Importing Member Mappings

You can import member mappings from a selected .CSV and .TXT file, and then you can create mappings. Import member mappings support merge or replace modes, along with validate or no validate options for target members.

Importing member mappings can be executed in either online or offline mode.

You can also import mappings from Excel or download an Excel template.

. See Importing Excel Mappings and Downloading an Excel Template (Mapping Template)

To import member mappings:

1. On the Workflow tab, under Data Load, select Data Load Mapping.
2. From the Import drop-down, select one of the following:

   • Current Dimension

   • All Dimensions

   • Import from Excel

     See Using Excel Trial Balance Files to Import Data.

   • Download Excel Template

     See Downloading an Excel Trial Balance Template.

   The Select file to import screen is displayed.

3. Navigate to the file to import and click OK.
4. Optional: If necessary, click Upload to navigate to the file to import, and then click OK.

   The Select Import Mode and Validation screen is displayed.

   
   
   
5. From Import Mode, select the import mode:

   • Merge—Overwrites the data in the application with the data in the data load file.

   • Replace—Clears values from dimensions in the data load file and replaces it with values in the existing file. For a Oracle Hyperion Planning application,

     For a Planning application, Replace first clears data for the Year, Period, Scenario, Version, and Entity dimensions that you are loading, and then replaces it with values in the existing file.

6. From Validate, select to validate the member mappings.

   Validate ensures that all data in the imported General Ledger has a corresponding mapping.

7. In Execution Mode, select the mode for executing the import:

   • Online—Processes the import immediately.

   • Offline—Runs the import in the background.

8. Click OK.

In the member mapping import files, Oracle Hyperion Financial Data Quality Management, Enterprise Edition supports one of the following characters as column separators:

• ,

• |

• ;

The order of the columns:

• source value

• target value

• rule name

• rule description

Note:

If you add a minus sign in front of a target account value, then it is imported with the "Change Sign" selected.

Table 3-8 Mapping Source Types

Column	Mapping
100, Cash, 100, Explicit Mapping	Explicit Mapping
100>199, Cash, R2, Between Mapping	">" indicates its BETWEEN mapping.
1*, Cash, R3, Like Mapping	"*" indicates its LIKE mapping.
#MULTIDIM ACCOUNT=[4*] AND UD3=[000],Cash,R4,Multi Dimension Mapping	"#MULTIDIM" indicates a multiple dimension mapping. The actual column name used for the mapping is the Data Table Column Name. The easiest way to create a multiple dimension mapping is to create a mapping through the user interface and then export it to the file. You can then modify the file by applying additional mapping.
10, 20, In Mapping	Source values are enclosed with " " and separated by a comma (,) for the In mapping. For example, IN 10, 20 is defined as "10,20" in the source column of the import file.