EPBCS - Data Management - Period Mapping update

 In Data Management Period Mapping, we don't have option to update bulk periods at a time. We have export option to export to excel but do not have option to import. Manually we have to update each period.

But we can do bulk update using Migration option in EPBCS, may be in On-premise also. I do not have On-premise environment to check that. So, steps to update in EPBCS as follows:

Go to Tools à Migration

Click on Data Management in the list

In Artifacts list, Select Global Setup Artifacts, Uncheck and select Period Mapping only.

Before this step, Try to add at least 2 periods in the list.

Click on Export to complete the migration.

Unzip the exported file, and go to FDMEE-FDM Enterprise Edition à resource à Global Setup Artifacts à Period Mapping.xml

Open Period Mapping.xml file in excel, It will list data as below

Use EOMONTH(date,0) function to get last date of each month. Drag the list up to year which we have in the application. we can prepare sheet in excel easily. 

Bind back zip file with Period Mapping.xml file. Upload the file and import the same.

You can find the periods updated in the Data Management.

Thanks,

Mady

EDMCS - Create Subscription

How to create subscriptions? Subscription is used for??

Go to Views à Select the view à Click on 3 dots and select Inspect as shown in the below screenshot à Select Subscriptions and then click on Create à Select the dimension from the list.

Thanks,

Mady

EDMCS - Create Converters

How to create converters? Converter is used to move members from source to target.

Go to à Node Types à Click on 3 dots and select Inspect  à It will open the below page.

Select Converters à Click on Edit then Add à Select Target dimension.

To move, I mean drag and drop metadata with New Request from one view to another view, we have created Convertor in both Source and Target. 

For example, if the source is Main application and Target is FCCS or Plan, then we must create Convertor in both Node Types.

Thanks,

Mady

EDMCS - Create NodeSet

 To Create Node Set, just follow below steps:

Node Set:

Login to EDMCS à Select Node Set à Click on Create à Select dimension of the application.

Thanks,

Mady

EDMCS - Create Hierarchy Set

 To create hierarchy, just follow the below steps:

Hierarchy Set:

Login to EDMCS à Select Hierarchy Set à Click on Create à Select dimension of the application.

Thanks,

Mady

 

EDMCS - Sample Metadata

 In EDMCS, We can update metadata into PBCS, FCCS, FCGL, Universal etc. you can find the list in the below screen shot.

Once login, Go to Application, Click on Register, select application type, enter name of the application, then you can add connection, dimension members etc.

Once application created, click on the three dots right side. In the list you can import, export options.

Select import option and choose the file of that particular dimension and click on import.

File format as follows:

Once import is done, you can verify the account dimension in the hierarchy.

Thanks

Mady

EDMCS - Application creation

 Loading metadata will be the first step of EDMCS after creating applications. So, We can create applications using below options

Once you login, Click on Applications

 

Click on Register on the left side. 

Select application type in the screen

For example, Select Planning, then update Planning application name and description and click on Next

Once you click on Next, you can create a connection to connect to Planning application or you can create later also. If you want to create connection, click Add. Otherwise click on Next and Click on Create.

You can see application in Applications tab now. If you want to modify Registration, you can click on 3 dots on the left of the side line, and select Modify Registration.

There you can see options like Inspect, Import, export, extract, load etc.

Will explain about each option in coming sessions.

Thanks

Mady