1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integration Tasks
  3. Loading Data
  4. Managing Data Load Rules
  5. Running Data Load Rules

Running Data Load Rules

Run the data load rule to load updates and push the data into the target application. When you submit a data load rule, specify the data extract options.

Data Load Rules can be executed by selecting one of the methods below:

  • Execute command on the Data Load Rule screen.

  • Import Source option in the Data Load Workbench option.

  • Executing a batch. See Executing Batches.

When a data load rule is run, Data Management loads the data, and creates a drill region (optional), which enables users to drill through to the source data.

Note:

In Financial Consolidation and Close for YTD data loads, data is stored in Periodic view. In this case, the user must select this option so that a "pre-processing" is done to convert the YTD data from the file to periodic data for loading purpose.

When you run a data load rule, you have several options:

Note:

When a data load rule is run for multiple periods, the export step occurs only once for all periods.

  • Import from Source—Data Management imports the data from the source system, performs the necessary transformations, and exports the data to the Data Management staging table.

    Select this option only when:

    • You are running a data load rule for the first time.

    • Your data in the source system changed. For example, if you reviewed the data in the staging table after the export, and it was necessary to modify data in the source system.

    In many cases, source system data may not change after you import the data from the source the first time. In this case, it is not necessary to keep importing the data if it has not changed.

    When the source system data has changed, you need to recalculate the data.

    Note:

    Oracle E-Business Suite and source imports require a full refresh of data load rules. The refresh only needs to be done once per chart of accounts.

  • Export to Target—Exports the data to the target application.

    Select this option after you have reviewed the data in the staging table and you want to export it to the target application.

Note:

Select both options only when the data has changed in the source system and to export the data directly to the target application.