Loading Data

You can load data using a text file that contains sections that map the file data to dimensions. When you load multiple data files, they are loaded in sequential order. You should not run reports, books, or batches while data is being loaded.

Specify the name of the data file to load, and make sure that you set up a directory for the log file. The log file stores information about the load process; for example, syntax errors and invalid records.

By default, data files use the DAT file extension. The load process also accepts the TXT file extension, however, Oracle recommends that you use the DAT file extension.

Oracle recommends that you add Oracle Hyperion Financial Management to the exceptions for your Web pop-up blocker. When you perform some tasks such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

To load data:

1. Open the application into which to load data.
2. Select Consolidation, then Load, and then Data.
3. Optional: From Default Load Options, select File Contains Ownership Data if the load file contains ownership data, such as shares owned.

   Caution:

   If ownership data is included in the file, you must select this option, or an error occurs when you load the file.

4. Optional: Select File Contains Process Management Data if the load file contains data for assignment of process management submission groups to submission phases.
5. Optional: Select Accumulate within File to add multiple values for the same cells in the load file before loading them into the application.
6. From Delimiter Character, select the default character used to separate the data in the file. These characters are valid delimiters: , ~ @ # $ % ^ & | : ; ? \

   Note:

   You can use any of the valid characters if that character is not used in the file name or in any other way in the file. For example, if you use the ampersand (&) in an entity member name, you cannot use the ampersand as the delimiter character.

7. From Load Mode, select a mode:

   • Merge to overwrite data in the application

   • Replace to replace data in the application

   • Replace by Security to replace data to which you have access, depending on your security rights

   • Accumulate to add data to data in the application

     See Load Methods.

8. Optional: If you are using Firefox as the browser, you can load multiple files. Select Multiple selection if it is not already selected, and click Browse to locate the files.

   You can drag and drop a maximum of 10 files at one time. The system then populates the detail rows with the selected files.

   You can also drag and drop files into the File Selection content area.

9. Optional: To override the default load options, select Override, and select different load options for the file.
10. Optional: Click Scan to verify that the file format is correct.
11. Click Load.

    If you reload existing files, the system displays a warning prompt asking if you want to use them again. If you do, click Yes.

    The system displays the load task progress, and a log file for each load file when the process is finished. Any data load information, including errors and invalid records, is located in the log file.

    Tip:

    To reset values, click Reset.