Quick Mode - File-Based Load Considerations

Note the following considerations when using Quick Mode - file-based loads:

  • Quick Mode for file-based sources supports numeric and non-numeric data types.

  • Quick Mode for file-based loads does not require you to use the EPM Integration agent to load data. To source data from on-premises relational database using Quick Mode, see Quick Mode to Extract Data Process Description.

  • The ProcessMap target expression type is exclusively used the Quick Mode for file - based loads. This target expression enables you to perform transformation using mappings specified in Map Members.

    When you select ProcessMap as the target expression, this tells the system to use the member mapping feature on the next step of the wizard. There are exceptions to what you can do with mapping if you select the ProcessMap option. Here are the exceptions:

    1. BETWEEN, MULTIDIM and #SQL mappings are not supported in quick mode if you have selected the ProcessMap option for the target expression.

    2. Wild card mappings don’t work the same way in quick mode as they do in regular mapping. In non-quick mode processing, you can enter a mapping as follows: * -> FA_*. In this case, the mapping takes the source value and adds a prefix of FA_*. In quick mode, the target is set as FA_*, because wild cards are not supported on the target.

  • The SQL target expression type cannot be applied to any dimension in a Quick Mode - file-based load.

  • With Quick Mode you can define member mappings. In order to use member mapping for a dimension you need to specify the target expression type processMap() for the dimension. Simply defining the member mappings is not sufficient like in standard mode. You have to explicitly define the processMap() expression.

  • For mapping members, this feature supports map members using the Explicit and Like mapping types and a Regular Expression mapping type which is used to map a set of strings based on common characteristics shared by each string in the set for find and find and replace algorithms.

  • When running the Quick Mode load, valid export modes are:

    • For Planning—Replace, Merge, and Accumulate

    • For Financial Consolidation and Close—Replace, Merge, and Accumulate

      Note:

      Dry Run is not applicable for Quick Mode loads.

    Replace is the default mode.

    No import modes are available.

  • Multi-year loads using the Replace export mode is not supported at this time.

  • A direct drill through to source is required when data is loaded using Quick Mode method. For more information, see Using Direct Drill.

  • You can extract non-numeric data to an EPM data file target application with Quick Mode. Perform the extraction when application is not in use because the extraction process makes the application read-only when in progress.