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Friday, May 17, 2024

Oracle Cloud EPM Planning - Load metadata using Data Management

 Loading metadata also one of the major task to automate the process.

Create Source application as File and Target application as Dimensions.


once Dimensions selected, we have to select application name and Prefix. Once you click on OK, system will create 6 types of EPM Dimension Target will get create automatically.

ACCOUNT, ENTITY, SMARTLIST, VERSION, SCENARIO, and CUSTOM

We have to use Custom as our Target to build dimensions other than mentioned above.

Import Format, used to build the dimension is:


We have selected only Member Name, Parent, Alias and Data Storage.

As we know, create location and period mappings as per the requirement. Create Data Rule, and update mappings accordingly. In case of any rows getting blanks in any column of the file, we can use below logic in mapping. 
#SQL

CASE

WHEN ICP IS NULL THEN ' '

ELSE ICP

END

Finally, loading metadata will be done with 3 golden fishes. :)



Thanks,

Mady

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