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8/20/2019 Data Loading Into HFM by FDMEE Part III
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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$ecute a data load rule toimport and validate the source data.
+reate an import !ormat
Export the data to 'lanning
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#n orkspace, -avigate Administer
Data Management. FDM starts !rom here,
which called /( integrator be!ore.
0here are two components in
FDM, ork!low and Setup
Set up the source and target systems.
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#n the Setup 0ab, click 1System Settings1 in +on!igure #nput
2alue !or 1Application /oot Folder1 +lick 1Save1 +lick 1+reate
Application Folders1
Set up the source and target systems.
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+lick 1Application Settings1 #nput 2alue !or 1Application /oot
Folder1 +lick 1Save1 +lick 1+reate Application Folders1
Set up the source and target systems.
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&ou can !ind the FDM related !ile !olders are created in the speci!ied path in the
server.
"n the Setup tab, under /egister, select Source System. 0he Source System Summarygrid displays the File source system.
Set up the source and target systems.
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#n the 1File 3 Details1 grid you can de!ine the U/* !or drill through
Under /egister, select 0arget Application. +on!irm that the (lanning Application that
you want to load data to, is included as a valid target application. #! it hasn4t beenincluded, you4ll need to add it. '#mage shown in ne$t slide)
Set up the source and target systems.
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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.
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#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
+reate an import !ormat
#n the import !ormat, you de!ine the location o! these columns and map them to
dimensions in the target application
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+reate an import !ormat
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.
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+reate an import !ormat
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.
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De!ine the location, period, and category
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.
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De!ine the location, period, and category
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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.
De!ine the location, period, and category
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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.
De!ine the location, period, and category
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Set up the data load mappings
&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.
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&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) )
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"n the Data *oad Mapping page, de!ine the mappings !or the ntity, Account, (roduct
and 2ersion.
Set up the data load mappings
S t th d t l d i
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Set up the data load mappings
"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
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&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.
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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.
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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.
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Create and execute a data load rule to import and alidate t!e
"ource data#
s
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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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Any Question?