Downloading to Excel

You can select an Oracle Hyperion Financial Data Quality Management, Enterprise Edition entity and download (export) the data from the corresponding table to an Excel spreadsheet.

When downloading to Excel, note that the format of the Excel file must include:

• table name

• Column names in the second row

• Data from the table

The following example shows how a Period entity is mapped in Excel:

To download data to an Excel spreadsheet:

1. On the Setup tab, under Integration Setup, select Excel Interface.
2. From Excel Interface, then Download to Excel, and then from Entity Type, select the FDMEE entity from which to download data.

   Available entity types:

   • Application Category Mapping

   • Application Period Mapping

   • Batch Definition

   • Batch Groups

   • Batch Jobs

   • Category Mapping

   • Check Entity Group

   • Check Entity Item

   • Check Entity Detail

   • Check Entity Header

   • Data Rule

   • Data Rule Parameters

   • Import Format Detail-Adapter

   • Import Format Detail-ERP

   • Import Format Detail-File

   • Import Format Header

   • Location

   • Logic Group Detail

   • Logic Group Header

   • Period Mapping

   • Source Period Mapping

   • User Setting

   • Other (prompts for table name)

3. Optional: If you selected an Other entity type, enter the name of the table in the Table Name field.
4. In File, enter the name of the Excel file to which to download the data.

   You can also download a file by clicking Select, navigating to the file on the Select screen, entering the new file name, and then clicking Download.

5. Click Download.

   When the Excel spreadsheet is uploaded, the names of the tables and columns that have been downloaded are shown, and the message: "File imported successfully" is displayed.

   
   
   
6. Optional: To open the downloaded Excel file, next to the File name field, click Select.

   From the Select screen, choose the Excel spreadsheet and click Download.

   Save or open the Excel spreadsheet.