Downloading an Excel Template (Mapping Template)

In Data Load Mapping using the import feature, you can select and import an Excel mapping, and specify whether to merge or replace the mappings. Excel mapping templates with correct formatting are included in the EPM_ORACLE_HOME/products/FinancialDataQuality/templates directory.

The mapping template also includes a macro script that pulls Oracle Hyperion Financial Management dimensions directly from the target application to which you are connecting.

You must upload the Excel template to the Data Management server, and then pick the excel file as the file to load in the data load rule, or when prompted by the system if the file name is left blank. The system determines if the file being processed is an Excel file, and then reads the required formatting to load the file.

When working with a mapping template in Excel:

• Do not have any blank lines in the map template.

• You can insert lines in the template, but you must keep new lines in the designated area.

• Each template supports a single dimension.

To download an Excel template:

1. On the Workflow tab, under Data Load, select Data Load Mapping.
2. Select the All Mapping tab.
3. In the Import drop-down, select Download Excel Template.

   A Maploader.xls file is downloaded. Copy or save the file to your hard drive.

4. Open the Maploader.xls file.
5. Select the Map tab.
6. Enter the Location in cell B1, Location ID in cell B2, and select the dimension from the Dimension drop-down in cell B3.
7. Complete the following column fields:
   1. In Source, enter the source dimension value.

      You can specify wildcards and ranges when entering the source dimension.

      • Wildcards for unlimited characters—Use asterisks (*) to denote unlimited characters. For example, enter 548* or *87.8.

      • Wildcards for single character place holders—Use questions marks (?) to denote single character place holders. For example,

        • 548??98

        • ??82???

        • ??81*

      • Range—Use commas (,) to denote ranges (no wildcard characters are allowed). For example, specify a range as 10000,19999.

        (This range evaluates all values from 10000 to 19999 inclusive of both start and end values.)

        In this case, Data Management considers all values from 10000 to 19999 to include for both start and end values.

      • In map—Use commas (,) to separate entries (no wildcard are characters allowed). You must have at least three entries or the map shows as a between map. For example, specify an In map as 10,20,30.

      • Multi-Dimension map—Use #MULTIDIM to indicate its multidimensional mapping. Enter the DIMENSION NAME=[VALUE] and the value. The value follows the logic as wildcard, range, and In map. In the following example the search criteria are all accounts starting with 77 and UD1 = 240. For example, #MULTIDIM ACCOUNT=[77*] AND UD1=[240].

   2. In Source Description, enter a description of the source value.
   3. In Target, enter the target dimension value.
   4. In Change Sign, enter True to change the sign of the Account dimension. Enter False to keep the sign of the Account dimension. This setting is only used when mapping the Account dimension.
   5. In Data Rule Name, enter the data rule name when the mapping applies to a specific data rule name.

      Note:

      If you are adding an Explicit mapping, the rule name must equal the source value.