Defining Advanced Data Maps

When member names don't match in the source and target, or when mapping to or from multiple dimensions to or from a single dimension, you must define an advanced data map.

Click Map in a mapping row to define the advanced mapping.
For example, you might want to map multiple accounts from Planning into a single account in Strategic Modeling.

The Edit Data Map page lets you define mapping on each tab. Tabs include Basic Info, Source Selection, Target Selection, a tab for each mapped dimension, and if they exist, Unmapped Source and Unmapped Target dimensions.

The Source Selection and Target Selection tabs contain a superset of the details to be mapped on the other tabs.
Click a tab to define the mapping details. For each dimension, the Source members are listed.
- For each Source member where the member names between source and target are different, add the Target member. (Target members must be level zero members in the hierarchy).
- If you've already excluded members, they are listed in the Source Selection tab, in the dimension(Excluded) column.
- To exclude members from the data map, in the Source Selection tab, click the column header for the dimension you want to exclude a member from, click Add Exclusion , and then in the dimension(Excluded) column, define the members to exclude.
  - If you exclude a member that is already mapped, click the tab for the dimension and update the mapping for the member.
  - To remove a member from the Excluded list, select the member and then press the Delete key. If you remove a member from the Excluded list, click the tab for the dimension and add the mapping for the member.
  - To remove the exclusion, click the column header for the dimension and then click Remove Exclusion .
- Specify an operator if required. The default operator is +.
  The operator for a row defines the operation to use for the current row.
  
  For example, to have multiple accounts from the source aggregate and map to a single account in the target, add a row for each member in the source, each mapped to the same target member. By default, the + operator for each row defines the aggregation.
  
  Or, you might want to map multiple periods in a cube (Jan through Dec) to a single time period in a Model (2018).
- You can Copy Rows or Paste Rows or copy and paste data from one tab to another.
- Add as many rows as needed to define all the members to map. Click Insert Row to add a mapping definition between a source and target member.
- If needed, click Delete Invalid Entries to clear any mapping rows where the source is invalid and clear any invalid target members.
When mapping from multiple dimensions to a single dimension, for example from Years and Period in Planning to Time in Strategic Modeling, the Edit Data Map page is populated the all the possible source combinations. Select the corresponding target members for each source combination you need.
If you've defined any exclusions, the excluded members are not listed.

If there are some source combinations you don't need to map to, select the row and then click Delete Row . This source combination will not be automatically populated again if you return to the Edit Data Map page.

If you later want to see the deleted source combinations, click Populate Detailed Mappings . The Edit Data Map page is updated to show all possible source combinations.
Click Done.

Note the following about mapping members:

When member names in source and target match and are automatically mapped, they are not listed on the Mapping Details page.
You can only select target members that are listed on the Target Selection tab. If you need a different member, return to the Data Maps page and select it from the Target member list. (If you didn't enter members on the Data Maps page, you're not restricted in this way.)

To simplify defining an advanced data map, you can export the data map definition to Excel, edit the data map template in Excel, and then import it. See Using Microsoft Excel to Define Advanced Data Maps.