Adding Data Load Rules

After you define member mappings for the location, define and execute data load rules to push budget consumption from the Budgetary Control to the Oracle Fusion Cloud Enterprise Performance Management application.

Data load rules are defined for locations that you have already set up. Data load rules are specific to locations. You can create multiple data load rules for a target application so that you can import data from multiple sources into a target application.

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 Cloud EPM scenarios to which to load data for the data load rule.

   Data load rules are processed within the context of a point of view. The default point of view is selected automatically. The information for the point of view is shown in the POV bar at the bottom of the screen.

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, select the category that corresponds to the Scenario dimension member in the Planning application to which the Budgetary Control consumption amounts are loaded, the one you created in the Defining Category Mapping step above.

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.

     Select Default period mapping type for loading consumption amounts to the Planning application.

   • Explicit—The Data Rule uses the Explicit period mappings defined in Data Management to determine the source GL 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. Click Save.

9. In Target Plan Type, select the plan type of the target to which you want to load budget.

10. Select Source Options to specify and dimensions and filters.

    See Adding Filters for Data Load Rules.

11. Optional: Select Target Options to specify any target options.

    See Defining Application Options for Essbase.

12. Optional: Select Custom Options to specify any free form integration information.

    See Creating Custom Options.

13. 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.

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

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

14. From Workflow, under Monitor, select Process Details

15. Verify the status of the data load.

    A green check mark indicates that the transfer was successful.

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