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.

  • 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

    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.