Defining Application Options for Planning
Define application and dimension details for Planning applications.
After defining the application details and dimension details, define the application options.
To define application options for Planning applications:
- On the Setup tab, under Register, select Target Application.
- In the Target Application summary grid, select a Planning target application or Oracle Essbase target application.
- After defining the application details and dimension details in Application Detail, select the Application Options tab.
- Complete the application options as needed.
- Click Save.
Table 2-8 Planning Application Options and Descriptions
Option | Description |
---|---|
Load Method |
Select the method for loading data:
|
Batch Size |
Specify the batch size used to write data to file. The default size is 10,000. |
Drill Region |
Select Note: Data Management does not support drilling through to human resource data. When loading data from Data Management, the drill region is loaded to Planning data. Data Management creates drill region by scenarios. For any cube (Planning plan types or Planning databases), the name of the drill region is FDMEE_<name of the scenario member>. When creating the drill region, Data Management checks if a dimension is enabled for the drill. Members of enabled dimensions selected in data loads, are included in the drill region filter. If no dimensions are enabled, the following dimensions are enabled by default: Scenario, Version, Year, and Period. You can enable additional dimensions, and the subsequent data load considers members of newly enabled dimensions. If you disable any dimensions which were previously included in a drill region used for drill creation, members of such dimensions are not deleted during the subsequent data loads. If needed, you can remove obsolete members manually. For more information about drill through, see Using Drilling Through. |
Enable Drill from Summary |
Select Yes to drill down from summary members in a Planning data form or report and view the detail source data that make up the number. After enabling this option and loading the data with the Create Drill Region option set to Yes, the Drill icon is enabled at the summary level. Drill is limited to 1000 descendant members for a dimension. Note: If you Enable Summary Drill, do not include the dimension you want to drill from the Parent Members in the drill region definition. If you absolutely need to include this dimension, then disable the auto drill region creation and then maintain the drill region manually using Calculation Manager user interface. Use Essbase member function like Descendants to enumerate the members you want to include in the drill region. Summary drill is available for local service instances only. It is not available between cross service instances or hybrid deployments. |
Purge Data File |
When a file-based data load to Essbase is successful, specify whether to delete the data file from the application outbox directory. Select Yes to delete the file, or No to retain the file. |
Date Format |
Use the date format based on the locale settings for your locale. For example, in the United States, enter the date using the format MM/DD/YY format. |
Data Dimension for Auto-Increment Line Item |
Select the data dimension that matches the data dimension you specified in Planning. Used for loading incremental data using a LINEITEM flag. See Loading Incremental Data using the LINEITEM Flag to an EPM Cloud Application. |
Driver Dimension for Auto-Increment Line Item |
Select the driver dimension that matches the driver dimension you specified in Planning. Used for loading incremental data using a LINEITEM flag. See Loading Incremental Data using the LINEITEM Flag to an EPM Cloud Application. |
Member name may contain comma |
If the member name contains a comma, and you are loading data to one of the following services, set this option to Yes, and then load the data:
|
Workflow Mode |
Select the data workflow method. Available options:
|
Enable Data Security for Admin Users |
Enables data validation when an administrative user loads data. In this case, all data validations in the data entry form are enforced while loading data. Due to the enhanced validations, the performance of data load will be slower. When the ‘Enable Data Security for Admin Users’ is set to No (default value), then data loads by the administrator are performed using the Outline Load Utility (OLU). In this case, performance is faster but you are unable to get a detailed error report for any rows that are ignored for any reason. Note: When running any of the Workforce Incremental rules (for example, OWP_INCREMENTAL PROCESS DATA WITH SYNCHRONIZE DEFAULTS), ensure that the target option Enable Data Security for Admin Users is set to No. This option can only be set by an administrator. When this option is set to Yes, data is validated for administrator and non-administator data loads in the same manner. Validations include: security checks, intersection validations, read-only cells, dynamic calc cells, etc. In addition, a detailed error list for any rows that are rejected or ignored is available and no additional Planning permissions are needed. However, performance may be slower even for administrators. |
Display Validation Failure Reasons |
Enables you to report rejected data cells and the rejection reason when you load data in a data validation report. Select Yes to report rejected data cells and the rejected reason. The limit for the number of rejections reported is 100. The data validation report is available for download from the Process Details page by clicking the Output link. In addition a copy of the error file is stored in the Select No to not report rejected data cells and the rejection reason. |
Drill View from Smart View |
Specify the custom view of columns from the Workbench when displaying customized attribute dimension member names in Oracle Smart View for Office drill-through reports. Custom views are created and defined in the Workbench option in Data Integration. When the custom view has been defined and then specified in the Drill View from Smart View field, in Smart View you can click the drill-through cell and select Open as New Sheet, and the drill-through report opens based on the view defined in the Workbench. If no views are defined on the Application Options page, the default view is used, meaning that attribute dimensions do not display customized member names in Smart View. For more information, see Defining a Custom View in the Workbench |
Default Import Mode |
Sets the default import mode when you execute a data load rule in Data Management or run an integration in Data Integration. Available options:
|
Default Export Mode |
Sets the default export mode when you execute a data load rule in Data Management or run an integration in Data Integration. Available options:
|