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Time to Complete
Approximately 1 hour.
Overview
Performance 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.
Scenario
Your 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.
Prerequisites
Before starting this tutorial, you should:
1.
Have access to or have installed Oracle Hyperion Financial Management, Fusion Edition 11.1.2
2.
3.
4.
Have created a Financial Management application (The Reports application is used for this tutorial.)
5.
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.
Click Next.
4. Select Oracle.
Click Next.
Value
Datasource Name
FM Datasource
Server
Port
1521
SID
hyperion
User
EPM
Password
hyperion
c. Click Next.
Click Next.
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.
1 On your desktop, double-click the Workspace icon, enter user name trnadmin and
. password hyperion, and clickLog On to log on to Workspace.
4 Select the following values for the interface area, and click Next.
.
Property
Value
Interface Area
FM Datasource
Database Table
HS_Data_Consolidation
Column
Data
5 On the Dimensions page, map the following dimensions of your application to the appropriate
. column, and clickNext.
Column
Dimension Name
Entity
HFM_Reports_Entity
ICP
HFM_Reports_ICP
Period
HFM_Reports_Period
Value
HFM_Reports_Value
ViewDimension
HFM_Reports_View
Year
HFM_Reports_Year
Account
HFM_Reports_Account
Custom4
HFM_Reports_Units&Flows
Custom3
HFM_Reports_Grades
Custom1
HFM_Reports_LineOfBusiness
Custom2
HFM_Reports_Markets
Scenario
HFM_Reports_Scenario
6 On the Properties page, enter the following properties for the interface table:
.
Name: ReportsLoad
Description: Load data from the interface tables for the Reports application
Click Finish.
Creating Synchronizations
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.
Click OK.
9. Click OK.
10 Click Close.
.
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.
3. Enter the following information for the new profile, and click OK.
Property
Value
Profile Name
LoadMetadata1
Import Type
Interface Tables
Description
Application
Shared Library
Data Source
FM Datasource
Shared Library
Scenario
Scenario
Year
Year
Period
Period
View
View
Entity
Entity
Value
Value
Account
Account
ICP
ICP
Generic
Custom3
ConsolidationMethod
ConsolidationMethod
Currency
Currency
SecurityClass
SecurityClass
Alias
Alias
5. Click Finish.
6. Click Yes.
9. Select the Dimension Library tab, and then select View > Refresh.
Summary
In this tutorial, you learned how to:
Create interface tables
Import data from interface tables
Import metadata from interface tables