Defining Data Load Rule Details for a File-Based Source System

When defining data load detail for a file-based data load system, load data to a single period or a range of periods. For a single period, enter the file name in the data rule, and then run the rule for a single period. To load multiple periods, create a file for each period, and then append the period name or period key to the file name. When the rule is executed for a range of periods, the process constructs the file name for each period, and uploads the appropriate data to the POV.

To define the data load details for a file-based source system:

1. In Name, enter the data load rule name.
2. In Category, select a category.

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

3. Optional: In Description, specify a description of the data load rule.
4. Optional: If the target system is a Planning application, from the Target Plan Type drop-down, select the plan type of the target system.

   Data Management currently supports data loads 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 you create more than two custom plan types, then you cannot support a data load to all four applications.

   If the target system is Financial Consolidation and Close, from the Target Cube drop-down, select the data load cube type.

   Available options:

   • Consol
   • Rates
5. Optional: In Import Format, if the file type is a multiple period text file (with contiguous periods, or noncontiguous periods), select the import format to use with the file so you can override the import format. For example, specify an import format for single and multiple period data rules, which enables you to load single or multiple period files from the same location. In this case, the import format selected must have the same target as the location selected in the POV. If the import format is unspecified, then the import format from the location is used.

   The starting and ending periods selected for the rule determine the specific periods in the file when loading a multiple period text file.

   In the file, when amounts are unavailable for contiguous periods, then you can explicitly map the respective amount columns to required periods in the data rule in Data Load Mapping. When you execute the rule, the data is loaded to the periods as specified by the explicit mapping.

6. Optional: Enter a description.
7. If necessary, select the Source Options and add or change any dimensional data.
8. Click Save.