1. Administrator's Guide
  2. Integrating Data
  3. Data Load, Synchronization and Write Back
  4. Synchronizing and Writing Back Data
  5. Write-Back
  6. Defining the Source Filter Option

Defining the Source Filter Option

You can define source filter options to specify the subset of budget data to extract from your Oracle Hyperion Planning application and load it to the general ledger.

To define the source filter options:

  1. On the Workflow tab, under Data Load, select Data Load Rule.
  2. From the Data Load Summary, select the data load rule.
  3. Select the Source Options tab.
  4. In the Source Filters area, click Add button.
  5. Select the Dimension Name.
  6. To assign a filter condition, perform an action:

    • Enter a member name or filter condition in the Filter Condition text box. The selection syntax is based on the source system.

      For example, if Oracle Essbase is the source system, enter the member name or filter condition using Essbase syntax. Depending on the dimension, you can select one or more members as a filter condition used for extracting the budget data. For example, for the Entity dimension, you may select the following members: E1, E5, and E6. For information on Essbase syntax, see the Oracle Essbase Database Administrator's Guide.

      Note:

      For any dimensions not included in the source filter, Oracle Hyperion Financial Data Quality Management, Enterprise Edition includes level zero members. However, it is possible to have an alternate hierarchy in For Planning applications where a member that is a parent in the base hierarchy, is also a level 0 member in a shared hierarchy.

    • Click Image shows Ellipsis button to select a member using the member selector, and then click Browse.

    The Selector dialog box is displayed. The member selector enables you to view and select members within a dimension. Expand and collapse members within a dimension using the [+] and [-].

    The Selector dialog box has two panes—all members in the dimension on the left and selections on the right. The left pane, showing all members available in the dimension, displays the member name and a short description, if available. The right pane, showing selections, displays the member name and the selection type.

    You can use the Menu button above each pane to change the columns in the member selector.

    Note:

    Assign filters for dimensions. If you do not assign filters, numbers from the summary members are also retrieved.

    To use the member selector:

    1. In the list of dimensions and members on the left, select a member, and then click Select button.
    2. To clear a member from the list of members, click Deselect button..
    3. To add special options for the member, click Add Special button., and then select an option.

      In the member options, "I" indicates inclusive. For example, "IChildren" adds all children for the member, including the selected member. If you select "Children", the selected member is not included, only its children are included.

      The member is moved to the right and displays the option you selected in the Selection Type column. For example, "Descendants" displays in the Selection Type column.

      Tip:

      To clear all members from the list of selections, click Deselect All button..

    4. Click OK twice to continue defining the source filter details.

    The member that you selected is displayed in an Essbase syntax in the Filter Condition field.

  7. Click Save.
  8. Define the target options.