Tuesday, February 22, 2022

Oracle Cloud EPM : How to Export and Import Period mapping in Data management / Data exchange

NEW FEATURE

As we all know that using epm cloud data management we cannot export and import the period mapping, we need to manually add the periods in the Global mapping by referencing the prior period key and the period key and then define the application and source mapping accordingly.

But now the "DATA EXCHANGE" feature in Oracle EPM Cloud FCCS / PBCS / EPBCS has an option to add periods using excel. 
We can export the current mapping and then we can add our required mapping and then import the file back to data exchange which in turn gets updated to the Global mapping in data management.

STEPS

Go to Navigate > Data exchange 
Click on Actions > Period Mapping 
    Here you can import, export, delete period mappings 




Oracle EPM Cloud Data Management : How to define a Sub-String in Import format

 Requirement

        From a source dimension (Ex. Cost center), during the import to data load workbench, we need only the values starting from 5th position, and 6 characters from that. Rest all we need to ignore during import.

Example : CCWER500047TY - this is a cost center member
                    I need only 500047 to be imported to data load workbench


Solution

    In the import format use the expression shown below 

                        substr(UD2, 5, 6)






Oracle EPM Cloud - Data Management : How to use special characters, Prefix/Suffix, replace characters using Multi-Dimensional mapping

Source

Map only specific entities (IND, EUR, JAP)

Cost center* dimension begins with (03****) 

Target

Map to target Cost center dimension - 

  1. Add a prefix CC 
  2. Members begins with 03**** in source should map to 04**** in target

Example

Source 
Entity : IND, EUR, JAP 
Cost Center : 03MCHJ, 03JIUY, 03KIJY

Target
Cost Center : CC04MCHJ, CC04JIUY, CC04KIJY


SOLUTION

In the Target value define     #FORMAT("CC04##????")




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