Adding Data Load Rules

After you define member mappings for the location, define data load rules for budgets units in your source system to extract the data from the Oracle Enterprise Performance Management Cloud application and push it to Budgetary Control.

Data load rules are defined for locations that you have already set up and are specific to locations. You can create multiple data load rules. For example, you can create one rule for writing back original budget and another rule for the revised budget, instead of keep revising the same rule for a different occasion.

The data load rule is created once, but used each time there is a transfer.

To create a data load rule:

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

2. From the POV bar, select the location, period, and category corresponding to the EPM Cloud Scenario from which the budget is written back.

3. Click Add.

4. In Name, enter the name of the data load rule.

5. In Description, enter a description to identify the data load rule when you launch the transfer.

6. In Category, leave the default category value.

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

7. 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.

     Typically, choose the default period mapping type for writing back to Budgetary Control.

   • 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.

8. In Source Plan Type, select the plan type of the EPM Cloud application source from which to write back.

9. In Source Options, specify and dimensions and filters.

   See Adding Filters for Data Load Rules.

10. In Source Parameters, specify any additional parameters associated with the write-back.

    See Defining Source Parameters for Planning and Essbase.

11. In Target Options, select a Source Budget Type to match that of the control budget to which budget is written back.

    Select EPM Financials module versus Hyperion Planning based on the source budget type classification of the control budget.

12. Execute the data load rule.

    See the following data load rule topics:

    • Edit data load rules—See Editing Data Load Rules.

    • Run data load rules—See Running Data Load Rules.

    • Delete data load rules—See Deleting Data Load Rules.

    • Schedule data load rules—See Scheduling Data Load Rules.

      Note:

      When selecting the Execute Rule submission parameters, always choose Replace as the Import Mode for writing back to the Budgetary Control.

    • View data load rules before executing them—See Using the Data Load Workbench.

    • Check the data rule process details—See Viewing Process Details.

13. On the Workflow tab, under Monitor, select Process Details.

14. Verify the status of the data load.

    A green check mark indicates that the transfer was successful.

15. To verify the results of the transfer, on the Workflow tab, under Data Load, select Data Load Workbench.