Data Export to File using Data Management - In old versions

 To export data to file using data management, we can follow below steps

Select in Target as Custom Application, and select Data Export to File

Once you select Data Export to File, it will ask for Data export file name, browse that file in which format you want export.

All Dimensions list will be shown as mentioned in the list. Check Target Dimension Class will be as Generic and update Account and remaining as UD1, UD2 etc.

Once we are done with other settings of how we need file, we can run the data load rule.

We will output with name whatever we mentioned in the settings.

we can validate the file by downloading it to local.

Thanks,

Mady

Data Management - Errors and solutions

 In Data Management, we will face below errors frequently. Check the errors, and find the solutions to check to trace the error and resolve the same. We may have different solutions, which I found is the below:

Data Management Issues:

BLANK:

Is log file mentioned as BLANK, check Import format File Type and Delimited. Check file and set as per file.

Amount=NN

Is log file mentioned as Amount=NN, NN - stands for Non-Numeric

check Import Format - File Type. Depends on file we can change this option form Numeric, All data type, Multi-column data etc.

Error: 3303

If log file mentioned as Error: 3303, If so, member mentioined is not there in outline or might be mentioned in Mapping.

Unmapped Dimensions in the file

Check the Workbench tab for validation error where you can find which members mapping is not correct.

Error Invalid Period:

Check the period mapping in file and data mapping, import format and also if period name in file is different than application, we need to check period mapping.

If the period is not picking up from POV, we need to setup file with period and year, depends on period format we can select explicit option to pick the period mapping with same format of file from Period Mapping - Source Mapping.

Thanks

Mady

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