Loading Data
When loading data with the Outline Load utility, there are two ways to specify driver members. You can load to driver members that are specified on the Oracle Hyperion Planning Data Load Administration page, or you can specify driver members in the load file and run the utility with the /TR
option.
If you load data with the /TR
option, the load file must list the driver member and all other members under the Point-of-View column, regardless of their location on the form. For example, if Jan or Descendants (YearTotal) are columns in a form, they must be specified in the Point-of-View column. When using /TR
, you can load one value per row in the load file. You can include multiple rows, but you can specify only one data value per row. See Generating Load Files.
Caution:
Following these steps can affect data in the database. The Planning DIRECT_DATA_LOAD
system property enables data to be loaded directly to Oracle Essbase. In the current release, this property is set to true by default, and data is loaded directly into Essbase. To prevent data from being loaded directly into Essbase, set DIRECT_DATA_LOAD
to false.
To load data with the Outline Load utility:
- Back up the application and application databases before loading information. See the Oracle Enterprise Performance Management System Backup and Recovery Guide.
- Set Planning System properties.
- If you want to load to driver members that are specified in Planning, set the driver members as described in this step. Otherwise, skip to the next step.
- Log on to the Planning application for which data will be loaded.
- Select Administration, and then Data Load Settings.
- Select a dimension from the Data Load Dimension list (such as Account). This is the dimension for which you want to load data. For example, it may appear as a row in a Planning form.
- Select a dimension from the Driver Dimension list (such as Period).
- Click the member selection icon to select members of the Driver Dimension (such as Jan, Feb, March). For example, these members may appear as columns in a Planning form.
- Generate a comma-separated load file. See Generating a Data Load File.
- Test the load file and run the utility.