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Before you Begin
This 60-minute tutorial shows you how to set up and configure Data Management to load and calculate incremental Workforce data. The sections build on each other and should be completed sequentially.
Background
If after loading an entire data set into Workforce you need to import new records and update some existing records, you’ll need to run calculations on the new and updated records. For example, your organization requires daily loads for updated existing employee data from your Human Resources system due to frequent changes in the planning cycle.
With Workforce, Data Management, and Groovy Rules, you can set up a data load process that:
Compares
a source data file with a previous version of that file
Identifies new or changed records
Loads only records that are new or have changed since the last load
Runs the Workforce rule that calculates the new and updated data
Data Management enables you to work with the following EPM Cloud services:
Planning Modules
Planning
Financial Consolidation and Close
Account Reconciliation
Profitability and Cost Management
Tax Reporting
Oracle Strategic Workforce Planning Cloud
Whenever you load data from Data Management, to copy data to future periods, you must select one of these Workforce rules:
Your Objective
Add this Workforce Rule
Apply entity defaults for additional
earnings, benefits and taxes and calculate
compensation based on the component
definition and rates that are set in the
Benefits and Taxes Wizard.
Copy changed data (employee/job
properties or any change in salary) to
future periods in the Year Range.
OWP_Incremental Process Data with
Synchronize Defaults
Load compensation assignments for
additional earnings, benefits, and taxes
and calculate compensation based on the
rates in the data load file.
Copy changed data (employee/job
properties or any change in salary or
compensation assignments) to future
periods in the Year Range.
OWP_Incremental Process Data with
Synchronize Definition
Note:
If you want to apply the rates from the Benefits and Taxes Wizard, then load only component assignments. Don't provide rates in the data load file.
In this tutorial, you load Workforce data using the Incremental File Adapter in Data Management.
What Do You Need?
An EPM Cloud Service instance allows you to deploy and use one of the supported business processes. To deploy another business process, you must request another EPM Enterprise Cloud Service instance or remove the current business process.
Have Service Administrator access to an EPM Enterprise Cloud Service instance. The instance should not have a business process created.
Have access to a text editor such as Notepad or Notepad++.
Note:
If you run into migration errors importing the snapshot, re-run the migration excluding the HSS-Shared Services component, as well as the Security and User Preferences artifacts in the Core component. For more information on uploading and importing snapshots, refer to the Administering Migration for Oracle Enterprise Performance Management Cloud documentation.
Setting up the Foundation
Assigning Values to User Variables
User Variables were added when the business process was created. User variables act as filters in forms, enabling planners to focus only on certain members. In this section, you set values for user variables.
On the home page, click (Navigator), and under Tools, click User Preferences.
Under Preferences, click User Variables.
For each variable, click its (Member Selector) to select a member as the variable's value:
User Variable
Member
Infolet Entity
Sales US
Currency
USD
Entity
Sales US
Reporting Currency
USD
Scenario
Plan
Version
Working
Years
FY21
Expense Account
Total Travel and Entertainment Expense
Expense Drivers
Travel and Entertainment Expense Drivers
Product Line
Smart Phone 4 in
Verify your selections and click Save.
At the information message, click OK.
Minimize Planning.
Reviewing the Data Source Files
Review contents of the EmpData01.txt and EmpData02.txt source files using your text editor.
EmpData01.txt
The data source file contains 168 records, which represents eight (8) rows per employee. 21 employee records will be loaded into Workforce.
The data source file contains records for a new employee (Dennis Ross) and updated records for two (2) previously loaded employees (Anthony Cooper and Michelle Ryan).
In this section, you review and modify the EPBCS target application, and then register a data source that uses the incremental file adapter.
Verifying the Target Planning Application
Return to Planning.
Click (Navigator), and under Integration, click Data Management.
In Data Management, click the Setup tab.
Under Register, click Target Application.
The EPBCS target application is listed.
Select EPBCS, and in Application Details, click the Application Options tab.
You'll be modifying selections for Load Method and Purge Data File.
For Load Method, click (Select).
In Select Property Value, select All data types with security and click OK.
For Purge Data File, click (Select).
In Select Property Value, select No and click OK.
In Target Application, click .
An information message is displayed at the top of the page.
Registering a Data Source using the Incremental File Adapter
Click and select Data Source.
For Source System, select Incremental File.
In the Select dialog, expand Home and select inbox.
Click Upload.
In Select a file to upload, click Choose File.
Note:
Depending on your browser, the button label may display Choose File or Browse.
Locate and select EmpData01.txt.
In Select a file to upload, click OK.
In the File list, make sure that EmpData01.txt is selected and click OK.
Verify your source system selections and click OK.
Click .
The EmpData01 target application is listed and displayed with generic dimension details.
In Dimension Details, for the Target Dimension Class of the Account dimension, click (Select).
From the list of Target Dimension Classes, select Account and click OK.
Repeat steps 11 and 12 for the rest of the dimensions based on the following:
Dimension Name
Target Dimension Class
Value
Data
Property
Property
Version
Version
Project
Project
Job
Job
Employee
Employee
Entity
Entity
Verify your selections and click .
