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. Working with Import Formats

Working with Import Formats

The import format enables you to set up the integration mapping between the Oracle Enterprise Performance Management Cloud dimensions and Budgetary Control dimensions. Note that Budgetary Control does not have a "Scenario" dimension.

When you select the source and target, Data Management populates the source and target columns automatically.

You work with import formats on the Import Format screen, which consists of three sections:

  • Import Format Summary—Displays common information relevant to the source and target applications.

  • Import Format Detail—Enables you to add and maintain import format information.

  • Import Format Mappings—Enables you to add and maintain import format mapping information.

To add an import format for a Planning based source:

  1. On the Setup tab, under Integration Setup, select Import Format.

  2. In the Import Format summary task bar, select Add.

    In the upper grid of the Import Formats screen, a row is added.

  3. In Name, enter a user-defined identifier for the import format.

    You cannot modify the value in this field after a mapping has been created for this import format.

  4. In Description, enter a description of the import format.

  5. In Source, select the EPM Cloud source application from the drop down.

  6. In Target, select the Budgetary Control application.

  7. Select the Import Format Mapping section.

    The target dimensions are automatically populated.

  8. From Source Column, specify dimensions in the source Planning that correspond to the dimensions in the target Budgetary Controlapplication.

    The Source Column drop-down displays all EPM Cloud source system segments available for the Planning application.

    Note:

    Arbitrarily map the "Control Budget" Budgetary Control dimension to the "Account" Planning dimension. Without a mapping to the Control Budget, the import process fails.

  9. Optional: In Expression add any import expressions.

    Data Management provides a set of powerful import expressions that enable it to read and parse virtually any file into the Data Management database. You enter advanced expressions in the Expression column of the field. Import expressions operate on the value that is read from the import file.

    For more information, see Adding Import Expressions.

  10. Click Save.