Include Reconciliation and Reporting Information
You can include reference attributes for your spreadsheet rows.
They enable you to record reference data for the spreadsheet row, which could include values already supplied on the spreadsheet row, or source-system information, such as the database-table name, column names, and attribute values from the source system. The Object Status page within the Import and Load Data interface, displays the reference values supplied against your spreadsheet row. You can create OTBI reports to include these values using the HCM Integrations Real Time subject area. The reference names and values are available in the Imported Objects sub-folder within the HCM Data Loader folder.
For example, when loading element entries, you may want to filter and reconcile by the assignment number, element name and amount. This would then allow you to filter by the assignment number and element name, to check the status of the element entry, while reviewing the amount specified for the element entry.
To add a reference attribute to your spreadsheet template:
- On the Data Exchange work area, select Spreadsheet Templates.
- Search and click the name of the template to edit.
- On the Design Tab, click the Add Reference Attribute icon on the Selected Attributes panel toolbar.
- Specify which of the 10 reference attributes you want to use and define a reporting name, which will be passed to HCM Data Loader and a column heading to display in the spreadsheet if the attribute is visible.
- Optionally configure a default value. For example, you can default the value of the reference attribute to the value of another selected attribute in the template, such as Assignment Number, or Element Name.
- Click OK.
You aren't restricted to the values you supply as there is no validation of these attributes. The data supplied to them is stored only in the staging tables. It is not saved to the application tables.
Non-reference attributes specific to the object hierarchy are stored in anonymous stage table columns. It's not possible to retrieve the specific attribute information. Reference attribute values are visible on the Import and Load Data user interface, available in HCM Extracts and OTBI. Using the reference attributes, you can easily create reconciliation reports to filter and report on the attribute values required for your use case.