Importing Planning and FreeForm Dimensions

For Planning and FreeForm dimensions, Oracle Enterprise Data Management Cloud supports importing from comma-delimited (CSV) files and from an external application outbox using a .zip file.

Planning applications, FreeForm applications, and Planning Modules applications are identical in terms of being managed in Oracle Enterprise Data Management Cloud, except for this difference for Planning Modules nodes:

On import, the property Enterprise Predefined Member is set to True for predefined members and cannot be edited, with the exception of adding a child under it or a top node above it.

Note:

Predefined Members can be updated in Planning Modules only, see Customizing Predefined Artifacts in Administering Planning Modules. If the predefined members in the external application are changed, you must re-import the dimensions to update the predefined members in Oracle Enterprise Data Management Cloud.

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Before you begin:

• See Importing Dimensions for import options, considerations, and information on import modes.
• In the external application, create a data file to import using one of these formats:
  • If you are using a local file, a .csv (comma-delimited) file for each dimension. The local .csv filename does not have any file naming restrictions.
  • If you are connecting to the external application outbox, a .zip file that contains .csv files for one or more dimensions. The .csv filename must contain the dimension name or external dimension name, if specified in the registration, at the end with preceding text. For example, acc1.csv is invalid, but tom_smith_acc1.csv is valid, where acc1 is the dimension name.

  Note:

  From Planning, create the files to import into Oracle Enterprise Data Management Cloud. See Exporting Metadata in Administering Planning.

To import a dimension:

1. From Applications, scroll to your application, then click , and then select Import.
2. Click the dimension that you want to import data into.

3. In Input Source, select File or Connection, and then do one of the following:

   • If you selected File, specify an import file name.

   • If you selected Connection, select a connection to import from, and specify an import file name.

4. In Import Mode, select Merge, Replace, or Reset. See Importing Dimensions for details on import modes.

5. Optional: In the Summary section, click the dimension name to inspect the dimension and view the import options. Close the inspector dialog to return to the import screen.

6. Click Import.

You can also import dimensions using EPM Automate (see importDimension in Working with EPM Automate for Oracle Enterprise Performance Management Cloud), a REST API (see Importing Dimensions in REST API for Oracle Enterprise Data Management Cloud Service), or Task Manager (see Automation Integrations for EPM Cloud in Administering Financial Consolidation and Close).