Downloading an Excel Template (Mapping Template)

Download and use the Maploader template to upload your mapping tables from Excel instead of entering them by way of Data Integration. This feature enables you to map members by selecting and importing them form your Excel mapping. You can merge or replace mappings. it does not update map. It simply adds new entries into the database. Excel mapping templates with correct formatting are included in the EPM_ORACLE_HOME/products/FinancialDataQuality/templates directory.

The mapping template also includes a macro script that pulls Oracle Hyperion Financial Management dimensions directly from the target application to which you are connecting.

You must upload the Excel template to the Data Integration server, and then pick the Excel file as the file to load when you run the integration, or when prompted by the system if the file name is left blank. The system determines if the file being processed is an Excel file, and then reads the required formatting to load the file.

When working with a mapping template in Excel:

• Do not have any blank lines in the map template.

• You can insert lines in the template, but you must keep new lines in the designated area.

• Each template supports a single dimension.

To download an Excel template:

1. From the Data Integration home page, click to the right of the integration, and then select Map Members.
2. From the Map Members page drop-down, select Actions, then Import, and then Download Excel Template.

   The Opening Maploader.xls page is displayed.

3. Open or save the MaploaderTemplate.xls to your hard drive.
4. Open MaploaderTemplate.xls.
5. Select the Map tab.
6. Enter the Location in cell B1, Location ID in cell B2, and select the dimension from the Dimension drop-down in cell B3.
7. Complete the following column fields:
   1. In Source, enter the source dimension value.

      You can specify wildcards and ranges when entering the source dimension.

      • Wildcards for unlimited characters—Use asterisks (*) to denote unlimited characters. For example, enter 548* or *87.8.

      • Wildcards for single character place holders—Use questions marks (?) to denote single character place holders. For example,

        • 548??98

        • ??82???

        • ??81*

      • Range—Use commas (,) to denote ranges (no wildcard characters are allowed). For example, specify a range as 10000,19999.

        (This range evaluates all values from 10000 to 19999 inclusive of both start and end values.)

        In this case, Data Integration considers all values from 10000 to 19999 to include for both start and end values.

      • In map—Use commas (,) to separate entries (no wildcard are characters allowed). You must have at least three entries or the map shows as a between map. For example, specify an In map as 10,20,30.

      • Multi-Dimension map—Use #MULTIDIM to indicate its multidimensional mapping. Enter the DIMENSION NAME=[VALUE] and the value. The value follows the logic as wildcard, range, and In map. In the following example the search criteria are all accounts starting with 77 and UD1 = 240. For example, #MULTIDIM ACCOUNT=[77*] AND UD1=[240].

   2. In Source Description, enter a description of the source value.
   3. In Target, enter the target dimension value.
   4. In Change Sign, enter True to change the sign of the Account dimension. Enter False to keep the sign of the Account dimension. This setting is only used when mapping the Account dimension.
   5. In Rule Name, enter the integration name when the mapping applies to a specific data rule name.

      Note:

      If you are adding an Explicit mapping, the rule name must equal the source value.

      

8. Click Save.