Defining Data Load Rule Details

You create and modify data load rules on the Data Load screen. The Data Load Rule screen window sections:

• Data Rule Summary

• Data Load Details

• Source Filters, which consist of four tabs: Source Options, Target Members (for file-based data load rules in which a driver is specified), Target Options, and Custom Options)

  See Working with Target Options (by location) and Registering Target Applications.

  See Creating Custom Options.

Note:

Before you create data load rules, ensure that your source system data does not include special characters in the target application.

Also avoid using special characters in names or spaces if you plan to use batch scripts. Some of the characters may cause issues when run from a command line.

To define the data load details for a source system:

1. On the Workflow tab, under Data Load, select Data Load Rule.

2. In the Data Load summary area, click Add.

3. In Details, in Name, enter the data load rule name.

4. Select a Category.

   The categories listed are those that you created in the Data Management setup. See Defining Category Mappings.

5. In Period Mapping Type, select the period mapping type for each data rule.

   Valid options:

   • Default—The Data Rule uses the Period Key and Prior Period Key defined in Data Management to determine the Source General Ledger Periods mapped to each Data Management period included in a Data Rule execution.

   • Explicit—The Data Rule uses the Explicit period mappings defined in Data Management to determine the source General Ledger Periods mapped to each Data Management Period included in a Data Rule execution. Explicit period mappings enable support of additional General Ledger data sources where periods are not defined by start and end dates.

6. Optional: Enter a description.

7. Select the source options.

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

   Data Management currently supports data load that have up to six plan types. Planning can support three custom plan types and up to four Planning Modules applications (Workforce, Capex, Project, Financials). You can enable 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 support a data load to all four applications.

9. For Planning and Oracle Essbase, select the Source Parameters tab, and specify any parameters.

   See Defining Source Parameters for Planning and Essbase.

To define source options:

1. On the Workflow tab, under Data Load, select Data Load Rule.

2. In Data Load Rule, select a data load rule or click Add.

3. Select the Source Options tab.

4. Optional: If you are working with a multi-column data load, select the Column Headers tab, and specify the start date and end date of the numeric columns.

   See Loading Multi-Column Numeric Data.

5. Optional: To work with target options, select the Target Options tab, and select any options.

   See the following:

   1. For Planning application options, see Defining Application Options for Planning.
   2. For Financial Consolidation and Close, application options, see Defining Application Options for Financial Consolidation and Close.

6. Optional: You can specify free form text or a value by selecting Custom Options and specifying the text you want to associate with the data load rule.

   See Creating Custom Options.

7. Click Save.