9 Defining a Data Integration

You define a Data Integration by extracting metadata and data from an Enterprise Resource Planning (ERP) source system (a direct integration) or data from a file, and then pushing it to an Enterprise Performance Management (EPM) target application.

Data flow in Data Integration

File-based imports are supported for those users who do not have a direct connection to their Enterprise Resource Planning (ERP) source data but have data available from their sources in a text file. Any file, such as a delimited file, can be easily imported into a target EPM application. You can select where the account, entity, data values reside in the file, as well as which rows to skip during the data import. This feature enables a business user to easily import data from any source, and requires limited technical help, if any, when loading into a target application.

For information on file-based integrations, see Creating File-Based Integrations.

For customers who have a direct connection to other Oracle Cloud Services (out of the box or packaged integrations), define the source data, create mapping rules to translate data into the required target format, and execute and manage the periodic data loading process.

For direct integration-based sources, the import and export of data can be from:

  • Oracle ERP Cloud—General Ledger. Load Actuals from General Ledger and write-back Budgets and Actual Adjustment Journals.

  • Oracle ERP Cloud—Budgetary Control. Load commitments, obligations, and expenditures and write-back Budgets.

  • Oracle ERP Cloud—Sub-Ledgers. Load sub-ledger transaction data.

  • Oracle NetSuite—Load actuals and metadata from Oracle NetSuite.

  • Oracle Human Capital Management Cloud—Load Employee attribute, salary, and other related Job information.

  • Oracle E-Business Suite— Load Actuals from General Ledger.

  • Oracle Peoplesoft—load Actuals from General Ledger.

  • Custom on-premises data source—use an on-premises database adapter and EPM Integration Agent.

  • Oracle Autonomous Database—extract source data from staging or other applications running on the Oracle Autonomous Database. You can also export data from the Oracle Fusion Cloud EPM to selected reporting data warehouses on the Oracle Autonomous Database.

  • Local Oracle Fusion Cloud Enterprise Performance Management applications—Data synchronize between Input and Reporting Cubes moving data between different Input Cubes.

  • Cloud EPM applications from another service instance—Data synchronizes between applications in separate business processes.

Note:

For business process to business process integrations, both business processes must be at the same release level.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How
Understand the essential tasks for loading file-based data in Data Integration. Image shows the Tutorial icon. Loading File-Based Data in Data Integration for Oracle Enterprise Performance Management Cloud
Register applications, define period mappings, define category mappings, and then create and run a file-based data integration. The sections build on each other and should be completed sequentially. Image shows the Tutorial icon.Loading Data Using Data Integration

Videos

Your Goal Watch This Video
Load data using Data Integration in Planning Image shows the Video icon. Using Data Integration in Planning and Budgeting Cloud.
Integrating Oracle ERP Cloud in the Cloud EPM Image shows the Video icon.Overview: Integrating Oracle Cloud ERP with Oracle Cloud EPM
Set File-Based Data Integration Options and Run Integrations in Cloud EPM Image shows the Video icon.Set File-Based Data Integration Options and Run Integrations in
Extract Data Using Data Integration in Oracle Financial Consolidation and Close Image shows the Video icon.Extracting Data Using Data Integration in Oracle Financial Consolidation and Close