Importing Data and Metadata from Interface Tables


Purpose


This tutorial covers creating interface tables and importing data and metadata from interface tables.

Time to Complete


Approximately 1 hour.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Creating Interface Tables
 Importing Data from Interface Tables
 Importing Metadata from Interface Tables
 Summary
 Related information

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Overview


This tutorial covers creating interface tables and importing data and metadata from interface tables.

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Scenario


Your company wants to import data and metadata from an external source (Excel file or GL file) into a Financial Management application and a dimension library, respectively. To do this, you create an interface table data source. You then use a SQL program to extract the required data and metadata from the external source into the interface table. Next, you create an interface table definition and synchronization to import data from the interface table into the Financial Management application. Finally, you create and execute a profile to import metadata into the dimension library.

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Prerequisites


Before starting this tutorial, you should:

1.

Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.1.0.0

2.

Have access to or have installed Hyperion® Foundation Services 11.1.1.0.0

3. Have installed and configured Hyperion® Shared Services 11.1.1.0.0
4. Have created a Financial Management application (The Training application is used for this tutorial.)
5. Have functional knowledge of a data transfer application or SQL load program

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Creating Interface Tables


In this part of the tutorial, you create and configure an interface table in Oracle's Hyperion EPM System Configurator. You configure the interface table by creating data source links that are used during data synchronization and profile creation.

1.

Navigate to Start > Programs > Oracle EPM System > Foundation Services > EPM System Configurator, and click Next.

 

2.

Expand Foundation > Performance Management Architect and, in the expanded list, select Interface Datasource Configuration. Click Next.


3.

Select Create a new datasource link, and click Next.

 

4.

Select Oracle, and click Next.

 

5.

Perform the following actions:

a) Enter the following property values for the interface data source:

Property Value
Datasource Name FM Datasource
Server <servername> (<servername> is the name of your Shared Services server.)
Port 1521
Database ORCL
User trnadmin
Password hyperion

b. Select Create Interface tables

c. Click Next.

 

6.

Click Yes to delete all existing tables.

 

7.

Click Next.

 

8.

Verify that the interface data source configuration is completed, and click Finish.

You can now use any SQL load program or data transfer tool to extract data from the external source into the interface table.

 

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Importing Data from Interface Tables


After extracting data from the external source to the interface table, you create synchronizations to import data from the interface table into the Financial Management application. Before creating synchronizations, you create an interface area that defines the data interface table. You create the interface area and synchronization in the Data Synchronization module of Performance Management Architect.

 Creating an Interface Area
 Creating Synchronizations

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Creating an Interface Area

1.

On your desktop, double-click the Workspace icon, and enter user name trnadmin and password hyperion. Click Log On to log on to Workspace.

 

2.

In Workspace, select Navigate > Administer> Data Synchronization.

 

3.

Select File > New > Data Interface Table Definition.

The Data Interface Area Mapping Wizard is displayed.


 

4.

Select the following values for the interface area, and click Next.

Property Value
Interface Area FM Datasource
Database Table HS_Data_Consolidation
Column Data

 

5.

On the Dimensions page, map each dimension of your application to the appropriate column, and click Next.

Column Dimension Name
Entity HFM_Training_Entity
ICP HFM_Training_ICP
Period HFM_Training_Period
Value HFM_Training_Value
ViewDimension HFM_Training_View
Year HFM_Training_Year
Account HFM_Training_Account
Custom4 HFM_Training_Units&Flows
Custom3 HFM_Training_Grades
Custom1 HFM_Training_LineOfBusiness
Custom2 HFM_Training_Markets
Scenario HFM_Training_Scenario

 

6.

On the Properties page, enter the following property for the interface table, and click Finish.

Name Description
TrainingLoad Load data from the Interface tables for the Training application.

 

7.

Select View > Refresh.

The TrainingLoad interface area is displayed in the Data Synchronization window.

 

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Creating Synchronizations

1.

Select File > New > Synchronization.

 

2.

Select Hyperion Data Interface Area, and click Next.


 

3.

On the Select Source page, select TrainingLoad, and click Next.

 

4.

On the Select Destination page, select Training, and click Finish.

 

5.

Verify that dimensions of the interface area (Source) and Training application (Destination) are mapped as follows:

Note: Dimensions are automatically mapped if their names are the same. You can manually map dimensions when the names are different.

 

6.

Click Save, save the synchronization with the following information, and click OK.

Name Description
Training Data load from TrainingLoad interface table.

 

7.

Select the Data Synchronizer tab.

 

8.

Select View > Refresh.

The Training synchronization is displayed in the Data Synchronizer window.

 

9.

Right-click the Training synchronization, and select Validate Synchronization.

 

10.

Click OK.

 

11.

Click Close.

 

12.

Right-click the Training synchronization, and select Execute Synchronization.

 

13.

Click OK.

 

14.

Click Close.

 

15.

Select Navigate > Administer > Library Job Console, and select the job whose description is Executing synchronization: Training.

Verify that synchronization is completed successfully and that data is imported from the interface table into the Training application.

 

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Importing Metadata from Interface Tables


You can also import metadata from the interface tables into the Performance Management Architect dimension library.

1.

Select Navigate > Administer > Dimension Library.

 

2.

Select File > Import > Create Profile.


 

3.

Enter the following information for the new profile, and click OK.

Property Value
Profile Name LoadMetadata1
Import Type Interface Tables
Description Load metadata for Training application from interface tables
Application Shared Library
Data Source FM Datasource

The dimensions defined in the interface tables are displayed.

 

4.

Enter the following details to map the dimensions:

a) For each dimension in the Interface area, enter the following dimensions in the Shared Library column:

Interface Area Shared Library
Scenario Scenario
Year Year
Period Period
View View
Entity Entity
Value Value
Account Account
ICP ICP
Generic Custom3
ConsolidationMethod ConsolidationMethod
Currency Currency
SecurityClass SecurityClass
Alias Alias

b. In the Merge/Replace column, verify that Merge is selected.

c. Click Next.

 

5.

Click Finish.

 

6.

Click Yes.

 

7.

Click Close.

 

8.

Select Navigate > Administer > Library Job Console, and perform the following actions:

a. Select the job with the description Import 'Metadata1' into Application 'Training', and verify that the import was completed successfully.

b. Click Import Results to review the results .

 

9.

Select the Dimension Library tab, and select View > Refresh.

The imported dimensions are displayed in Shared Library.

 

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Summary


In this tutorial, you learned how to:

 Create interface tables
 Import data from interface tables
 Import metadata from interface tables

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Related Information


To learn more about Financial Management, refer to additional OBEs.

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