Using Interface Tables to Import Metadata


Purpose


This tutorial shows you how to use interface tables as data sources for application dimensions.

Time to Complete


Approximately 30 minutes

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Configuring interface data sources
 Creating interface table definitions
 Importing dimensions from interface tables
 Summary
 Related information

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Overview


This tutorial covers how to import dimensions using interface tables.

The focus of this tutorial is to illustrate how you can configure and use interface tables to import dimensions from external systems to Performance Management Architect

 

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Scenario


Metadata from your external systems need to be imported to applications in Oracle's Hyperion Enterprise Performance Management Architect. As Administrator, you are tasked to:

1.Move information from an ERP system or general ledger system into an ETL system.
2.Move information from the ETL system into Performance Management Architect interface tables.
3.Import interface tables into the Dimension Library.

 

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Prerequisites


Before starting this tutorial, you should:

1.Have access to the Configuration Utility.
2.Have Administrator access to Performance Management Architect.
3.Have access to data sources containing dimension metadata.

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Configuring Interface Data Sources


Configuring data sources is required if you want to use interface tables in Performance Management Architect. Interface tables provide a database interface that enables you to import of metadata and data from external systems into the Dimension Library.

In this topic, you configure data sources for interface tables.

To configure interface data sources:

1.

Click Start > Programs > Hyperion > Foundation Services > Configuration Utility, and click Next.
 

 

2.

In the product selection panel, under Hyperion System 9 BPM Architect, select Interface Datasource Configuration.

 

3.

Enter the Shared Services server, port, user name and password, and click Next.

 

4.

Select Create a new datasource link, and click Next.

 

5.

Select a database type (Oracle, SQL or DB2), and click Next.

 

6.

Enter the details for the interface data source, and click Next.

 

7.

Review the configuration summary, and click Next.

 

8.

Select No, and click Next.

 

9.

Click Finish.

 

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Creating Interface Table Definitions


Before you can import from interface tables, you must create an interface table data definition. You create data interface table definitions in the Data Synchronization module in Performance Management Architect.

To create interface table definitions:

1.

Log on to Performance Management Architect - Data Synchronization and select File > New > Data Interface Table Definition.

 

2.

In the Data Interface Area Mapping Wizard, make the required selections and click Next.

For the interface area, select the interface table data source you created. Next, select the table and column that contains the values to import.

 

3.

Select a column, enter a dimension name, and click Next.

 

4.

Enter a name and description for the interface area definition, and click Finish.

 

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Importing Dimensions from Interface Tables


Before importing dimensions into the Dimension Library, you must create and run a data synchronization or an import profile.

Data synchronization enables you to synchronize and map data between Hyperion applications, interface tables, and external files.

Profiles include important information about the dimensions to be imported such as new dimensions, whether to merge or replace existing dimensions, and dimension properties. You execute the profile to import dimensions into the Dimension Library.

"To import dimensions from interface tables:

1.

In the Performance Management Architect Data Synchronization module, select File > New > Synchronization.

 

2.

Select Hyperion Data Interface Area as the source type, and click Next.


 

3.

Select a source data interface definition, and click Next..

 

4.

Select an available destination application, and click Finish.

 

5.

Drag a source dimension to a destination dimension to manually assign or change mappings.

 

6.

Select File > Import > Create Profile to create an import profile in the Dimension Library

 

7.

Enter the profile details and click OK. For Import Type, select Interface Tables as the Import Type.

 

8.

Select Create dimensions for the non-mapped dimensions with the source dimension name, and click Next.

 

9.

Review the mapping options, and click Finish.

 

10.

When prompted to execute the profile, click Yes.

 

11.

Click Close.

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Summary


In this tutorial, you learned how to:

 Configure interface data sources
 Create interface table definitions
 Import dimensions for interface tables

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Related Information


To learn more about Planning 9.3.1, refer to additional OBEs.

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