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Importing Data and Metadata from Interface Tables into Oracle Hyperion

Enterprise Performance Management Architect, Fusion Edition 11.1.2


Purpose
This tutorial covers creating interface tables and importing data and metadata from interface tables.

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.

Have access to or have installed Hyperion Foundation Services 11.1.2

3.

Have installed and configured Hyperion Shared Services 11.1. 2

4.

Have created a Financial Management application (The Reports application is used for this tutorial.)

5.

Have functional knowledge of a data transfer application or SQL load program

Creating Interface Tables


In this part of the tutorial, you create and configure an interface table in Hyperion EPM System Configurator 11.1.2.0. You configure the
interface table by creating data source links that are used during data synchronization and profile creation.

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.

3. Select Create a New Datasource Link.

Click Next.

4. Select Oracle.

Click Next.

5. Perform the following actions:


a) Enter the following property values for the interface data source:
Property

Value

Datasource Name

FM Datasource

Server

<servername> (<servername> is the name of your Shared Services server.)

Port

1521

SID

hyperion

User

EPM

Password

hyperion

b. Select Create Interface tables.

c. Click Next.

6. Confirm that the Configure Interface Data Source task is selected.

Click Next.

7. Verify that the interface data source configuration is completed.

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.

Importing Data from Interface Tables


After extracting data from the external source to the interface table, you create synchronizations to import data from the interface table
into the Financial Management application. Before creating synchronizations, you create an interface area that defines the data interface
table. You create the interface area and synchronization in the Data Synchronization module of Performance Management Architect.

Creating an Interface Area

1 On your desktop, double-click the Workspace icon, enter user name trnadmin and
. password hyperion, and clickLog On to log on to Workspace.

2 In Workspace, select Navigate > Administer> Data Synchronization.


.

3 Select File > New > Data Interface Table Definition.


.

The Data Interface Area Mapping Wizard is displayed.

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.

7 Select View > Refresh.


.

The ReportsLoad interface area is displayed in the Data Synchronization window.

Creating Synchronizations

1. Select File > New > Synchronization.

2. Select Hyperion Data Interface Area, and click Next.

3. On the Select Source page, select ReportsLoad, and click Next.

4. On the Select Destination page, select Reports, and click Finish.

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.

6. Click Save, save the synchronization with the following information:


Name: Reports
Description: Data load from ReportsLoad interface table

Click OK.

7. Select the Data Synchronizer tab.

The Reports synchronization is displayed in the Data Synchronizer window.

8. Right-click the Reports synchronization, and select Validate Synchronization.

9. Click OK.

10 Click Close.
.

11 Right-click the Reports synchronization, and select Execute Synchronization.


.

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.

Importing Metadata from Interface Tables


You can also import metadata from the interface tables into the Performance Management Architect dimension library.

1. Select Navigate > Administer > Dimension Library.

2. Select File > Import > Create Profile.

3. Enter the following information for the new profile, and click OK.
Property

Value

Profile Name

LoadMetadata1

Import Type

Interface Tables

Description

Load metadata for Reports application from interface tables

Application

Shared Library

Data Source

FM Datasource

The dimensions defined in the interface tables are displayed.

4. Enter the following details to map the dimensions:


a) For each dimension in the Interface area, enter the following dimensions in the Shared Library
column:
Interface Area

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

b. In the Merge/Replace column, verify that Merge is selected.


c. Click Next.

5. Click Finish.

6. Click Yes.

7 Click the Click here to navigate to jobs link.


.

8. Perform the following actions:


a. Verify that the import was successfully completed.
b. Click Import Results to review the results.

9. Select the Dimension Library tab, and then select View > Refresh.

The imported dimensions are displayed in Shared Library.

Summary
In this tutorial, you learned how to:
Create interface tables
Import data from interface tables
Import metadata from interface tables