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Showing posts with label File. Show all posts
Showing posts with label File. Show all posts

Tuesday, January 27, 2026

EPM - How to load Attributes in to PBCS application

                 How to load Attributes in to PBCS application

To load Attributes, prepare file like this.

Employee Number1, Alias, Permanent, Monthly

Employee Number2, Alias, contract, Hourly

Here 3rd, and 4th columns are attributes, which i am going to load along with Emp numbers and Alias metadata using Data Management/Data Exchange.


While creating application, select Dimensions and If needed use prefix.

As it will create dimensions, if you are going to load Custom dimension, select Custom and add Attribute name (Parent member of the attributes which you created in application) and assign UD1/2/3 depends on the no.of the Attributes columns you are loading.

So, create import format, where select Source and Target Dimensions and Attributes.

Note: Few you are getting blanks for few attributes, then generally we will write SQL in mapping, to ignore blanks, but here is the catch. If you ignore Attribute it will ignore that complete line. That means metadata also will not build. so, if you want to use to load metadata along with attributes, you must need one member in Attribute to assign for blanks in attribute list. Attribute will not duplicates also, so, if you want to use like NoAttribute1, and NoAttribute2 etc.

While loading metadata, you can ignore blanks not metadata members, so above tip will be helpful.

Load and Test once it's completed...!! 

Reference:


Thanks,
Mady

Wednesday, January 21, 2026

EPM DM - File data load with Period and Year columns to EPM Planning

                            File data load with Period and Year columns to EPM Planning


If you are getting Period and Year in the source file itself, to load data we need to use Explicit option Data Load rule, which will connect to Source Period mapping, where we can update periods to match with source file.

No need of Period dimension in Import format for this method. Year you can map to Years.

 EPM Planning - Target Application

If you are using multi-period in the file, update all periods in Source Period mapping.


For clear reference, refer below video:

Refer Video for more step by step


Thanks,

Mady