This tutorial shows how to use interface tables to import metadata into Planning.
Approximately 1 hour.
Data synchronization enables you to synchronize and map data between Planning applications, interface tables, and external files.
Interface tables enable you to bring information into the Hyperion schema through database operations (SQL loads or leveraging of Hyperion data integration products). Interface tables provide a database interface that enables the import of metadata and data from external systems into Dimension Library. After information is stored in interface tables, you can use the standard mapping and load mechanisms provided within data synchronization to bring the information into Planning.
You can use interface tables for data loads when you do not want to pre-format text files for flat-file loads, but youwant the power and flexibility of a relational database for bringing information into Planning.
The following is a list of software requirements:
Oracle Hyperion Planning Plus 11.1.2 includes the following components:
Data Synchronizer is installed when you install Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition (Performance Management Architect). You access Data Synchronizer in Workspace.
Before starting this tutorial, you should:
Have administrator access to a working installation of Planning 11.1.2.
Have administrator access to a working installation of Performance Management Architect 11.1.2.
Have access and rights to run EPM System Configurator 11.1.2.
Have access to relational storage used to create a data source link for interface tables.
You must create an interface data source if you want to use interface tables in Performance Management Architect. However, this task is not necessary for initial configuration. Interface data source configuration is available only on the machine on which the Dimension Server is installed
To configure interface data sources:
Start EPM System Configurator.
On the Oracle Instance page, accept the default selections and click Next.
On the Configuration page, perform the following actions:
Ensure that Create a New Datasource Link is selected, click Next.
Select the database type for your interface table, and click Next.
In this example, Oracle is selected.
Enter the connection details for your interface data source:
Click Next.
Review the contents of the Confirmation page and click Next.
The configuration takes a few minutes.
A status of Completed is displayed if the configuration ran successfully.
Click Finish.
Before you create synchronizations, you must create an interface area. To define interface areas:
Log on to Workspace.
Select Navigate, then Administer, and then Data Synchronization.
Data Synchronizer is displayed.
If you are prompted that no data is available to be displayed, click OK.
In Data Synchronizer, select File, then New, and then Data Interface Table Definition.
On the Interface Areas page of Data Interface Area Mapping Wizard, perform the following actions:
On the Dimensions page, select the columns (dimensions) that you want to map, and enter a display name for each entry.
Click the Add New Row icon to the right of each row to insert additional rows.
In this example, the Scenario, Year, and Period dimensions are selected.
On the Properties page, enter a name and description for the interface area and click Finish.
The data interface area is displayed in Data Synchronizer.
You use New Synchronization Wizard to create synchronizations, and then you map dimensions before running the synchronization
After you create an interface area, you can create a synchronization and use the interface tables as the source.
In Data Synchronizer, select File, then New, and then Synchronization.
New Synchronization Wizard is displayed.
On the Source Type page, select Hyperion Data Interface Area and click Next.
On the Select Source page, select an interface area and click Next.
On the Select Destination page, select a Planning application and click Next.
On the Select Plan Types page, select the plan type for the destination application and click Finish.
The Dimension Mapping page is displayed.
After you create a synchronization, you must map the dimensions that comprise each source and destination.
You use Dimension Mapping to create, modify, or delete links between source and destination dimensions. Data Synchronizer automatically links common dimensions between applications. You can drag and drop to dynamically create or change links between source and destination dimensions. When defining a detailed synchronization, you can create links, leverage a predefined mapping table, or assign default values to dimensions that are not required to be mapped.
To map dimensions:
On the Dimension Mapping page, review the source and destination dimensions. Notice that there are no links between dimensions.
Click and drag source dimensions to destination dimensions to create mapping links.
You can create one-to-one, one-to-many, or many-to-one relationships between source and destination dimensions.
The line types represent relationships between the source and destination dimensions:
To insert or modify mappings, select it and perform one of the following actions:
On the toolbar, click Save.
Enter a name and description for the synchronization, and click OK.
The synchronization is displayed in Data Synchronizer.
When you execute a synchronization, data is retrieved from the source application, transformed according to mapping rules, and pushed to the destination application. When you validate a synchronization, the same process is followed but the data is not pushed to the destination application. The source and destination verify the request and resulting data without writing the data into the destination application.
To validate and execute synchronizations:
In Data Synchronizer, right-click your synchronization and select Validate Synchronization.
In this example, the validation process is run against PLN_Load.
In the Data Sync Validation Options dialog box, perform one of the following actions and click OK:
In the Job Task dialog box, click the Click here to navigate to the Job Console link.
In Job Console, refresh the page until the status displays completed and progress is at 100%.
Return to Data Synchronizer.
Right-click your synchronization, and select Execute Synchronization.
In this example, the PLN_Load synchronization is run.
In the Data Sync Execution Options dialog box, peform one of the following actions and click OK:
In the Job Task dialog box, click the Click here to navigate to the Job Console link.
In Job Console, refresh the page until the status displays completed and progress is at 100%.
In this tutorial, you learned how to: