Loading Metadata into Planning by Using Data Integration Management


Purpose


This tutorial covers loading metadata into a Planning application by using Data Integration Management.

Time to Complete


Approximately 30 minutes.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Reviewing Load Files
 Logging into Data Integration Management
 Connecting to the Repository
 Creating a Flat File Source
 Creating a Planning Target
Creating a Mapping
Creating a Data Load Workflow
Executing a Data Load Workflow
Verifying the Results in Planning
 Summary
 Related information

Viewing Screenshots


Click icon to show all screenshots Click icon to show all screenshots

Note: Alternatively, you can click an individual icon (or image) associated with each step to view (or hide) the screenshot associated with that step.

Overview


This tutorial covers how to load metadata for Planning by using Data Integration Management.

You can manage dimensions and members by using Enterprise Performance Management Architect. Administrators build dimensions and their properties either manually or by loading the metadata from a file. You can load metadata into Performance Management Architect.

Administrators can also use Data Integration Management to load metadata for Planning.

Back to Topic List

 

Scenario


If you are working with Planning 9.3 or later and are creating your applications by using Classic application administration, you can load your metadata by using Data Integration Management.

Back to Topic List

Prerequisites


Before starting this tutorial, you should:

1.Have Administrator rights to Planning applications
2.Have access to Workspace, Planning and Data Integration Management
3.Have a copy of Excel
4.Have a sample load file

 

Back to Topic List

Reviewing Load Files


In this topic, you review the load file containing the information that you plan to load into Planning.

1.

Open the metadata load file and review its contents.

The file is a comma-separated value or CSV file. You can use MS Excel to view the file. In the illustration, you have one member, 5800, that you will load into Planning. Columns represent member properties.

 

2.

Add additional rows to the load file to load other accounts.

Here, we added account 5900. Now there are two accounts to add to Planning.

 

Back to Topic List

 

Logging On to Data Integration Management


You log on to Data Integration Management to load metadata into Planning.

 

Back to Topic List

1.

Select Start > Programs > Hyperion > Data Integration Management > Informatica Power Center Client > Workflow Manager .

The License agreement dialog box is displayed.

 

2.

Click Accept .

The Welcome to PowerCenter Workflow Manager is displayed.


 

3.

Click OK .

The Informatica PowerCenter Workflow Manager is displayed.

 

 

You are logged in to Data Integration Manager and need to connect to the Hyperion Repository.

 

Back to Topic List

Connecting to the Repository


In order to work with the repository, you must connect to it.

1.

Right-click the Hyperion repository, and select Connect .

 

2.

Enter security credentials and click Connect.

 

3.

Select Connections > Application to set the Planning application connection.

The Application Connection Browser is displayed.

 

4.

In the Select Type list, select Hyperion Planning Connection .

 

5.

Click New .

 

6.

Enter the application name, user name, and password, and click OK .

 

7.

Click Close .

 

Back to Topic List

 

Creating a Flat File Source


You create a flat file source in Designer. You set up both source and target definitions.

 

1.

Select Tools > Designer .

The Designer window is displayed.

 

2.

Right-click the HP folder, and select Open .

 

3.

Select Tools > Source Analyzer .

 

4.

Select Sources > Import from File .

 

5.

Select the flat file and click OK . In this case, the flat file is LoadAccounts_DIM.csv.

The Flat File Import Wizard is displayed.

 

6.

Select Import field names from first line, and click Next .

 

7.

Accept the defaults in step 2, and click Next .

 

8.

Accept the defaults in step 3, and click Finish .

 

9.

If the table already exists, click Replace to replace the source details.

The flat file is displayed in Source Analyzer.

 

10.

Expand the flat file source to view all ports that can be mapped from this flat file to the Planning application target. In this case, the target is the Account dimension in Planning.

 

11.

Right-click the flat file source and select Edit .

The Edit Tables dialog box is displayed.

 

12.

Select the Columns tab, and set all data type values to string .

 

13.

Click OK to close the dialog box.

 

14.

Press Ctrl+S to save your changes. Verify that the file was saved.


 

Back to Topic List

 

Creating a Planning Target


You use Warehouse Designer to set up a Planning target for the metadata load. You select a target and create a data source. After setting up a connection to a Planning data source, you test the connection.

1.

Select Tools > Warehouse Designer .

 

2.

Select Targets > Import from Hyperion Planning .

 

3.

Click the ellipse button to create a data source name before you define your targets.

The DSN represents a set of information that is used to connect to an application such as Planning.

 

4.

Enter the DSN and server details. Click Get applications to refresh the list of servers that you can connect to.

 

5.

Select the application and login details to connect to Planning.

 

6.

Click Test connectivity .

 

7.

Click OK to close the Define DSN dialog box.

 

8.

Click Connect to view Planning application targets.

 

9.

Select Account , and click OK to import account metadata into Planning.

Next, you create a mapping from the source flat file to the target Planning application.

 

 

Back to Topic List

 

Creating a Mapping


You use Mapping Designer to create a mapping between source file and the Planning target.

1.

