Loading the Data Import File

To import the data file:

  1. On the Home page, click Applications, and then click Overview.
  2. On the Application screen, click the Overview tab, and then from Actions, select Import Data.
    Select Import Data from the Application overview
  3. On the Import Data screen, click Create. A second Import Data screen is displayed.
    Import Data screen
  4. Under Location, select the location of the data import file:
    • Local—Imports the data import file from a location on your computer.
    • Inbox —Imports the data import file from the server.
  5. For Source Type, select the data source type:
    • Planning
    • Essbase
  6. For File Type, select an option:
    • Comma delimited
    • Tab delimited
    • Other—Enter the delimiter character that is used in the import file. For a list of supported delimiter characters and exceptions, see Other Supported Delimiter Characters.

      Note:

      If you have selected Essbase as Source Type, you do not get to see this option. You will instead have an option to select Cube for which you would like to load the data in Essbase format.
  7. Select the Import Mode:
    • Merge - Use this option to overwrite the data in the application with the data in the load file. Each record in the data load file is imported into the cell, replacing the old value, if any.
    • Replace - Use this option to replace data in the application. In Replace mode, before the first record for a specific Scenario/Year/Period/Entity/Mapped Data Source is encountered, the entire combination of data for that Scenario, Year, Period, Entity, and Mapped Data Source is cleared, whether manually entered or previously loaded.
    See also: Importing Modes and Accumulation Types and Importing Mode and Accumulation Type Examples
  8. Select the Accumulation Type - Select one of these options to accumulate the data in the application with the data in the load file:
    • None - Each record in the data import file replaces the existing value in the database for the record.
    • With Database - The data is added to the existing value of the cell.
    • Within File - The system accumulates the cell values that are within the file.
    See also: Importing Modes and Accumulation Types and Importing Mode and Accumulation Type Examples
  9. Select the source file: Under Source File, browse to select the source file, and then click Update.
    • If you selected Local, click Browse to navigate to the file.
    • If you selected Inbox, enter the name of the file in Source File.
  10. From Date Format, select the format that you want to use.

    Note:

    If you have selected Essbase as Source Type, you do not get to see this option. Instead, you will have an option to select the Delimeter (Space or Tab) used in the load file.
  11. From Missing Data Label, specify how you want missing values to display in forms. Enter an alphabetic value that does not exceed 16 characters. You may begin the value with a # (number sign). If no value is entered, the system defaults to #MISSING.

    Note:

    If you're using a data import file that's based on a template (in other words, you ran the export data process in your business process and you're using the exported file as a template), this label must match the Missing Data Label that was defined during data export. See Exporting Data

    Note:

    If you have selected Essbase as Source Type, you do not get to see this option. Instead, you will have an option to stop processing if any error occurs by selecting Stop In Case of Error .
  12. Under Last Import, review the date of the previous import. If this is the first time, a message is displayed to advise that there is no data to display.
  13. Optional: If the selected location is Inbox, click Save as Job to save the import operation as a job, which you can schedule to run immediately, or at a later time.
  14. Optional: If the selected location is Local, click Validate to test whether the import file format is correct.
  15. Optional: Before beginning the import, review the selected options.

    Note:

    When importing data, no validation is performed on intersections to determine which are valid, and data is loaded to all intersections. To review data that has been loaded into invalid intersections, run the Invalid Intersection report before importing data to see and clear invalid intersections. See Creating and Invalid Intersection Report.
  16. Click Import.

    Note:

    The import will not overwrite existing data values with #MISSING values. However, you can select Replace as the Import Mode (see Importing Modes and Accumulation Types) to clear data before the import. You can also run a clear cube job prior to import, or clear data with a script/rule or using the REST API:

    • You can run a Clear Cube job that enables you to clear specific business process data within input and reporting cubes. See Creating Clear Cube Jobs.

    • You can write a business rule that uses the CLEARDATA Oracle Essbase command to clear specific data values. See CLEARDATA in Technical Reference for Oracle Analytics Cloud - Essbase.

    • You can use the Clear Data Slices REST API to clear business process and Essbase data for a specified region. See Clear Data Slices in Oracle Fusion Cloud EPM REST APIs.

  17. From the information message that the data was submitted successfully, click OK.
  18. To view details about the import process, click Application, then click Jobs, and under Recent Activity, click the link for the import to view the details.