Defining Integration Settings
In this section, you configure integration components used in the data load.
Modifying the EPBCS Import Format
On the left page, under Integration Setup, click Import Format.
The EPBCS Import Format is displayed.
Make sure that the EPBCS Import Format is selected.
In Details, for File Type, select Delimited - All Data Type.
Click .
Defining an Import Format
Click .
For Name, enter WFPLoad.
For Source, click (Select).
In Search and Select, click Reset, then Search.
A list of registered source systems and target applications is displayed.
Select EmpData01 and click OK.
For File Type, select Delimited - All Data Type.
For Target, verify that EPBCS is selected.
For File Delimiter, verify that Comma is selected.
Verify your selections and click .
After saving your import format, the Mappings section is displayed.
In WFPLoad: Mappings, for Source Column, assign the following dimensions:
Source Column
Target
Account
Account
Value
Data
Employee
Employee
Entity
Entity
Job
Job
Project
Project
Property
Property
Version
Version
Your mappings should display as:
Click .
Modifying the EPBCS Location
On the left pane, under Integration Setup, click Location.
The EPBCS location is listed.
Make sure EPBCS is selected.
In EPBCS: Details, set the Functional Currency to USD.
Click .
Defining a Location
Click .
Enter or select the following details:
Detail
Value
Name
WFPLoad
Import Format
WFPLoad
Functional Currency
USD
Tip:
Click (Select) to use Search and Select to select from a list of options available.
Verify your selections and click .
Mapping Periods
On the left pane, under Integration Setup, click Period Mapping.
You create period mappings between source and target calendars.
You can define period mappings using:
Global Mapping—You define a global mapping in cases where you do not have target applications getting data from source systems with different types of source calendars. Use a global mapping to ensure that various periods are accommodated in the individual mapping.
Application Mapping—You define application mappings if you have integrations between source and target applications with complex period types.
Source Mapping—You define source mappings for adapter-based integrations with different types of calendars between the source and target.
Mapping Categories
On the left pane, under Integration Setup, click Category Mapping.
Category mappings map Scenarios between the source and target system.
Click .
In the added row, enter OEP_Plan in both Category and Target Category.
Click .
Mapping Members
Mapping members allows you to translate source values to valid members in each
target dimension.
In Data Management, click the Workflow tab.
Under Data Load, click Data Load Mapping.
At the bottom of the page, click the EPBCS location.
The location point of view dialog is opened.
Enter or select the following:
POV
Value
Location
WFPLoad
Period
Jan-21
Category
OEP_Plan
Set as Default
Selected
Verify your selections and click OK.
Verify, at the bottom of the page, that the location was updated.
In Data Load Mapping, click the Dimension dropdown list to display options.
You'll need to define mappings for the following dimensions:
Select Account and then click the Like tab.
In the added row, enter the following:
Column
Value
Source Value
*
Target Value
*
Rule Name
Account
Tip:
The dimension name was used as the rule name.
Click .
Perform steps 8 to 10 for the rest of these dimensions:
Data
Employee
Entity
Job
Project
Property
Version
Creating the Data Load Rule
In this section, you define the data load rule you'll execute to complete the data load process.
On the left pane, under Data Load, click Data Load Rule.
At the bottom of the page, verify that the location is set as follows:
Click .
In Details, enter or select the following:
Detail
Value
Name
WFPLoad
Category
OEP_Plan
Period Mapping Type
Default
Import Format
WFPLoad
Target Plan Type
OEP_WFP
Click the Target Options tab.
Verify the following settings:
Load Method: All data types with security
Purge Data File: No
Click .
Assigning the Workforce Rule
In this section, you associate the Workforce rule to the data load rule you defined.
On the top left, click the Setup tab.
Under Register, click Target Application.
Select the EPBCS target application.
In Application Details, click the Business Rules tab.
In the Business Rules tab, click .
In the new row, for Business Rule, enter OWP_Incremental Process Data with Synchronize Defaults.
Caution:
You can copy and paste the rule name listed in this step. The data load will fail if the business rule name is entered incorrectly.
For Scope, select Data Rule.
For Data Load Rule, select WFPLoad.
For Sequence, enter 1.
Click .
Close the Data Management window and return to Planning.
Running and Verifying the Data Load
In this section, you run and verify the data load.
Reviewing the Data Point-of-View
Before running the data load, review the data point-of-view, including the list of existing employees.
In Planning, click (Navigator), and under Workforce, click Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
Click the Existing Employees horizontal tab.
Verify or set the POV to the following values:
Dimension
Member
Version
Working
Entity
Sales US
Currency
USD
Years
FY21
Scenario
Plan
Project
No Project
Tip:
To modify the POV selections and open Member Selector, click the member you want to change. When finished, click (Go) to apply your changes.
Review the data on the form.
Notice that there are only four (4) employees on the form.
Running the Data Load Rule
Click (Navigator), and under Integration, click Data Management.
In Data Management, make sure you are on the Workflow tab.
