1. Administrator's Guide
  2. Integrating Data
  3. Data Load, Synchronization and Write Back
  4. Synchronizing and Writing Back Data
  5. Data Synchronization
  6. Using Data Load Rules for Synchronization

Using Data Load Rules for Synchronization

When synchronizing data, you specify which records (rows) are extracted from the source EPM Application to the target EPM Application.

Additionally, you can:

  • Specify the source filter option to select a dimension, and then enter the filter criteria for each dimension.

  • Browse and select members within a dimension.

  • Load data to a single period or a range of periods.

  • Add or change any target options for the application.

To define the data load details for a target EPM or Enterprise Resource Planning (ERP) system (file-based source system):

  1. In Name, enter the data load rule name.
  2. In Category, select a category.

    The categories listed are those that you created in the Oracle Hyperion Financial Data Quality Management, Enterprise Edition setup, such as "Actual." See Defining Category Mappings.

  3. Optional: Enter a description.
  4. In Plan Type, select the plan type.

    FDMEE supports data loads for up to six plan types (including custom and Oracle Hyperion Planning applications.)

  5. In Period Mapping Type, select Default or Explicit.
  6. Optional: Add or change any source filter options.
  7. Optional: Add or change any target options.
  8. Click Save.