Creating File-Based Integrations

Watch this tutorial for information about creating file-based data integrations: Creating File-Based Data Integrations in Enterprise Planning Cloud.

Watch this tutorial for information about mapping dimensions and members for file-based integrations: Mapping Dimensions and Members for File-Based Data Integrations in Cloud EPM Planning

For the learning path about file-based integrations, see: Loading File-Based Data in Data Integration for Oracle Enterprise Performance Management Cloud .

To create a file-based integration:

  1. From the Data Integration home page, click Image shows the Add icon. (Create), and then select Integration.

    The General page is displayed in Create Integration view.

  2. In Name and Description, enter a name and description for the new integration.
  3. In Location, enter a new location name, or pick an existing location to specify where to load data.

    A location is used to link a source and target along with the associated member mappings. You can define multiple integrations within a same location with different set of Options and Filter criteria.

    If you enter a new location, you must provide the source and target. When you save the integration, the system creates the location automatically.

    If you select an existing location, the system populates the source and target automatically and you cannot change it.

  4. To associate the integration with Quick Mode method, tap the Quick Mode slider on.

    The Quick Mode method provides significant performance improvement over the standard workflow method. It supports simple transformations using import expressions and does not support member mappings. Data is not loaded to a staging table so you cannot view the data in Workbench. For example, the Level 0 extract method allows you to apply filters and select columns to include in the output file. This method is ideal for extracting large data slices from the system without reaching query processing limits.

    When you associate an integration job with the Quick Mode method and then save the job, you cannot reverse the Quick Mode association. However, the integration job can be deleted.

    For Quick Mode considerations, see Quick Mode to Export Data.

  5. Click Image shows the Source icon. (Select a Source).
  6. From the Select a Source page, click File.
  7. From the File Browser, select the file and click OK.

    You can double-click the inbox or outbox folders, or any other folders to see a list of files in folders.

    You can also click Upload and navigate to a file to upload it.

    Optionally, you can create a file-based load in which you designate the file to be loaded at runtime. However, the column number and column name are designated only when you map the dimensions. See Mapping Dimensions.

  8. From Cube, select the plan type of the target system.

    You can register a custom cube as a separate application with no limit to the number of custom cube applications that can be registered.

  9. From Category, select the category for the integration.

    The categories listed are those that you created in the setup, such as "Actual." See Managing Category Mappings.

  10. Optional: Select any applicable location attributes for the integration. For more information, see Selecting Location Attributes.
  11. To map the file or change the header columns associated with the file, click File Options.
  12. From the File Import - File Type Encoding page, complete the Type, Encoding ,Delimiter, and Drill URL fields. Then from Use Header for Column Names, use the arrow keys to select a header row or no header row, and then click Next.

    For more information on the File Import - File Type Encoding page, see Mapping Files.

  13. From the File Import - File Column Mapping page, modify any column headers as needed and click Finish.

    For more information, see Editing a File Column Header.

  14. For a new location only, click Image shows the Target icon. (Select a Target).
  15. From the Select a Target page, select a target application.
  16. Click Save.