Integrating File-Based Data Process Description

At a high level, this is how you import a file, whether it is a fixed width file or a delimited file, to an Oracle Enterprise Performance Management Cloud application:
  1. Register the file-based source system from which you want to import data.

    See Configuring a Source Connection.

  2. Register the target application (for example, a Planning application) to which you want to load the data from one or more file-based source systems.

    For more information, see Registering Target Applications.

  3. Create an import format based on the source type that you want to load to the target application.

    The import format defines the layout of source data.

    For more information, see Defining Import Formats for File-Based Mappings.

    For more information, see Concatenating Source Dimensions for a File-Based Source.

  4. Define the location to specify where to load data.

    For more information, see Defining Locations.

  5. Define any periods.

    You define period mappings to map your source system data to Period dimension members in the target application. You can define period mappings at the Global, Application, and Source System levels.

    For more information, see Defining Period Mappings.

    For information on loading multiple periods for file-based data, see Loading Multiple Periods for EPM Cloud or File-Based Source Systems.

  6. Define any categories to map source system data to target Scenario dimension members.

    For more information, see Defining Category Mappings.

  7. Define data load mapping to map source dimension members to their corresponding target application dimension members.

    You define the set of mappings for each combination of location, period, and category to which you want to load data.

    For more information, see Creating Member Mappings.

  8. Define a data load rule for a specific location and category. The data rule determines the data imported from the source system.

    For more information, see Defining Data Load Rule Details for a File-Based Source System.

    You check the box labeled "import from source" so that you can look at the data and the mapped results in the workbench prior to loading the data from the source system. After everything is confirmed, additional data imports can be loaded to the workbench and exported to the EPM Cloud application in the same step.

  9. Execute the data load rule to define the options for running the data load rule.

    You can execute the data load rule for one or more periods. You then verify that the data was imported and transformed correctly, and then export the data to the target application.

    See the following data load rule topics: