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BISP Solutions Inc

Ashima Rajput

[ FDMEE Change Import Formats
The purpose of this document is to demonstrate live how import formats can be
changed dynamically. The document guides you step by step as to how to
implement import format and event script.
Table of contents

1. What is Meant By changing Import Formats Dynamically
2. How to do it?
3. What things we required to accomplish this task?
4. What is Event Script?
5. Steps to changing import format dynamically.

What is Meant By changing Import Formats Dynamically:
The below example demonstrate how to use import format dynamically.
One can use the BefFileImport event to modify the import format for a
location dynamically i.e it can be changed based on the file name. With
Event Scripts the import format can be dynamically changed. It can be
implemented to respond to FDMEE events (BefImport, AftImport, BefValidate,
AftValidate,etc. Available in Jython and VB.

The example given below creates two import formats and assigns one of
them to the Oracle Hyperion Financial Data Quality Management, Enterprise
Edition location. The script evaluates the file name and, if necessary,
changes the import format.

Therefore, we have two ways to select Import Format first is to choose
directly in DLR (Data Load Rule). or second to choose dynamically.

What things we required to accomplish this task?
The examples uses two source files in order to change Import Format
dynamically, here I used sal_actIF as first file which is delimited file type,
second file name sal_foreIF has fixed record size. The example requires one
Import formats for each file. We need one location for Import format.

What is Event Script?

Oracle Hyperion Financial Data Quality Management, Enterprise Edition provides
Event scripts to run any custom logic. We create custom logics for Example
sending an email notification or Error Notification. Event scripts runs when
any events occur. Event scripts uses Jython and Visual basic script where
Jython uses .py extension and Visual basic uses .vb extension. Events
associated with script and runs when script executed for a location.

Note : Events scripts not handled by Lifecycle Management. Page 1
Select Enable Event script execution set as yes for event script in application

Select Application Settings > Target Application > Enable Event
Script Execution(Yes)

Navigate to script editor > select Target Application > Event
>BefImport >New

This script chooses Import format based on the source file which we select in DLR
(Data Load Rule).

Steps to changing import formats dynamically

1. In First step we login to workspace and open FDMEE

Navigate >Administer > Data Management

2. Go to setup Tab Register Source system.

Setup > Register > source system Page 2
Here you can see File (source system) is registered already.

If you want to register any other source simply click on Green plus icon
and you can add here New source system.
To add new Source system
Setup > Register > source system > add
Provide name for source system, select source system likewise fill other
details than save it.

we have two Source files. First file contained data with delimiter which is
comma name as sal_ActIF.txt, and second file have Fixed file type name as
sal_ForeIF.txt. Page 3
3. Go to setup Tab Register Target Application.
Setup > Register > Target Application

Here you can see some of the Target application is registered already. Mine
Target Application name was Sal_data-esales.

If you want to register any other Target, simply click on Green plus icon and
you can add here New Target Application.

To add new Target application.

Setup > Register > Target application > add

Click on add than window will appear, from dropdown select Type of Target
application, then Name of application will appear select one of them click on
ok. Page 4
Here you can see all the details comes automatically related to dimension
mapping this refers to staging table.

Now we need to jump on Application settings select your application. Page 5
4. In next step we need to prepare Import format for each file so basically
you need to create two import Formats for each text file.

Import Formats:

Import format assigned into Location. Import format is used to define file
structure. We need to create import format before creating Location.

Select your Import Format if it presents in list. Mine is Sal_actIF, sal_foreIF.

If Import format not present in list than add it by click on Green add button
you will have option below to add new import format

Go to Setup > Integration Setup select Import Format
First Import Format Page 6
Second Import Format Page 7
Fill all the details in Details section like Name of import format than source
Type as ERP, Source as File Target Type as EPM and Select Target system. File
Delimiter means your source file contains which type of delimiter in my case
it is comma in first file and second file contained fixed type.

Then Click on save And Now scroll down here we need to define Mappings for
columns. with the help of source file line up source file column to Target
dimension by providing Field Number. as I have done above.

5. This is the step where we need to write Event script. select your Target
application, then select technology as Jython.

Go to Setup > Scripts > Script Editor >Event >BefImport Page 8
fdmContext is an object which has list of properties for Example
“LOCNNAME”,” FILENAME” are the two properties of contain
location and other has file. We can access these via fdmContext.
Then we specified two conditions based on selected location. That if filename
is matched with our file name (which is “sal_ActIF”) then assign given import
format. Or else run other import format.
updateImportFormat: this function used to update import format. This
takes two parameters as you can see in import script first contain import
format second contains load id.

6. Location: Once we define Import Format define Location Here if location
not available in list than click on add Icon and fill related details. we
assign any one import format in a location it could be anyone Import
Format. Location will be the Key level in data load rule where data is

Setup > Integration Setup > Location Page 9
To Specify new Location, give any name to Location provide any one of the Import
Format which you made in last step once you provide Import format system
automatically fetch all other details related to source and Target. Then click on save.

Mine Location Name was Fore_Loc

7. Period Mapping: Define period Mapping I choose Global mapping.

Setup > Integration Setup > Period Mapping Page 10
8. Category Mapping: If category exist under category list which you
want to load into target dimension than select it or otherwise create

Setup > Integration Setup > Category Mapping

For creating New click on add provide source system data to Target Scenario
dimension member. Page 11
9.Data Load: In this Part of FDMEE We will see process of Data Load and
validation of data and finally how we export data from ERP to EPM system

we need to set Data Load Mapping. but first select POV (Point of view) set to
Location in my case mine location was Fore_Loc.

1. Data Load
Data Load Mapping: We use Data Load Mapping for map source dimension
member to their target Application Dimension member. We have Location,
Period, Category set of Mappings for Data Load Mapping. we have types of
Mapping choose one of them then click on add then fill all details. We need
to specify mapping for each dimension.

Setup - Data Load -- Data Load Mapping

Dimension- Product

Dimension- Scenario Page 12
Dimension- Measures

Dimension- Accounts

10.Data Load Rule: Now we create data Load rule for location.

Finally, set DLR (Data Load Rule) Click on Green plus icon Then in Details
section give Name for Data Load Rule, select Category, select File Type as
single period data. select one by one Text File in file name. click on save
then Execute it.

No need to select Import it will select dynamically through the
event script based on our source file. Page 13
Workflow > Data Load > Data Load Rule

First, I Was selected sal_ActIF.txt. file

Fill all things in Execute Rule remember select start and end period as you define in
flat file like in My case I select start and end period as Jan.

second, I Was selected sal_ForeIF.txt. file only change filename. Page 14
Here you will see This window.

Fill all things in Execute Rule remember select start and end period as you define in
flat file like in My case I select start and end period as Jan.

Workbench Output for first file Page 15
Workbench Output for second file

Here You can see Excel SmartView.

Excel output Page 16 Page 17