Adding a New Data Load Rule

To extract budget data from your Planning and Budgeting, you need to define a data load rule within a specific Point of View.

To add a new data load rule:

1. In your Planning and Budgeting environment, click the Navigator icon . Then, under Integration, click Data Management.

2. On the Workflow tab, under Data Load, click Data load Rule.

3. In the Point of View bar at the bottom of the page, click the link next to Location to specify the Point of View:

   1. Click to select the location you created in Adding a New Location.

   2. Make any other necessary changes, and click OK.

4. In Data Rule Summary, click the Add icon .

5. In Details, do the following:

   1. In the Name field, enter a unique name for this data load rule.

   2. From the Category list, select the required category.

   3. From the Source Plan Type list, select the required source plan type.

   4. Click the Target Options subtab.

   5. As the Download File Name value, enter the name of the CSV file that the data load role should generate and store in Inbox/Outbox Explorer.

      Note:

      If you want to use the predefined NSPB - Import Budget Data Using DM post-processing plug-in, enter the following file name:

      nspbcsBudgetDm.csv

      The file name must match exactly, including upper and lower case.

6. Click Save.

For general information and additional setup, see the Oracle Help Center topic Adding Data Load Rules.

Related Topics

Budget Data Import Using Data Management

Creating a Target Application

Adding the Import Format

Adding a New Location

Adding Data Load Mapping

Executing the Data Load Rule

General Notices