Working with Import Formats

The import format enables you to set up the integration mapping between the Oracle General Ledger (Chart of Accounts) segments and Oracle Enterprise Performance Management Cloud dimensions.

When you select the source and target, Data Management populates the source and target columns automatically.

Note:

Oracle General Ledger creates one Essbase cube per Chart of Account/Calendar combination. In this case, you can use the same import format to import data from Ledgers sharing this Chart of Accounts. Ledgers can be specified as a filter in the data load rule.

You work with import formats on the Import Format screen, which consists of three sections:

• Import Format Summary—Displays common information relevant to the source and target applications.

• Import Format Detail—Enables you to add and maintain import format information.

• Import Format Mappings—Enables you to add and maintain import format mapping information.

To add an import format for an Oracle General Ledger based source system:

1. On the Setup tab, under Integration Setup, select Import Format.

2. In the Import Format summary task bar, select Add.

   In the upper grid of the Import Formats screen, a row is added.

3. In Name, enter a user-defined identifier for the import format.

   You cannot modify the value in this field after a mapping has been created for this import format.

4. In Description, enter a description of the import format.

5. In Source, select the Oracle General Ledger Chart of Accounts from the drop down.
6. In Target, select the EPM Cloud target application.
7. Optional: In Expression, add any import expressions.

   Data Management provides a set of powerful import expressions that enable it to read and parse virtually any trial balance file into the Data Management database. You enter advanced expressions in the Expression column of the field. Import expressions operate on the value read from the import file.

   For more information, see Adding Import Expressions.

8. Click Save.