Under Data Load, click Data Load Rule.
At the bottom of the page, verify that the location is set as follows:
In Data Rule Summary, select the WFPLoad data load rule.
In Source Filters, for Source File, select EmpData01.txt.
Click .
Make sure WFPLoad is selected and click Execute.
In Execute Rule, select the following:
Option
Value
Import from Source
Selected
Export to Target
Selected
Start Period
Jan-21
End Period
Jan-21
Import Mode
Replace
Export Mode
Store Data
Verify your selections and click Run.
At the information message, click OK.
Click Refresh until the status displays a green checkmark.
Viewing Data in the Workbench
On the left pane, under Data Load, click Data Load Workbench.
The Workbench displays fish icons to indicate the status of each step in the integration. When a Workflow step completes successfully, the fish displays as orange. If the step in unsuccessful, the fish displays as gray.
During the data load process, the data is staged in the Workbench prior to loading it to the target system. The results of the last data load are displayed.
At the bottom right of the data grid, the total number of records is listed: 168. This represents eight (8) records per employee. The total number of employees loaded was 21.
Close the Data Management window and return to Planning.
Verifying the Data Load on the Existing Employees Form
In Planning, click (Navigator), and under Workforce, click Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
Click the Existing Employees horizontal tab.
Verify or set the POV to the following values:
Dimension
Member
Version
Working
Entity
Sales US
Currency
USD
Years
FY21
Scenario
Plan
Project
No Project
Tip:
To modify the POV selections and open Member Selector, click the member you want to change. When finished, click (Go) to apply your changes.
Review the data on the form.
Move your cursor over the whitespace above the grid to display menu icons, and then click (Maximize).
Maximize hides the other objects on the workspace, and fills the workspace with the selected form.
There are now 21 existing employees displayed on the form. Data for the four (4) initial employees were updated. Data for 16 more employees were imported.
Click Restore to resize the object to its original size and display the other objects on the workspace.
On the upper right, click (Home).
Running the Data Load using a Second Source File
In this section, you load updated and new employee data using a second source file.
Changes to Anthony Cooper's FTE value from 1.0 to 0.5
Changes to Michelle Ryan's salary rate from $198,000 to $398,000
Modifying and Running the Data Load Rule
Click (Navigator), and under Integration, click Data Management.
In Data Management, make sure you are on the Workflow tab.
Under Data Load, click Data Load Rule.
At the bottom of the page, verify that the location is set as follows:
In Data Rule Summary, select the WFPLoad data load rule.
In Source Filters, for Source file, click (Select).
In the Select dialog, expand Home and select inbox.
Click Upload.
In Select a file to upload, click Browse.
Note:
Depending on your browser, the button label may display Choose File or Browse.
Locate and select EmpData02.txt.
In Select a file to upload, click OK.
In the File list, make sure that EmpData02.txt is selected and click OK.
Verify that the Source File now lists EmpData02.txt.
Click .
With the WFPLoad data rule selected, click Execute.
In Execute Rule, select the following:
Option
Value
Import from Source
Selected
Export to Target
Selected
Start Period
Jan-21
End Period
Jan-21
Import Mode
Replace
Export Mode
Store Data
Verify your selections and click Run.
At the information message, click OK.
Click Refresh until the status displays a green checkmark.
Viewing Data in the Workbench
On the left pane, under Data Load, click Data Load Workbench.
Scroll to review the imported data records.
Close the Data Management window and return to Planning.
Verifying the Second Data Load on the Existing Employees Form
In Planning, click (Navigator), and under Workforce, click Compensation Planning.
From the vertical tabs on the left, click (Manage Employees).
Click the Existing Employees horizontal tab.
Verify or set the POV to the following values:
Dimension
Member
Version
Working
Entity
Sales US
Currency
USD
Years
FY21
Scenario
Plan
Project
No Project
Tip:
To modify the POV selections and open Member Selector, click the member you want to change. When finished, click (Go) to apply your changes.
Review the data on the form:
New employee data for Dennis Ross was loaded
Anthony Cooper's FTE value changed from 1.0 to 0.5
Michelle Ryan's salary rate changed from $198,000 to $398,000
Reviewing Job Details
Click (Navigator), and under Application, click Jobs .
In Jobs, under Recent Activity, locate the last two Incremental Process Data with Synchronize Defaults jobs.
Click the most recent job to display Job Details.
In Job Details,
Notice the Start Time and End Time. It took a few seconds to complete the process.
When the Workforce rule executed, it dynamically generated FIX statements and ran them as separate processes to leverage parallelization. This type of optimized processing helps execute calculations and processes much faster than executing processes in serial.
Click Close.
Optionally, review the job details for the first incremental load.
This 60-minute tutorial shows you how to set up and configure Data Management to load and calculate incremental Workorce data.
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(Navigator), and under Tools, click User Preferences.
(Member Selector) to select a member as the variable's value:
(Select).
.
and select Data Source.
(Manage Employees).
(Go) to apply your changes. 
(Maximize).
(Home).
