Mapping the Planning Budget Revision and the Budget Adjustment Request Dimensions

As part of the integration between the Planning Budget Revision and the Budget Adjustment Request, you map EPM Planning Financials dimensions to Budgetary Control target dimensions. You can also customize and extend these integrations, for example, by applying expressions as needed to meet your business requirements.

To map dimensions:

1. From the Data Integration home page, click to the right of the Planning Budget Revision and the Budget Adjustment Request integration, and then select Map Dimensions.
2. From Import Format, select the name of the import format to use for the integration.
   You can also add a user defined import format name.
3. From Type, select the Delimited - All Data Type and then click Save to refresh the rows.
4. In the mappings grid, map the source columns in the source data-load file to the dimensions in the target application by completing the following:
   1. In Select Source Dimension, specify the name of the Planning Budget Revision source dimension to assign to the Budget Adjustment Request target dimension.
   2. Map Plan Element to Plan Element, Period to Plan Period and Year to Plan Year.
   3. Add a target dimension expression for each of the Budgetary Control dimensions. Typical expressions for the most common use cases are:
      • Copysource—use the same member name from EPM Planning Financials in Budgetary Control.
      • LTrim—remove the prefix used in EPM Planning, Financials.
      • Constant—Assign a constant value for an extra dimension in Budgetary Control.

   This is a required step - sources must be mapped to the target and target expression added.

5. Click Save.