Usecase Example: Loading Data to Tax Reporting using Data Integration from Cloud EPM

To load data to Tax Reporting using Data Integration, follow the steps below:

1. Register Financial Consolidation and Close Application on your target Tax Reporting application. To do so, navigate to Application → Data Exchange. See also, Registering Cloud EPM Applications in Administering Data Integration

   

2. Set default members for some of the dimensions of Financial Consolidation and Close application from where you want to load data to Tax Reporting . Click on Financial Consolidation and Close application → Options

   

3. Create integration between Financial Consolidation and Close to Tax Reporting.

   

   

4. Map dimensions between Financial Consolidation and Close and Tax Reporting. See also, Mapping Dimensions in Administering Data Integration

   

5. Map members between Financial Consolidation and Close and Tax Reporting. For example, map data from any account on Financial Consolidation and Close to for example, account 10115 in Tax Reporting. See also, Mapping Members in Administering Data Integration

   

   Or, fix the jurisdiction member in the target Tax Reporting application to TRCS_Domicile_Input

   

6. Add Filters option to filter out the Financial Consolidation and Close members which need to be loaded in Tax Reporting. See also: Filtering Members in Administering Data Integration

   

7. Map Period between Financial Consolidation and Close and Tax Reporting since periods are declared differently in each Cloud EPM application. To do so, navigate to Application → Data Exchange → Actions → Period Mapping See also, Managing Period Mappings in Administering Data Integration

   Global Mapping for Tax Reporting application

   

   Application Mapping for Financial Consolidation and Close

   

8. Execute Data Integration after the mappings are complete.