Adding Data Load Rules for an Oracle HCM Cloud Data Source Application

Data load rules are predefined during the initialization for the target application. However, if you have added new Oracle Human Capital Management Cloud extracts in the target application, or modified the import format, location, or data load mappings, you can define and execute new data load rules to load the results of the Oracle HCM Cloud extracts to your Oracle Hyperion Workforce Planning application.

You can specify filter values so that only those records that meet selected condition are returned.

Data load rules are defined for locations that have been already set up. 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 to use 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, 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.

   • 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 Import Format, specify the import format based on the file format of the Saved Search application (for example, single column numeric, and multi-column data) that you want to load to the target application.

9. In Calendar, select the source system calendar.

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

11. Optional: Select the Source Filters tab to apply filter conditions to the source Oracle HCM Cloud data source application.

    For example, you can filter legislative data groups to a specific group. For more information, see Creating an Oracle HCM Cloud Data Source Application.

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

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

    See Creating Custom Options.

14. Click Save.

15. 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.

16. From Workflow, under Monitor, select Process Details.

17. Verify the status of the data load.

    A green check mark indicates that the transfer was successful.

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