Using Interface Tables to Import Metadata into Planning


Purpose


This tutorial shows you how to use interface tables to import metadata into Planning 11.1.1.

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 use interface tables to import dimensions into Performance Management Architect.

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Scenario


You need to import metadata from external systems into Performance Management Architect for use in Planning. You, the Planning administrator, must do the following:

1.Move metadata from a third-party system such as GL to an ETL system.
2.Move metadata from the ETL system to Performance Management Architect interface tables.
3.Import interface tables into Dimension Library for use by the Planning application.

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Prerequisites


Before starting this tutorial, you should:

1.Have access to the Configuration Utility.
2.Have administrative access to Performance Management Architect.
3.Have access to data sources that contain dimension metadata.

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Configuring Interface Data Sources


You must configure data sources in order to use interface tables in Performance Management Architect. Interface tables provide you with a database interface to import metadata and data from external systems to Dimension Library.

To configure interface data sources, perform the following steps:

1.

Launch the EPM System Configurator to display the Welcome pane and click Next.


 

 

2.

In the product selection panel, expand the Hyperion Foundation and Performance Management Architect nodes. Select Interface Datasource Configuration and click Next.

 

3.

Select Create a new datasource link and click Next.

 

4.

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

 

5.

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

 

6.

Review the configuration summary, and click Next.

 

7.

Click Finish.

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Creating Interface Table Definitions


To create interface table definitions, perform the following steps:

1.

From Workspace, select Navigate > Administer > Data Synchronization.

 

2.

Select File > New > Data Interface Table Definition to display the Data Interface Area Mapping Wizard.

 

3.

On the Interface Area page, select the interface table data source you created. Next, select the table and column that contain the values to import, and click Next.

 

4.

On the Dimensions page, select a column, enter a dimension name, and click Next.

 

5.

On the Properties page, 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 Dimension Library.

To import dimensions from interface tables, perform the following steps:

1.

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

 

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 Next.

 

5.

Select plan types for source and destination and click Finish.

 

6.

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

 

7.

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

 

8.

Enter profile details and click OK.

 

9.

Select mapping options and click Next.

 

10.

Review mapping options and click Finish.

 

11.

When prompted to execute the profile, click Yes.

 

12.

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, refer to additional OBEs.

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