Select Tools > Mapping Designer .

t010601b

The Warehouse Designer window is displayed.

 

2.

Select Mappings > Create .

t010602b

 

3.

In the Mapping Name dialog box, enter a mapping name and click OK .

t010603c

 

4.

Select the source for the data load. In this case, it is the LoadAccounts_DIM flat file.

t010604c

 

5.

Drag the source to the Mapping Dimension Editor.

t010605

The source definition and source qualifier are displayed in the mapping dimension editor.

 

6.

Expand the source qualifier to view all mapping ports .

t010606b

 

7.

Select a target for the mapping, and adjust the Mapping Designer windows to see all targets and source definition details.

t010607

 

8.

Drag the HYPlan Account target to the Mapping Dimension Editor and place the target to the right of the source.

t010608d

 

9.

Expand the target definition to view all of its ports.

t010609

 

10.

Right-click Mapping Designer, and select Autolink .

t010610

 

11.

Select the target (From Transformation) and source (To Transformations) to link, click Apply Now , and then click OK .

t010611c

 

12.

Press Ctrl+S to save your changes.

t010612

 

13.

View the Mapping output window to confirm that the mapping was saved .

t010613

 

Back to Topic List

 

Creating a Data Load Workflow


You use Workflow Manager to create a data load workflow. Next, you execute the data load workflow to load the metadata to the Planning target.

1.

Select Tools > Workflow Manager .

t010701

 

2.

Ensure that the Hyperion repository is connected. Right-click the Hyperion folder, and select Open .

t010702

 

 

The Workflow Designer window is displayed.

t010703

The last workflow that you were working on is displayed.

 

3.

Select Workflows > Create .

t010704

 

4.

If you want to create a new workflow, but a workflow is open in Workflow Designer, click Yes at the prompt to close the open workflow.

t010705b

 

5.

Enter the workflow name, server, and any other details, and click OK .

t010706bgif

 

6.

Select Tasks > Create to create a session task.

t010707

Session tasks specify how workflows are executed.

 

7.

In the Create Task dialog box, enter the task name, and click Create .

t010709

 

8.

Select the mapping that you created, and click OK .

t010710

 

9.

Click Done .

t010711


 

 

Back to Topic List

 

Executing a Data Load Workflow


You use Workflow Manager to execute a data load workflow that you just created in order to load the metadata to the Planning target. First, you verify the source and target properties for the task and the mapping and save the workflow. Next, you link and validate the task flow. Finally, you execute the workflow.

 

bullet.gifVerifying Source and Target Properties
bullet.gifLinking and Validating Task Flows
bullet.gifExecuting Workflows

Back to Topic List

Verifying Source and Target Properties

1.

To verify that source and target properties are correct, right-click the session task and select Edit .

t010712

 

2.

Select the Mapping tab to verify source and target properties.

t010714


 

3.

Select the flat file source.

t010715

In this case, it is LoadAccount_DIM.xls.

 

4.

Note that the correct reader, (File Reader) for the flat file is already selected.

t010716b

 

5.

Verify that target properties are correct.

t010717

 

6.

Click OK to close the Edit Tasks dialog box.

t010718b

 

7.

Press Ctrl+S to save the workflow.

t010719

 

Back to Topic

Back to Topic List

Linking and Validating Task Flows

1.

To link the tasks in the workflow, select Tasks > Link Task.

t010720

 

2.

Link to tasks.

t010721


 

3.

To validate the task flow, select Tasks > Validate.

t010722b

 

4.

In the Output window, verify that the workflow is valid.

t010723

If your workflow is not valid, verify the session task properties again.

 

5.

Press Ctrl+S to save the workflow.

 

Back to Topic

Back to Topic List

Executing Worklfows

1.

Select Workflows > Start Workflow.

t010724b

 

2.

Right-click the session task and select Properties to verify that the workflow was executed properly.

t010727c


 

3.

Verify that two rows were successfully created in the target Planning applications.

t010729

 

4.

Verify that two source rows were successfully read from the flat file source.

t010730b

 

5.

Click OK, and minimize Workflow Monitor and Minimize Designer.

 

 

Back to Topic

Back to Topic List

 

Verifying the Results in Planning


In this topic, you log on to Planning and verify that the two accounts were added to the Account dimension.

1.

Log on to Planning.

t010801

 

2.

In the Administration menu, select Dimensions to display Dimension Editor.

t010802b

 

3.

In the Dimensions list, select Account and search for account 5800.

t010802c

 

4.

Verify that accounts 5800 and 5900 were added to the Account dimension.

t010803c

 

Back to Topic List

 

Summary


In this lesson, you learned how to:

 Review load files
 Log into Data Integration Management
Connect to the Repository
Create a Flat File Source
Create a Planning Target
Create a Mapping
Create a Data Load Workflow
Execute a Data Load Workflow
 Verify the Results in Planning

Back to Topic List

Related Information


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

Back to Topic List



Left Curve
More Middleware Downloads
Right Curve
Left Curve
Popular Downloads
Right Curve
Untitled Document