1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integrating Data
  3. Integrating Budgetary Control
  4. Loading Budgetary Control Budget Consumption Balances to the EPM Cloud Process Description
  5. Working with Import Formats

Working with Import Formats

The import format enables you to set up the integration mapping between the Budgetary Control (Budget Chart of Accounts) segments and Oracle Enterprise Performance Management Cloud dimensions.

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 Budgetary Control 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 Data Management source application from the drop down.

  6. In Target, select the Budgetary Control application.

  7. Go to the Import Format Mapping section.

    The target dimensions are populated automatically.

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

    Note:

    For Planning dimensions that cannot be mapped from a Budgetary Control dimension, such as the "Version" and "Plan Element" dimension in a Planning application, leave them unmapped. You can specify a single member for those unmapped Planning dimensions later in Data Load Mappings.

  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.