Data Loading Into HFM by FDMEE Part III

8/20/2019 Data Loading Into HFM by FDMEE Part III

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Steps to *oad Data #nto ssbase

Set up the source and target systems.

De!ine the location, period, and category

Set up the data load mappings

+reate and e$ecute a data load rule toimport and validate the source data.

+reate an import !ormat

Export the data to 'lanning

#n orkspace, -avigate Administer

Data Management. FDM starts !rom here,

which called /( integrator be!ore.

0here are two components in

FDM, ork!low and Setup

#n the Setup 0ab, click 1System Settings1 in +on!igure #nput

2alue !or 1Application /oot Folder1 +lick 1Save1 +lick 1+reate

Application Folders1

+lick 1Application Settings1 #nput 2alue !or 1Application /oot

Folder1 +lick 1Save1 +lick 1+reate Application Folders1

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&ou can !ind the FDM related !ile !olders are created in the speci!ied path in the

server.

"n the Setup tab, under /egister, select Source System. 0he Source System Summarygrid displays the File source system.

#n the 1File 3 Details1 grid you can de!ine the U/* !or drill through

Under /egister, select 0arget Application. +on!irm that the (lanning Application that

you want to load data to, is included as a valid target application. #! it hasn4t beenincluded, you4ll need to add it. '#mage shown in ne$t slide)

0arget Application

#n the Application Details grid !or the target application'Hyperion (lanning 2ision), you

speci!y the dimension details and application options. 0he Dimension Details tab shows

the dimensions in the Hyperion (lanning.

#n FDM, you create an import !ormat based on the source type that you want to load to

the target application. 0he import !ormat de!ines the layout o! source data.

#n this tutorial, you de!ine the layout o! a source data !ile that includes !ields delimited

by a semi%colon. 0he !ollowing columns are included in the !ile3

#n the import !ormat, you de!ine the location o! these columns and map them to

dimensions in the target application

0o create the import !ormat, per!orm the !ollowing steps3

5) Under #ntegration Setup, select Import Format.

6) "n the #mport Format page, click Add to add an import !ormat. Under Details, enter the import

!ormat name 'HFM7*oad), source system 'File), !ile type 'Delimited), !ile delimiter 'Semi%+olon), andtarget application 'HFM7*oad). &ou also speci!y the U/* !or drill through.

0o create the import !ormat, per!orm the !ollowing steps3

a) 0he below mapping shows how source Dimension mapped to target application. #n the below

e$ample, the mapping is straight !orward one to one mapping between dimensions !rom Source

+olumn to target.

A!ter de!ining the import !ormat, you create a location and speci!y the import !ormat !or

the location. 0he location combines related mapping and data load rules into a logical

grouping. &ou also review the period and category !or the data load.(er!orm the !ollowing steps to add a location and review the period and category

de!initions3

Under #ntegration Setup, select Location, and click Add to add a location.

Under #ntegration Setup, select Period Mapping to review the period de!initions on the

8lobal Mapping page.

&ou de!ine period mappings in FDM to map your source system data to (eriod

dimension members in the (M target application. &ou can de!ine period mappings at

the 8lobal, Application, and Source System levels.

Under #ntegration Setup, select Category Mapping to review the category de!initions.

&ou de!ine category mappings to map source system data to target Scenario dimension

members.

&ou create data load mappings in FDM to map source dimension members to their

corresponding target application dimension members. &ou de!ine the set o! mappings !or

each combination o! location, period, and category to which you want to load data.(er!orm the !ollowing steps to de!ine the data load mappings3

#n FDM, click the Workflow tab. Under Data *oad, select Data Load Mapping.

&ou must select the (oint o! 2iew '("2) to de!ine the data load mappings !or a speci!ic

location, period, and category. At the bottom o! the page, click the current location name

and de!ine the ("2 in the Select (oint o! 2iew dialog bo$.

Set up the data load mappings'(oint o! 2iew '("2) )

"n the Data *oad Mapping page, de!ine the mappings !or the ntity, Account, (roduct

and 2ersion.

S t th d t l d i

"n the Data *oad Mapping page, de!ine the mappings !or the ntity, Account, (roduct

and 2ersion. Similarly map other dimension members with source !ile.s

&our ne$t step in FDM is to create a data load rule !or a speci!ic location and

category to de!ine what you want to import !rom the source system. For e$ample, the

data load rule de!ines the !ile's) that you want to import in addition to other details. A!ter

creating the data load rule, you e$ecute it to import the data !or one or more periods. &ou

then veri!y that the data was imported and trans!ormed correctly, and then e$port the

data to the target application.

(er!orm the !ollowing steps to de!ine and e$ecute the data load rule, and then veri!y that

the data was imported and trans!ormed3

"n the ork!low tab, under Data *oad, select Data Load Rule.

+reate and e$ecute a data load rule to import and validate the

source data.

Click Add to add a data load rule( )n the $etails grid* specif the data load rule

na+e* HFM_Data_Load* and select the data load file na+e( )n this exa+ple* ou load the

file HFM_Data_Load.txt(

Note: )f the file infor+ation is left &lank* the user ,ill &e pro+pted to select a file at run ti+e

+reate and e$ecute a data load rule to import and validate

the source data.

ith the rule selected, click Execute. #n the $ecute

/ule dialog bo$, you de!ine the options !or running

the rule.

+reate and e$ecute a data load rule to import and validate

the source data.

Create and execute a data load rule to import and alidate t!e

"ource data#

Create and execute a data load rule to import and alidate t!e

"ource data#

Finally validate the data login into Smartview and selecting the same

Dimension member intersections. As given below.

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Data Loading Into HFM by FDMEE Part III

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