‘i224, 726 PM Loading Metadata using PCS Data Management Keeping up with Hyperion to help you keep up with the latest Oracle Hyperion EPN Technical tips and tr Loading Metadata using PBCS = * Data Management April 22, 2018 ‘After much anticipation, the ability to load metadata from a flatfile into (e)PBCS is now supported using the inbuilt data loading ETL tool Data Management. Along with loading new members, this functionality also allows updates to properties of existing members. Members can be added or updated for all dimension types, including Smart Lists. This blog will detail how to load new metadata to a Custom type dimension, called Grade, to a PBCS application named WFP. + - - - eens oes ae @ a x i ed Creating the Target To set up a metadata load, first open the Data Management window from PBCS and navigate to the Target Application section, from the Setup tab. Add a new Target Application and select ‘Dimensions’ for the Target type, as shown below. Moron Setup aks Target Application Contigare + ysten sets Depletion Sate 4 Target Application Summary tease Ver Hoste 1 User Setinos pen Pavitr ca et 7 ita Sauce Iydia-maksoud-opmblogspot.com/20'8/04Nloading-meladata-using poes-DM.himl a0‘1212s, 726 PM Loading Metadata using PBCS Data Management Ha eit Frees be This will add one new Target Application for each type of Dimension; Version, SmartList, Scenario, Entity, Custom and Account. se on att ey oe pe Mone oh RS) (RSS) Each of the target dimension types will have the relevant member properties associated to them. For example, the Account dimension target will have extra properties for Account Type and Time Balance. To view the associated properties, select a target dimension type and scroll down to the Application Details. Choose the properties that will be updated from your file using the ‘Select Property’ tick box and ensure that each selected property has a Data Table Column Name assigned to it. Only properties that have been selected will appear in the import format set up, to be assigned to a column in the data file. 4 arent nea erent sociocstoe en Po Moree oH | rar oe 8 ‘aneonetor) Dee & pee 2 ow i ow a — 8 Oo owe € ome 8 — mone a 2 oe ae 8 OD ox & D eeme : 8 Setting up the Import Format Iydia-maksoud-opm blogepot.com/20'8/04Nloading-meladata-using pbes-DM.himl 210‘i224, 726 PM Loading Metadata using PCS Data Management In this example, the file format used for loading the new grades is as below: ( GradeMeteData' tet - Notepad File dit Format View Help Grade|tiew Grades |tiow Grades Monber New Grades|WFP Gradea|WFP Aliast Grade New_Grades|WFP_Grade8 |WEP_Alias? Grade The first column holds the Parent, the second column holds the new grade member, and the third column holds the alias for the new member. This is reflected in the Import Format set up below. vers tone (GSH) (ATES) tome Sorelm —pattiaee Een saseeson Tet = al . 7 le oon 7 meta 7 mw Ifa property in your file is missing from the import format definition, go back to the Target Application and include the desired property using the ‘Select Property’ tick box. Adding a Location ‘Add a new Location and assign the corresponding import format. Make sure to select the correct Target Application from the dropdown at the top. In this case, the Target is “WFP_Reports — Custom’, because metadata is being loaded to a Custom dimension type. 2 Fv 0 Grade:Detals | tecoton Betts | gto Si q ferent Lesten q Trott MP eps Caston LogcaccamtGOP DONE Hee AP 90 ate ‘Hopor ort WFP Ge source Fie ‘ctond oaency NONE (esestey Soup (NONE 4 Creccnue coup NOME Data Load Rules Iydia-maksoud-opm blogepot.com/20'8/04Nloading-meladata-using pbes-DM.himl ano‘121, 726 PM Loading Metadata using PBCS Data Management ‘Add a new Data Load Rule for the metadata load and assign the import format created earlier. The Target Plan Type will automatically be set to CUSTOM when loading to a custom dimension. Upload the file and select it in the Source Options, then save the data load rule. ‘a ont te ee ia Rese Maser se |etoon | GB) a) a ee enone eo a Senin Hi | at Mappings Go to the Data Load Mappings section on the Workflow tab to enter any necessary mappings for the metadata in the file. If no mappings are needed, use the Like * to * mapping to keep all values as they are. ImportlExport Importing and Exporting metadata through Data Management works in the same way as loading data. To import the metadata file, Execute the data load rule and select Import from Source, ‘Once imported, the mapped metadata can be viewed in the Workbench before being exported to the application. + + 4 DB seacoconbr ret Sngregode Nebeeme Sagres seta Soarst erie Rewriter) a ‘Once exported, navigate to the dimension editor to view the new Grade members. Iydia-maksoud-opm blogepot.com/20'8/04Nloading-meladata-using pbes-DM.himl ano‘i224, 726 PM Loading Metadata using PCS Data Management Dimensions Dinineoen | SSEESNS ae] (SRE cube [] imerson Grace B Actions y Views d& ob RES Kav ! ‘Name > all srades “4 New Grades > WrP_Gadea > WF_Gades The database will then need to be refreshed as normal. < Cloud Custom DataLoad Data Management Dimensions EPBCS FDMEE File Functionality Import Data. 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It provides a valuable link between Hyperion and Excel, which allows users to retrieve data from tl READ MORE Loading multi-period row data files using Data Management October 16, 2019 The ability to load multi-period data with the Period and/or Year in the rows is not particularly new (since release 16.10), however it is something that . most people seem to forget is possible in Data Management. 1 READ MORE Using SQL to map Null values to Ignore in Data Management Iydia-maksoud-opm blogepot.com/20'8/04/loading-meladata-using poes-DMhiml ano‘i221, 726 PM Loading Metadata using PCS Data Management Apmil 20, 201¢ Recently | have been attempting to map null entries to be ignored when importing data into FDMEE. This may sound like an easy thing to do, but if == you have experimented much with FDMEE mappings, you'll kr READ MORE Powered by Blogger Thome images by Taya € LYDIA MAKSOUD VISIT PROFILE About me Oracle EPM Cloud Consultant at Brovanture Lid Currently have over 7 years of experience with Hyperion and Oracle EPM Cloud products including Hyperion Planning, Essbase, (E)PBCS and Data Management Hoping to help anyone out there that’s looking for some Hyperion answers! Based in London, UK Iydia-maksoud-opmblogepot.com/208/04Nloading-meladata-using poes-DM.himl eno‘i224, 726 PM Loading Metadata using PCS Data Management Archive a 2021 (8) Sep 2021 (1) Jul 2021 (1) Apr 2021 (1) Mar 2021 (1) Feb 2021 (1) Labels v More... a Hyperion, EPM, OBIEE and other stuff °o stay ahead in the cloud e PBCS Calculation Tips © EPM Cloud Spot EPM Cloud Features Report Abuse Iydia-maksoud-opm blogepot.com/20'8/04Nloading-meladata-using pbes-DM.himl s010