Global Mappings

You can define one global mapping to map various Scenario dimensions to the individual mapping.

The global category mapping lets you define mappings that cross multiple applications. For example, you may have a case where a source category of an actual maps to a target of an actual in most cases. But you may have a case where you have a target application where the actual maps to current. In this case, it provides the ability to override the global mapping on an application basis.

Note:

Avoid using special characters in names or spaces if you plan to use batch scripts. Some characters may cause issues when run from a command line.

To define a global category mapping:

  1. From the Data Integration home page, and then from the Actions menu, select Category Mapping.
  2. Click the Global Mapping tab.Image shows the Category Mappings page.
  3. Click Image shows the Add icon. (Add icon).

    A blank entry row is displayed.

  4. In the Category drop-down, select the dimension to use for the category mapping.
  5. In Description, enter a description of the category.
  6. In Frequency, select the frequency of the category for each mapping.

    Frequency options include:

    • Monthly
    • Daily
    • Quarterly
    • Yearly

    The category indicates the frequency used in Period Mapping including: Target Period – Month, Target Period – Quarter, Target Period – Year, and Target Period – Day. When running an integration, the system looks at the frequency value in Category Mapping and then uses that value to query the period mapping for the target period value.

    For example, if you selected "Monthly" in the category mapping in Period Mapping, the system uses the value that is entered for Target Period –Month when deciding where to load the data. If "Quarterly" was selected in the category mapping, the system uses the value entered in Target Period – Quarter, and so on.

  7. In Target Category, specify the target category.
  8. Optional: In Category Key, specify the internal key for the category. The key can be used for debugging drill down or data load issues.
  9. Enter the target category.
    For example, the target category is the Scenario dimension in the Planning application.
  10. Click Save.
  11. Optional: Perform these tasks:
    • To edit a mapping, select the mapping, make changes as necessary, and then click Save.

    • To delete a mapping, click Image shows the Delete icon..