Creating a Target Application

To start implementing the budget data import using a data load rule, you need to create a target application in Data Management.

To create a target application:

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

2. On the Setup tab, under Register, click Target Application.

3. In Target Application Summary, click the Add icon , and then select Local.

4. In the Select Application popup window, do the following:

   1. Select the Data Export to File type.

   2. In the Select popup window, do the following:

      1. Click Upload to locate a source file on your disk. This should be a simple CSV file with column headers ordered as you want them to be generated.

         For example, if you want to use the predefined NSPB - Import Budget Data Using DM post-processing plug-in, the CSV file should look exactly as follows:

         

      2. Select the source file on your disk, and click Open. Then, click OK.

      3. Select the uploaded source file. Then, click OK to proceed with the target application creation.

   3. In the Prefix field, enter a prefix to give the target application a unique name.

   4. Click OK.

      This lists the column headers from the source file in Dimension Details.

5. In Dimension Details, make the following changes in the Target Dimension Class column, if applicable to your use case:

   • For the Period dimension, select Period.

   • For the Years dimension, select Year.

6. Click Save.

   This registers your target application in Data Management.

For general information and additional setup, see the Oracle Help Center topic Creating a Data Export File.

Related Topics

Budget Data Import Using Data Management

Adding the Import Format

Adding a New Location

Adding a New Data Load Rule

Adding Data Load Mapping

Executing the Data Load Rule

General Notices