Usecase Example: Loading Flat File Data to Tax Reporting using Data Integration

Example data flat file: 

"Entity","Consolidation","Data Source","Currency","Intercompany","Account","Movement","Scenario","Years","View","Multi GAAP","Jurisdiction","Period"
 Feb,Mar
 "LE103","FCCS_Entity Input","FCCS_Data Input","Entity Currency","FCCS_No Intercompany","10130","TRCS_TBClosing","Actual","FY20","FCCS_Periodic","FCCS_Local GAAP","TRCS_Domicile_Input",1456,2088

See also, Creating File-Based Integrations in Administering Data Integration

To load the flat file data, follow the steps below:

  1. Navigate to Data Management → Setup (using older data management UI)
  2. Create Import Format according to data load file. Specify the field number of each dimension on the data input file.

    Create Import Format

  3. Create Location with import file.

    Create Location

  4. Create Data Load Rule.

    Create Data Load Rule

  5. Map Period between Financial Consolidation and Close and Tax Reporting since periods are declared differently in each Cloud EPM application. To do so, switch to the new user interface for Data Integration and select Application → Data Exchange → Actions → Period Mapping

    Map Period

  6. Execute Data Integration after the mappings are complete.

    Execute Integration

    With the flat file example, data should now be loaded to LE103 entity and US jurisdiction.

    Data Load Example