Creating, Copying, Promoting, and Deleting Extracts

You create extracts from the dimension inspector. You can create a private extract if you have Participant (Read) permission or better on a viewpoint. You must have Owner or Metadata Manager permission on a dimension in order to be able to promote a private extract to a public extract.

To create an extract:

1. Inspect the application that contains the dimension that you want to create an extract for. See Inspecting Applications.
2. From the Dimensions tab, click the dimension that you want to create an extract for.

   The dimension is displayed in the dimension inspector.

3. On the Extracts tab, click Create.
4. From the Viewpoint drop down menu, select the viewpoint that you want to extract the dimension for.

   Note:

   Only active viewpoints that contain the dimension that you selected are displayed. You cannot select a viewpoint that contains Legacy GL or Lookup class node types unless it is a mapping bound viewpoint.
5. Enter a name and, optionally, a description.
6. Select an extract type:
   • Full (default): Extract all data from a viewpoint.
   • Incremental: Extract only the changes to data over a specified time period for a viewpoint.
   • Generational: Extract hierarchy relationships in a viewpoint in separate extract columns.

   See Understanding Extract Types.

   Note:

   You cannot change the extract type after the extract is created.
7. Click Create.

   The extract is displayed in the extract inspector.

Note:

When you create an extract, it is created as a private extract and you cannot change the visibility from the Create screen. If you have the Owner or Metadata Manager permission on a dimension, you can promote your private extracts to public. See Promoting Private Extracts to Public.

Edit the extract to add columns and modify the formatting options. See Editing Extracts.

Copying Extracts

You can copy an extract and then modify it for other uses (for example, by changing the viewpoint for the extract or modifying the extract options to select different data).

Considerations

• When you copy an extract, you can create the new extract in:

  • The same dimension and viewpoint as the original
  • A different dimension and viewpoint in the same application as the original
  • A different dimension and viewpoint in a different application of the same type (for example, Planning or Financials Cloud General Ledger) as the original.
• You must have at least Participant (Read) access for all data chain objects in the dimension that you are copying an extract to.

To copy an extract:

1. From the Extracts tab of the dimension inspector, in the Actions column of the extract to copy, click the Extract Action Menu , then click Copy, and then click Yes on the message about saving changes.
2. Optional: Enter a new name and description. The new name must be unique in the target dimension.
3. Optional: Specify a different application, dimension, view, and viewpoint to create the extract in.

   Note:

   You cannot specify a viewpoint that contains Legacy GL or Lookup class node types unless it is a mapping bound viewpoint.
4. Click Copy.

   The new extract is displayed in the extract inspector. You can modify the extract to change its settings. See Editing Extracts

   Note:

   The system displays a warning if any properties in the extract do not exist in the target viewpoint. You can edit the new extract to remove the columns for the properties that do not exist in the target viewpoint. See Selecting Extract Columns.

Promoting Private Extracts to Public

When you promote a private extract to public, other users with access to the view and at least Participant (Read) access on the viewpoint can view, copy, and run it, and other users with the Owner or Metadata Manager permission on the dimension can edit and delete it.

To promote a private extract:

1. From the Extracts tab of the dimension inspector, in the Actions column of the extract to promote, click Extract Action Menu , and then click Promote.
2. Click Yes to confirm, and then click Save.

Deleting Extracts

You can delete any private extracts that you created, even if you no longer have Participant (Read) access on the viewpoint. To delete public extracts, you must have the Owner or Metadata Manager permission on the dimension in the extract.

To delete an extract:

1. From the Extracts tab of the dimension inspector, in the Actions column of the extract to delete, click the Extract Action Menu , and then click Delete.
2. Click Yes to confirm, and then click Save.