members within a dimension. You can expand and collapse members within a dimension using the [+] and [-].
If you cannot find a member, you can search for members in the member selector. See Searching for Members Using the Member Selector.
-
-
If necessary, modify the mapping:
-
To insert a row at the end of the table, click Add.
-
To copy a row, select a row, and click Duplicate.
Duplicate rows are inserted at the end of the table.
-
To delete a row, select multiple rows, and click Remove.
-
To move rows up or down in the table, select the rows, and click Move Up or Move Down.
The rules are processed in order. When a match occurs, the rule is applied to the member and processing completes (no other rules are applied to that member). In some cases, members may match multiple rules so you can control the order of the rules.
-
To edit a cell, double-click the cell or press [F2].
Tip:
You can navigate the table using the [Tab] key.
-
-
Click Next to validate the mapping tables.
The Validate Mappings screen contains a table with mapping rules in each row. Only rule syntax, not member information is validated. Each rule is marked as passed or failed.
-
Tip:
You can click View All to view all rules or View Exceptions Only to view only rules that do not pass validation.
-
If a rule did not pass validation, click Back to return to the Map Data page, fix the errors, and click Next to re-validate.
-
The Mapping Properties screen is displayed, enabling you to provide a name and description for the mapping table. It is helpful to provide a prefix, such as MAP_.
-
Enter a name and description, and click Finish.
You can view all defined mapping tables in the Data Synchronizer. See Working with the Data Synchronizer.