Defining File-Based Options

When editing integration options for a file-based system, you can load data to a single period or a range of periods. For a single period, enter the file name used with the integration, and then execute the integration for a single period. To load multiple periods, create a file for each period and append the period name or period key to the file name. When the integration is executed for a range of periods, the system constructs the file name for each period, and then uploads the appropriate data to the POV.

Category and periods settings associated with the file may use predefined values. These settings may restrict the options available when editing selections.

Watch this tutorial for information about setting file-based data integrations options: Setting File-Based Data Integration Options and Running Integrations in Enterprise Planning Cloud.

To select file-based options:
  1. From the Data Integration home page, click Image shows Select icon. to the right of the file-based integration, and then select Options.
  2. From File Name, select the name of the source system file.

    The file name selected on the Data Integration home page defaults in the File Name field.

    When only the file name is provided, then data must be entered for a single period on the Run Integration pane.

    To load multiple periods, create a file for each period and append a period name or period key to the file name. When the integration is executed for a range of periods, the system constructs the file name for each period and uploads it to the appropriate POV.

  3. In Directory, specify the folder where the file is located.
  4. From the File Name Suffix to load data into multiple periods, select either: Period Name or Period Key.

    A suffix is appended to the file name, and the system adds the file extension after adding the suffix. If you leave the file name blank, then system looks for a file with suffix. When the file name suffix type is provided, then the file name is optional in this case, and it is not required on the Run Integration pane.

    If the file name suffix type is a period key, the suffix indicator and period date format are required (as the suffix set) in the file name, and must be validated as a valid date format.

    For example, specify:

    1. 1_Jan-2018.txt
    2. 1_Feb-2018.txt
    3. 1_Mar-2018.txt

    In this case, when you run the integration, enter 1_.txt in the file name field and select Period Name for the suffix indicator. Then run the integration for the January to March periods.

  5. In Period Key Date Format, specify the data format of the period key that is appended to the file name in JAVA date format (SimpleDateFormat).
  6. From Category, select a category.

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

  7. From Plan Type, select the plan type of the target system.

    Plan types are assigned in Data Management. Data loads for up to six plan types are supported. Planning can support three custom plan types and up to four Planning Modules applications (Workforce, Capital, Projects, or Financials). You can use any combination of these applications. When you create an Planning Modules application and if you create more than two custom plan types, then you cannot load data all four applications.

  8. Click Save.