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Data Loading into HFM

Using
FDMEE 11.1.2.4
Hands-On Activity#2

Presented By :Amit Sharma

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Set up the source and target systems.


As previously, one can load data into HFM, using direct data load load. or even
smartview can be used. Unlike with load rule, in FDMEE the Data and Metadata is loaded
into staging table and followed by target application. One has to register the source
system from which you want to import data. In this example we are using file-based
source system. FDMEE creates a file-based source system automatically when you install
and configure the product. You must also register the target application (for example,
Planning) to which you want to load the data from one or more source systems.

Flat File

FDMEE Staging
Tables

Target Planning
Application

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Steps to Load Data Into Essbase


Set up the source and target systems.

Create an import format

Define the location, period, and category

Set up the data load mappings


Create and execute a data load rule to
import and validate the source data.

Export the data to Planning

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Set up the source and target systems.


In Workspace, Navigate > Administer >
Data Management. FDMEE starts from here,
which called ERP integrator before.

There are two components in


FDMEE, Workflow and Setup

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Set up the source and target systems.


In the Setup Tab, click "System Settings" in Configure > Input
Value for "Application Root Folder" > Click "Save" > Click "Create
Application Folders"

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Set up the source and target systems.


Click "Application Settings" > Input Value for "Application Root
Folder"> Click "Save" > Click "Create Application Folders"

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Set up the source and target systems.


You can find the FDMEE related file folders are created in the specified path in the
server.

On the Setup tab, under Register, selectSource System. The Source System Summary
grid displays the File source system.

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Set up the source and target systems.


In the "File : Details" grid you can define the URL for drill through

Under Register, selectTarget Application. Confirm that the Planning Application that
you want to load data to, is included as a valid target application. If it hasnt been
included, youll need to add it. (Image shown in next slide)

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Target Application
In the Application Details grid for the target application(Hyperion Planning Vision), you
specify the dimension details and application options. The Dimension Details tab shows
the dimensions in the Hyperion Planning.

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Create an import format


In FDMEE, you create an import format based on the source type that you want to load to
the target application. The import format defines the layout of source data.
In this tutorial, you define the layout of a source data file that includes fields delimited
by a semi-colon. The following columns are included in the file:

In the import format, you define the location of these columns and map them to
dimensions in the target application

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Create an import format


To create the import format, perform the following steps:
1) Under Integration Setup, selectImport Format.
2) On the Import Format page, clickAddto add an import format. Under Details, enter the import
format name (HFM_Load), source system (File), file type (Delimited), file delimiter (Semi-Colon), and
target application (HFM_Load). You also specify the URL for drill through.

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Create an import format


To create the import format, perform the following steps:
a) The below mapping shows how source Dimension mapped to target application. In the below
example, the mapping is straight forward one to one mapping between dimensions from Source
Column to target.

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Define the location, period, and category


After defining the import format, you create a location and specify the import format for
the location. The location combines related mapping and data load rules into a logical
grouping. You also review the period and category for the data load.
Perform the following steps to add a location and review the period and category
definitions:
Under Integration Setup, selectLocation, and clickAddto add a location.

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Define the location, period, and category

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Define the location, period, and category


Under Integration Setup, selectPeriod Mappingto review the period definitions on the
Global Mapping page.
You define period mappings in FDMEE to map your source system data to Period
dimension members in the EPM target application. You can define period mappings at
the Global, Application, and Source System levels.

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Define the location, period, and category


Under Integration Setup, selectCategory Mappingto review the category definitions.
You define category mappings to map source system data to target Scenario dimension
members.

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Set up the data load mappings


You create data load mappings in FDMEE to map source dimension members to their
corresponding target application dimension members. You define the set of mappings for
each combination of location, period, and category to which you want to load data.
Perform the following steps to define the data load mappings:
In FDMEE, click theWorkflowtab. Under Data Load, selectData Load Mapping.

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Set up the data load mappings(Point of View (POV) )


You must select the Point of View (POV) to define the data load mappings for a specific
location, period, and category. At the bottom of the page, click the current location name
and define the POV in the Select Point of View dialog box.

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Set up the data load mappings


On the Data Load Mapping page, define the mappings for the Entity, Account, Product
and Version.

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Set up the data load mappings


On the Data Load Mapping page, define the mappings for the Entity, Account, Product
and Version. Similarly map other dimension members with source file.s

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Create and execute a data load rule to import and validate the
source data.
Your next step in FDMEE is to create a data load rule for a specific location and
category to define what you want to import from the source system. For example, the
data load rule defines the file(s) that you want to import in addition to other details. After
creating the data load rule, you execute it to import the data for one or more periods. You
then verify that the data was imported and transformed correctly, and then export the
data to the target application.
Perform the following steps to define and execute the data load rule, and then verify that
the data was imported and transformed:
On the Workflow tab, under Data Load, selectData Load Rule.

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Create and execute a data load rule to import and validate


the source data.
Click Add to add a data load rule. In the Details grid, specify the data load rule
name, HFM_Data_Load, and select the data load file name. In this example, you load the
file HFM_Data_Load.txt.
Note: If the file information is left blank, the user will be prompted to select a file at run time

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Create and execute a data load rule to import and validate


the source data.
With the rule selected, clickExecute. In the Execute
Rule dialog box, you define the options for running
the rule.

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Create and execute a data load rule to import and validate the
source data.
Finally validate the data login into Smartview and selecting the same
Dimension member intersections. As given below.

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Any Question?

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