Administering Data Integration for Oracle Enterprise Performance Management Cloud

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Administering Data Integration for Oracle Enterprise Performance Management Cloud Oracle® Cloud Administering Data Integration for Oracle Enterprise Performance Management Cloud E98147-34 Oracle Cloud Administering Data Integration for Oracle Enterprise Performance Management Cloud, E98147-34 Copyright © 2017, 2021, Oracle and/or its affiliates. Primary Author: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. 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Contents Documentation Accessibility Documentation Feedback 1 Data Integration Prerequisites 1-1 2 Launching Data Integration Viewing the Data Integration Home Page 2-1 Working with the Data Integration Workflow 2-3 3 Registering Applications Launching the Applications Options 3-1 Navigating Applications 3-2 Registering EPM Local Applications 3-5 Registering EPM Cloud Applications 3-6 Using Data Source Based Applications 3-7 Registering an Oracle ERP Cloud Application 3-7 Registering Oracle NetSuite Applications 3-8 Defining Incremental File Applications 3-11 Defining an On-Premise Data Source Application 3-12 Registering Oracle ERP Cloud Applications 3-14 Defining Oracle ERP Cloud Custom Applications 3-15 Registering Oracle HCM Cloud Applications 3-17 Registering Peoplesoft GL Balance Applications 3-20 Registering E-Business Suite Applications 3-21 Connecting to E-Business Suite and Peoplesoft Data Sources 3-22 Registering an On-Premises File 3-24 Registering an Application for a Class of Dimensions or Dimension Type 3-26 iii Registering a Data Export File Application 3-27 Defining Application Dimension Details 3-28 Adding Lookup Dimensions 3-30 Defining Application Detail Options 3-31 Defining Application Details for Oracle ERP Cloud Data Sources 3-38 Editing Options 3-38 Setting Default Options 3-41 Loading Data to a Free Form Application 3-42 4 Configuring Source Connections Configuring an Oracle ERP Cloud Connection 4-1 Configuring an Oracle HCM Cloud Connection 4-2 Configuring a NetSuite Connection 4-4 5 Managing Period Mappings Global Mappings 5-3 Application Mappings 5-4 Source Mappings 5-6 Source Mappings for a File Source Type 5-6 Source Mappings for a Data Source Type 5-7 Source Mappings for an EPM Cloud Source Type 5-8 Source Mappings for an Oracle ERP Cloud Source Type 5-10 Source Mappings for an Oracle HCM Cloud Source Type 5-11 Source Mappings for an Oracle NetSuite Source Type 5-12 Deleting Period Mappings 5-13 Selecting A Default POV Period 5-15 6 Defining a Data Integration Creating File-Based Integrations 6-2 Selecting Location Attributes 6-3 Mapping Files 6-4 Previewing File Options 6-6 Mapping File Columns 6-6 Creating Direct Integrations 6-7 Mapping Dimensions 6-8 Creating the Dimension Maps 6-8 Using Target Expressions 6-12 Using Source Expressions 6-18 Adding Lookup Dimensions 6-20 iv Mapping Members 6-21 Adding Member Mappings 6-21 Using Explicit Mappings 6-24 Using Between Mappings 6-25 Using In Mappings 6-26 Using Like Mappings 6-27 Using Special Characters in the Source Value Expression for Like Mappings 6-28 Using Special Characters in the Target Value Expression 6-30 Using Multi-Dimensional Mappings 6-31 Using Special Characters in Multi-Dimensional Mapping 6-32 Format Mask Mapping for Target Values 6-33 #FORMAT Mapping Type Components 6-33 #FORMAT Mapping Example 6-34 Replacing Segments 6-35 Replacing Segments with String Operations 6-35 Replace Segments with String Operations and Using a Prefix or Suffix 6-35 Selecting Members 6-36 Filtering Members 6-37 Import Member Mappings 6-37 Importing Excel Mappings 6-38 Downloading an Excel Template (Mapping Template) 6-40 Restoring Member Mappings 6-41 Exporting Member Mappings 6-42 Exporting the Current Dimension or All Dimensions Map 6-42 Exporting the Map to Excel 6-43 Setting Data Integration Options 6-44 Defining File-Based Options 6-44 Defining Direct Integration Options 6-46 Defining Target Options 6-48 Creating a Custom Target Application 6-54 Defining Target Options for Budgetary Control Applications 6-59 Defining Application Options for Financial Consolidation and Close 6-59 Defining Filters 6-66 Defining Planning Filters 6-66 Defining Oracle NetSuite Filters 6-67 Defining Oracle General Ledger Filters 6-68 Defining Budgetary Control Filters 6-69 Defining Oracle HCM Cloud Filters 6-69 Defining A Clear Region 6-71 Using Business Rules 6-73 Registering a Business Rule in Independent Mode 6-73 v Business Rules Supported Events 6-75 Adding Run Time Prompts to Business Rules 6-75 Registering a Business Rule in Embedded Mode 6-77 Adding a Custom View to the Drill Through Landing Page 6-78 7 Running an Integration Viewing the Integration Job 7-4 8 Reviewing a Data Integration Status and Viewing Results Viewing Process Details 8-1 Viewing an Error Messages Output File 8-2 Using the Workbench 8-4 Using the Workbench Workflow 8-5 Importing Source Data 8-6 Validating Source Data 8-7 Exporting Data to Target Applications 8-7 Checking the Data 8-8 Filtering Workbench Data 8-8 Using Drilling Through to Source 8-9 Defining a Custom View in the Workbench 8-11 Validating Source Data 8-13 Validation Mapping Errors 8-13 Fixing Mapping Errors 8-14 9 Using Drilling Through to Source Adding a Custom View to the Drill Through Landing Page 9-2 10 Integrating Data Integrating EPM Planning Projects and Oracle Fusion Cloud Project Management (Project Management) 10-1 About Integrating EPM Planning Projects and Project Management 10-1 Process Description for Integrating EPM Planning Projects and Project Management 10-2 Security Role Requirements for EPM Cloud to Project Management Integrations 10-4 BI Publisher Security 10-4 Projects and Budgets File-Based Data Import Process Security 10-4 Registering the Project Management Source 10-5 Defining the Integration 10-6 Registering the EPM Planning Projects Application 10-7 vi Classifying Project Dimensions in the EPM Planning Projects Application 10-8 Register the Reporting Type Application
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