For More Information

For more information, see the following sections in Administering Data Management for Oracle Enterprise Performance Management Cloud .

Defining Category Mappings

When you create the application, a default Category mapping is created to map the Scenario dimension to a Data Management category. To update the default mapping, see Administering Data Management for Oracle Enterprise Performance Management Cloud .

Defining Periods

When you create the application, a default Period mapping is created based on the Period for the application. To update the default mapping, see Administering Data Management for Oracle Enterprise Performance Management Cloud .

Creating Data Load Mappings

See Administering Data Management for Oracle Enterprise Performance Management Cloud for information on the following topics:

  • Creating Mappings Using the Explicit Method

  • Creating Mappings Using the Between Method

  • Using Special Characters in the Source Value Expression for Like Mappings

  • Using Special Characters in the Target Value Expression

  • Ignoring Member Mappings

  • Importing Member Mappings

  • Exporting Member Mappings

Defining Data Load Rules

After you define data load mappings, you define data load rules for the application. Data load rules are defined for locations.

See Administering Data Management for Oracle Enterprise Performance Management Cloud for information on the following topics:

  • Creating the Data Load Rule

  • Defining the Data Load Rule Details

  • Defining Data Load Rule Details for a File-Based Source System

Managing Data Load Rules

After data load rules are created, you can edit, run, or delete them.

See Administering Data Management for Oracle Enterprise Performance Management Cloud for information on the following topics:

  • Editing Data Load Rules

  • Running Data Load Rules

  • Checking the Data Load Rules

  • Deleting Data Load Rules

Using the Data Load Workbench

Data Load Workbench enables you to perform the data load processes interactively from sources in Data Management. In addition, users can view and review the data imported from the source system.

Key features include:

  • Interactive Load Process with options for import and export (a 4-step wizard that performs import, validate, export, and check)

  • Provision to view Source (All)/Source (Mapped)/Target/Source and Target values

  • PTD YTD Value display for ready reference

  • Display options for Valid, Invalid, Ignored, and All Data

  • Online and Offline Load process

  • Export to Excel

  • Drill through to source from the Data Load Workbench

For more information, see Administering Data Management for Oracle Enterprise Performance Management Cloud .

Integrating Oracle Financials Cloud Data in Planning

Data Management facilitates data loading and write-back between a Oracle Financials Cloud application and a Planning application. Oracle Financials Cloud users who specialize in general ledger and commitment control operations can use Planning as a financial planning application. Users can generate a trial balance in the Oracle General Ledger application, and then pick that file up and load it to Planning using a few simple constructs in Data Management. In addition, data from Planning can be written back to the Oracle Financials Cloud. Both processes are supported using the WebCenter Content Management for the Cloud business process with data provided by both Oracle General Ledger and Planning.

For more information, see Administering Data Management for Oracle Enterprise Performance Management Cloud .

Process Description

At a high level, the steps for integrating data in Planning:

  1. Create an application that includes the dimensions to which to map General Ledger balances. See Creating a Planning Application.

  2. Extract the General Ledger file from Oracle Financials Cloud and move it to the application. See "Extracting the General Ledger File" in Administering Data Management for Oracle Enterprise Performance Management Cloud .

  3. Register and configure a source connection for the General Ledger file. See "Configuring a Source Connection in Data Management" in Administering Data Management for Oracle Enterprise Performance Management Cloud .

  4. Load data from the General Ledger file to the application. Then after mapping data to the application dimensions, write back the data to Oracle Financials Cloud. See "Writing Back to the General Ledger" in Administering Data Management for Oracle Enterprise Performance Management Cloud .

  5. Optionally, you can extract the data from the integrated application to create a custom target application. See "Extracting the Integrated EPM Cloud and Oracle General Ledger Data to a Flat File" in Administering Data Management for Oracle Enterprise Performance Management Cloud .