1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integrating Data
  3. Integrating Budgetary Control
  4. Writing Back EPM Cloud Budget Balances to the Budgetary Control Process Description
  5. Adding Data Load Rules
  6. Adding Filters for Data Load Rules

Adding Filters for Data Load Rules

For data rules used to write back budget from a Planning application to the Budgetary Control, use filters to limit the results.

Data Management automatically creates filters when a rule is created. You can modify the filters as needed but cannot delete them. (If the filters are deleted, Data Management recreates the default value.)

When working with filters to write back budget from Planning to Budgetary Control, note the following:

  • For Planning dimensions mapped to Budgetary Control dimensions that correspond to control budget segments such as "Account," specify members that correspond to budget segment values that are either at or below the control budget level as defined in Budgetary Control for the particular control budget to be written back. For ease of use, it is recommended that you select members from the level 0 descendants from these Planning dimensions and let Budgetary Control roll up to the appropriate budget level segment values during the write back process. Do not specify members from multiple levels.
  • For the Planning dimensions that are not mapped to the Budgetary Control dimensions, such as "Version" and "Scenario," specify a single member, such as the "Final" version and "Plan" scenarios.

To assign a filter to the data load rule:

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

  2. Select the data load rule to which to add a filter.

  3. Select the Source Options tab.

    Source Options tab of the Data Load Rule screen.

  4. In the Source Filters area, click Add button.

  5. Select the Dimension Name.

  6. In Filter Condition specify the filter condition:

    • Enter a member name or filter condition in the Filter Condition text box.

    • Click Image shows Ellipsis button to display the Member Select screen and select a member using the member selector. Then, click OK.

    The Member Selector dialog box is displayed. The member selector enables you to view and select members within a dimension. Expand and collapse members within a dimension using the [+] and [-].

    The Selector dialog box has two panes—all members in the dimension on the left and selections on the right. The left pane, showing all members available in the dimension, displays the member name and a short description, if available. The right pane, showing selections, displays the member name and the selection type.

    You can use the V button above each pane to change the columns in the member selector.

    Note:

    Assign filters for dimensions. If you do not specify an appropriate level of members, even summary members are retrieved, and this results in an overstatement.

    To use the member selector:

    1. In the list of available dimensions and members on the left, select a member and click Select button.

    2. To deselect a member from the list of members, click Deselect button..

    3. To add special options for the member, click Add Special button. and select an option.

      In the member options, "I" indicates inclusive. For example, "IChildren" adds all children for the member, including the selected member, and "IDescendants" adds all the descendants including the selected member. If you select "Children", the selected member is not included and only its children are included.

      The member is moved to the right and displays the option you selected in the Selection Type column. For example, "Descendants" displays in the Selection Type column.

      Tip:

      To clear all members from the list of selections, click Deselect All button..

    4. Click OK twice to continue defining the source filter details.

    The selected member is displayed in Oracle Essbase syntax in the Filter Condition field.