Integrating Dimension Metadata from Oracle Engagement Cloud with Sales Planning
You can extract dimension metadata from Oracle Engagement Cloud and import it into Sales Planning for use with Quota Planning.
There are several methods for integrating your Quota Planning data and metadata with Engagement Cloud. For example, you can use Data Integration or the metadata import in Sales Planning.
This topic gives an overview of how to export data from Engagement Cloud using Oracle BI, and then import the data to Sales Planning using Data Integration.
For details on using Data Integration, see Administering Data Integration for Oracle Enterprise Performance Management Cloud.
- In Oracle BI, create a report that returns the dimension members you want to export for loading into Sales Planning.
- In Engagement Cloud, navigate to Reports and Analytics, click Browse Catalog, select the report, and then export the file in CSV format.
- Import the data to Sales Planning:
- From the Home page, click Application, then Data Exchange, and then Data Integration.
- In Data Integration, import the file. See Integrating Metadata from the Oracle ERP Cloud in Administering Data Integration for Oracle Enterprise Performance Management Cloud for details.
- After running the data load rule, make sure to refresh the outline.
- In Sales Planning, verify that the new members were loaded.
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