1. Administering Data Integration for Oracle Enterprise Performance Management Cloud
  2. Defining a Data Integration
  3. Mapping Dimensions
  4. Creating the Dimension Maps

Creating the Dimension Maps

To map dimensions:

  1. From the Data Integration home page, click Image shows Select icon. to the right of the 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. File-Based Sources Only: From Type, select the format of the file.

    Available options:

    • Delimited—Load numeric data from a delimited file format.

    • Multi-column–Numeric—Load numeric data for multiple dimension members of a selected dimension in a single row of data. The definition of the members to load can be included in a header record in the load file, or in the import format definition.

      Note:

      You can't use a multi-column format type when importing a subset of data or metadata from your on-premises data sources and then loading it directly to the Oracle Enterprise Performance Management Cloud using the EPM Integration Agent. Instead, you need to pivot every amount into a single row. For more information on pivoting dimensions, see Data Export Target Application Options.

    • Delimited–All Data Type—Load all data types from a delimited file format.

    • Multi Column–All Data Type—Load all data types for multiple dimension members of a selected dimension in a single row of data. The definition of the members to load can be included in a header record in the load file, or in the import format definition.

      Note:

      At this time, the Fixed Width – Numeric Data and Fixed Width – All Data types are not supported.
  4. : In Drill URL, specify the URL used for the drill-through.

    Note:

    Not applicable for Oracle Enterprise Performance Management Cloud and Oracle ERP Cloud GL data sources.
  5. File-Based Sources Only: From Delimiter, select the character to use for delimiting columns in the output file.

    A delimited file contains one or more records set off from each other by a specified delimiter.

    Available options:

    • Comma (,)

    • Pipe (|)

    • Exclamation (!)

    • Semicolon (;)

    • Colon (:)

    • Tab

    • Tilde (~)

  6. In the mappings grid, map the source columns in the source data-load file to the dimensions in the target application.

    The dimensions from the target application are populated automatically.

    If the import format has already been defined for the file, then the source and target columns are mapped automatically.

    If you are adding a new import format or editing an existing import format, complete the following:

    • In Column, specify the field number from the file to import.

    • In Select Source Dimension, specify the name of the source dimension to assign to the target application.

      Multiple source columns of the same dimension can be mapped to target dimensions. For example, you can map four "Account" source columns.

    • Add a source or target expression: assign an expression that operates on values directly from the source or target.

      See Using Source Expressions and Using Target Expressions.

  7. Optional: For a comma delimited file, select an additional row to map in the import format by clicking Image shows the Add row icon. to the right of a row and selecting the row to add from the drop-down.

    Available rows:

    • Source Period
      • Year
      • Period
      • Period Number
    • Currency
    • Attribute
    • Description
    • Dimension Row
      • Account
      • Version
      • Entity
      • View
    Import Definition Option Description
    Skip

    The skip option is used to indicate rows in the input file that should be skipped. For example, rows with no data, negative numbers, or for specific accounts. The specification for a skip row is defined in the same way as that for a data row, and the system looks for the exact textual match for text entered in the expression field in the indicated location in the input file.

    Data Integration automatically skips rows in the input file that have "spaces" and "non-numeric" characters in the amount location, so a skip specification is only needed when non-amount data is present in a row of the input file in the same location as the amount. For example, the input file may contain a label named "date." Add an entry for a skip row to indicate the starting column of the text "date," the length of the text, and the exact text to match.

    The Skip row option is available for both fixed and delimited file types.
    Attribute

    You can import up to 40 attribute fields from a file or other data sources. For a file, you specify the location of the input field and for other data sources you can specify source dimension from the Source Application. You can also plug a fixed value using expression.

    The attribute fields are generally used to help compose a drill-through URL or for history or documentation needs.

    Note:

    If you integrate a Financial Consolidation and Close or Tax Reporting source with an explicit period mapping type, the system stores the mapping year (SRCYEAR) and mapping period (SRCPERIOD) in the ATTR2 column and year in ATTR3 columns. For this reason, when importing data from Financial Consolidation and Close or Tax Reporting, attribute columns ATTR2 and ATTR3 should not be used for any other dimension mappings.

    Similarly, when you map a Movement source attribute to any target dimension, the system automatically creates another map for mapping the Movement to the ATTR1 column.
    Description

    You can import two description columns and load these columns in the same way as the attribute columns. You can specify the location in the input row that contains a description or specify an explicit value by entering it in the expression field in the mapping table.

    Currency

    Data Integration supports the ability to load data that is of a currency different from the default currency of the selected location. This option enables you to specify the location in the input line that specifies the currency for the related amount field. For the file import format, specify a currency on each row of data, or make sure that a currency is specified in the location that uses the selected import format.

    Note:

    You may encounter issues with loading data if the currency is not specified correctly.
    Source Period "Period" dimensions are supported as columns in a data file. If you have data for multiple periods in a single file, then you can include the year and period on each row of the data file that gets loaded to the target application. You load a period as a column from a data file by defining the load definition through the import format, and then selecting the source period when executing the integration.
    Dimension Row

    Data Integration supports multiple entries for a dimension in the import format when the dimension specification is spread between multiple locations on the same line. This feature enables you to concatenate fields for file-based data. To use this option, select the dimension, start and end positions, and the expression.

  8. Optional: To duplicate a row in the import format, click Image shows the Add row icon. to the right of the row to duplicate, and click Duplicate from the drop-down.
  9. Optional: To delete a row from the import format, click Image shows the Add row icon. to the right of the row to delete, and click Delete from the drop-down.
  10. Click Save.