Defining Source Parameters for Planning and Essbase

In data synchronization, when Oracle Hyperion Planning and Oracle Essbase are the source systems, you can specify additional source parameters.

Note:

Financial Consolidation and Close note that Account dimension cannot be concatenated with other dimensions as part of the import.

To define source options:

1. On the Workflow tab, under Data Load, select Data Load Rule.
2. In Data Load Rule, select a data load rule for a Planning and Essbase source, and then click Add.
3. Select the Source Parameters tab.
4. (Planning only): In Data Extract Option, select the type of member data to extract.

   Members can be extracted depending on how they have been flagged for calculation. For a member flagged as "stored," calculated data values are stored with the member in the database after calculation. For a member tagged as "dynamic calc," the member's data values are calculated upon retrieval.

   Note:

   The former name of Data Extract option was "Extract Dynamic Calculated Data. "

   Available options:

   • All Data—Extracts stored values and dynamically calculated values for both the Dense and Spare dimension.

     The All Data option is always shown, but only work in the following cases:

     • ASO Reporting applications
     • Planning and Planning modules with Hybrid enabled

   • Stored and Dynamic Calculated Data—Extracts stored dynamic calculated values for the Dense dimension only and not Spare dimensions.

   • Stored Data Only—Extracts stored data only. Dynamically calculated values are excluded in this type of extract.

   Note:

   If you set the Extract Dynamic Calculated Data option on the Data Load Rule screen to "Yes," and a leaf level member’s (Level 0) Data Storage is set to "Dynamic," then the data is not picked up by the extraction process. To pick up the data, set the member’s Data Storage to something besides "Dynamic," to include the value in the selection from the source application.
5. In Data Precision, specify the number of decimal places displayed in numbers to be exported.

   Data precision refers to numeric data with the emphasis on precision (accuracy). Depending on the size of a data value and number of decimal positions, some numeric fields may be written in exponential format; for example, 678123e+008. You might consider using data precision when data ranges from very large to very small values. The output files typically are smaller and data values are more accurate.

   The default value for this option is sixteen.

6. In Data Number of Decimal, specify the maximum number of decimal positions to be exported.

   Specify a value between 0 and 16. If no value is provided, the number of decimal positions of the data to be exported is used, up to 16 positions, or a value determined by Data Precision option if that value is specified.

   This parameter is used with an emphasis on legibility; output data is in straight text format. Regardless of the number of decimal positions in the data, the specified number is output. Note that it is possible the data can lose accuracy, particularly if the data ranges are from very large values to very small values, above and below the decimal point.

   By default, sixteen positions for numeric data are supported, including decimal positions. If both the Data Precision and the Data Number of Decimal options are specified, the Data Precision option is ignored.

7. Click Save.