Using Interface Tables to Import Metadata into Oracle® Hyperion Planning, Fusion Edition 11.1.2

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Purpose

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

Time to Complete

Approximately 1 hour.

Overview

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

Interface tables enable you to bring information into the Hyperion schema through database operations (SQL loads or leveraging of Hyperion data integration products). Interface tables provide a database interface that enables the import of metadata and data from external systems into Dimension Library. After information is stored in interface tables, you can use the standard mapping and load mechanisms provided within data synchronization to bring the information into Planning.

You can use interface tables for data loads when you do not want to pre-format text files for flat-file loads, but youwant the power and flexibility of a relational database for bringing information into Planning.

Software and Hardware Requirements

The following is a list of software requirements:

Oracle Hyperion Planning Plus 11.1.2 includes the following components:

Data Synchronizer is installed when you install Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition (Performance Management Architect). You access Data Synchronizer in Workspace.

Prerequisites

Before starting this tutorial, you should:

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Have administrator access to a working installation of Planning 11.1.2.

 

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Have administrator access to a working installation of Performance Management Architect 11.1.2.

 

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Have access and rights to run EPM System Configurator 11.1.2.

 

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Have access to relational storage used to create a data source link for interface tables.

 

Configuring Interface Data Sources

You must create an interface data source if you want to use interface tables in Performance Management Architect. However, this task is not necessary for initial configuration. Interface data source configuration is available only on the machine on which the Dimension Server is installed

To configure interface data sources:

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Start EPM System Configurator.

 

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On the Oracle Instance page, accept the default selections and click Next.

 

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On the Configuration page, perform the following actions:

  • Select Uncheck All.
  • Expand Hyperion Foundation, and then Performance Management Architect.
  • Select Configure Interface Data Source under Performance Management Architect
  • Click Next.


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Ensure that Create a New Datasource Link is selected, click Next.

 

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Select the database type for your interface table, and click Next.

In this example, Oracle is selected.

 

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Enter the connection details for your interface data source:

  • Database Type—Displays the database type.
  • Datasource Name—Accept the default name, or enter a name for the data source. In this example, INTTBL is entered.
  • Server—Accept the default name, or enter the name of the server hosting the database. In this example, localhost is entered.
  • Port— Accept the default port number, or enter the port number of the server hosting the database. The default displays based on the database type. The default port number for Oracle databases is 1521.
  • SID—Enter the Oracle system identifier (SID) or service name. In this example, the database SID is ORCL.
  • User— Enter the user name for the database schema used as the interface data source. In this example, ST01PLN12 is entered.
  • Password—Enter the password for the database schema used as the interface data source. In this example, the password is set to hyperion.

  • Select Create Interface Tables.

 

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Click Next.

 

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Review the contents of the Confirmation page and click Next.

The configuration takes a few minutes.

A status of Completed is displayed if the configuration ran successfully.

 

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Click Finish.

 

Defining Interface Areas

Before you create synchronizations, you must create an interface area. To define interface areas:

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Log on to Workspace.

 

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Select Navigate, then Administer, and then Data Synchronization.

Data Synchronizer is displayed.

 

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If you are prompted that no data is available to be displayed, click OK.


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In Data Synchronizer, select File, then New, and then Data Interface Table Definition.

 

 

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On the Interface Areas page of Data Interface Area Mapping Wizard, perform the following actions:

  • Select the interface table source. In this example, the INTTBL datasource created in a previous topic is used.
  • Select the database table that contains the data to import. In this example, HS_DATA_CONSOLIDATION is selected.
  • Select the column that contains the data values for each row. In this example, the DATA column is selected.
  • Click Next.

 

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On the Dimensions page, select the columns (dimensions) that you want to map, and enter a display name for each entry.

Click the Add New Row icon to the right of each row to insert additional rows.

In this example, the Scenario, Year, and Period dimensions are selected.

 

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On the Properties page, enter a name and description for the interface area and click Finish.

The data interface area is displayed in Data Synchronizer.

 

Defining Synchronizations

You use New Synchronization Wizard to create synchronizations, and then you map dimensions before running the synchronization

Creating Synchronizations

After you create an interface area, you can create a synchronization and use the interface tables as the source.

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In Data Synchronizer, select File, then New, and then Synchronization.

New Synchronization Wizard is displayed.

 

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On the Source Type page, select Hyperion Data Interface Area and click Next.


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On the Select Source page, select an interface area and click Next.

 

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On the Select Destination page, select a Planning application and click Next.

 

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On the Select Plan Types page, select the plan type for the destination application and click Finish.

The Dimension Mapping page is displayed.

 

Mapping Dimensions

After you create a synchronization, you must map the dimensions that comprise each source and destination.

You use Dimension Mapping to create, modify, or delete links between source and destination dimensions. Data Synchronizer automatically links common dimensions between applications. You can drag and drop to dynamically create or change links between source and destination dimensions. When defining a detailed synchronization, you can create links, leverage a predefined mapping table, or assign default values to dimensions that are not required to be mapped.

To map dimensions:

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On the Dimension Mapping page, review the source and destination dimensions. Notice that there are no links between dimensions.

 

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Click and drag source dimensions to destination dimensions to create mapping links.

You can create one-to-one, one-to-many, or many-to-one relationships between source and destination dimensions.

The line types represent relationships between the source and destination dimensions:

  • Solid line—No mapping table is assigned. A solid line is valid for one-to-one mappings and one-to-many mappings.
  • Dotted line—A mapping table is associated with the relationship.

To insert or modify mappings, select it and perform one of the following actions:

  • Click the Insert Mapping icon on the toolbar.
  • Right-click and select Edit Mapping.


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On the toolbar, click Save.

 

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Enter a name and description for the synchronization, and click OK.

The synchronization is displayed in Data Synchronizer.

 

 

Validating and Executing Synchronizations

When you execute a synchronization, data is retrieved from the source application, transformed according to mapping rules, and pushed to the destination application. When you validate a synchronization, the same process is followed but the data is not pushed to the destination application. The source and destination verify the request and resulting data without writing the data into the destination application.

To validate and execute synchronizations:

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In Data Synchronizer, right-click your synchronization and select Validate Synchronization.

In this example, the validation process is run against PLN_Load.

 

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In the Data Sync Validation Options dialog box, perform one of the following actions and click OK:

  • Accept all defaults.
  • Enter your validation options: Select Multiply, Divide, Add, or Subtract for the operator, and enter a numeric value to apply with the operator if the source values are on a different scale than the destination.


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In the Job Task dialog box, click the Click here to navigate to the Job Console link.

 

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In Job Console, refresh the page until the status displays completed and progress is at 100%.

 

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Return to Data Synchronizer.

 

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Right-click your synchronization, and select Execute Synchronization.

In this example, the PLN_Load synchronization is run.

 

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In the Data Sync Execution Options dialog box, peform one of the following actions and click OK:

  • Accept all defaults.
  • Enter your validation options: Select Multiply, Divide, Add, or Subtract for the operator, and enter a numeric value to apply with the operator if the source values are on a different scale than the destination.

 

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In the Job Task dialog box, click the Click here to navigate to the Job Console link.

 

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In Job Console, refresh the page until the status displays completed and progress is at 100%.

 

 

Summary

In this tutorial, you learned how to:

Resources

 

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