Importing Data and Metadata from Interface Tables into Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition 11.1.2

PurposeThis tutorial covers creating interface tables and importing data and metadata from interface tables.

Time to CompleteApproximately 1 hour.

OverviewPerformance Management Architect interface tables are database tables used to import data and metadata from external systems into the Dimension Library. They represent an alternative to flat files.

ScenarioYour company wants to import data and metadata from an external source (Excel file or GL file) into a Financial Management application and a dimension library, respectively. To do this, you create an interface table data source. You then use a SQL program to extract the required data and metadata from the external source into the interface table. Next, you create an interface table definition and synchronization to import data from the interface table into the Financial Management application. Finally, you create and execute a profile to import metadata into the dimension library.

PrerequisitesBefore starting this tutorial, you should:

1. Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.2

2. Have access to or have installed Hyperion® Foundation Services 11.1.2

3 . Have installed and configured Hyperion® Shared Services 11.1.2

4 . Have created a Financial Management application (The Reports application is used for this tutorial.)

5 . Have functional knowledge of a data transfer application or SQL load program

Creating Interface TablesIn this part of the tutorial, you create and configure an interface table in Hyperion EPM System Configurator 11.1.2.0. You configure the interface table by creating data source links that are used during data synchronization and profile creation.

1. Navigate to Start > Programs > Oracle EPM System > Foundation Services > EPM System Configurator, and check Uncheck All.

 

2. Expand Hyperion Foundation > Performance Management Architect and, in the expanded list, select Interface Datasource Configuration.

Click Next.

3. Select Create a New Datasource Link.

Click Next.

 

4. Select Oracle.

Click Next.

 

5. Perform the following actions:

a) Enter the following property values for the interface data source:

Property ValueDatasource Name FM DatasourceServer <servername> (<servername> is the name of your Shared Services server.)Port 1521SID hyperionUser EPMPassword hyperion

b. Select Create Interface tables.

c. Click Next.

 

6. Confirm that the Configure Interface Data Source task is selected.

Click Next.

 

7. Verify that the interface data source configuration is completed.

Click Finish.

You can now use any SQL load program or data transfer tool to extract data from the external source into the interface table.

 

Importing Data from Interface Tables

After extracting data from the external source to the interface table, you create synchronizations to import data from the interface table into the Financial Management application. Before creating synchronizations, you create an interface area that defines the data interface table. You create the interface area and synchronization in the Data Synchronization module of Performance Management Architect.

Creating an Interface Area

1.

On your desktop, double-click the Workspace icon, enter user name trnadmin and password hyperion, and clickLog On to log on to Workspace.

 

2.

In Workspace, select Navigate > Administer> Data Synchronization.

3.

Select File > New > Data Interface Table Definition.

The Data Interface Area Mapping Wizard is displayed.

 

4.

Select the following values for the interface area, and click Next.

Property ValueInterface Area FM DatasourceDatabase Table HS_Data_ConsolidationColumn Data

 

5 .

On the Dimensions page, map the following dimensions of your application to the appropriate column, and clickNext.

Column Dimension NameEntity HFM_Reports_EntityICP HFM_Reports_ICPPeriod HFM_Reports_PeriodValue HFM_Reports_ValueViewDimension HFM_Reports_ViewYear HFM_Reports_YearAccount HFM_Reports_AccountCustom4 HFM_Reports_Units&FlowsCustom3 HFM_Reports_GradesCustom1 HFM_Reports_LineOfBusinessCustom2 HFM_Reports_MarketsScenario HFM_Reports_Scenario

 

6.

On the Properties page, enter the following properties for the interface table:

Name: ReportsLoadDescription: Load data from the interface tables for the Reports application

Click Finish.

 

7.

Select View > Refresh.

The ReportsLoad interface area is displayed in the Data Synchronization window.

 

Creating Synchronizations

1. Select File > New > Synchronization.

 

 

2. Select Hyperion Data Interface Area, and click Next.

3. On the Select Source page, select ReportsLoad, and click Next.

4. On the Select Destination page, select Reports, and click Finish.

5. If required, manually map the dimensions of the interface area (Source) and Reports application (Destination).

Note: Dimensions are automatically mapped if their names are the same. You can manually map dimensions when the names are different.

6. Click Save, save the synchronization with the following information:

Name: ReportsDescription: Data load from ReportsLoad interface table

Click OK.

7. Select the Data Synchronizer tab.

The Reports synchronization is displayed in the Data Synchronizer window.

8. Right-click the Reports synchronization, and select Validate Synchronization.

9. Click OK.

10.

Click Close.

11.

Right-click the Reports synchronization, and select Execute Synchronization.

12.

Click OK.

13.

Click Close.

14.

Select Navigate > Administer > Library Job Console, and select the job whose description is Executing synchronization: Reports.

Verify that the synchronization was successfully completed and that the data is imported from the interface table into the Training application.

Importing Metadata from Interface TablesYou can also import metadata from the interface tables into the Performance Management Architect dimension library.

1. Select Navigate > Administer > Dimension Library.

 

2. Select File > Import > Create Profile.

3. Enter the following information for the new profile, and click OK.

Property ValueProfile Name LoadMetadata1Import Type Interface TablesDescription Load metadata for Reports application from interface tablesApplication Shared LibraryData Source FM Datasource

The dimensions defined in the interface tables are displayed.

4. Enter the following details to map the dimensions:

a) For each dimension in the Interface area, enter the following dimensions in the Shared Library column:

Interface Area Shared LibraryScenario ScenarioYear Year

Period PeriodView ViewEntity EntityValue ValueAccount AccountICP ICPGeneric Custom3ConsolidationMethod ConsolidationMethodCurrency CurrencySecurityClass SecurityClassAlias Alias

b. In the Merge/Replace column, verify that Merge is selected.

c. Click Next.

5. Click Finish.

6. Click Yes.

7 .

Click the Click here to navigate to jobs link.

8. Perform the following actions:

a. Verify that the import was successfully completed.

b. Click Import Results to review the results.

9. Select the Dimension Library tab, and then select View > Refresh.

The imported dimensions are displayed in Shared Library.

SummaryIn this tutorial, you learned how to:

Create interface tablesImport data from interface tablesImport metadata from interface tables