L04 loading metadata

4Copyright © 2008, . All rights reserved.

Loading Metadata

Copyright © 2008, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to:

• Format metadata files

• Set up dimensions

• Manage multiple languages

• Create import profiles

• Run import profiles

• View job status

• Create interface tables


Metadata Load Files Overview

• You can load metadata from text files.

• Load files can contain metadata for these items:– Account, Entity, Scenario, Custom, and ICP dimensions– Period, Year, and View dimensions– Value dimension– Currencies– Consolidation methods– Security classes– Aliases


Formatting Metadata Load Files

• Load files are divided into sections with an exclamation point as the delimiter defining the section header.

• Sections can be in any order in the file.

• The line defining the column names is immediately below the section header and begins with an apostrophe.

• You can place the column names in any order.

!Members=Standard Products'Name;SwitchSignForFlow;SwitchTypeForFlow;IsCalculated[None] N;N;NAllProducts;Y;N;NGolf;Y;N;NGolfBalls;N;N;N

Section header Column names


Setting Up Dimensions

For each dimension:

• Add an entry to the DIMENSIONS section to define the dimension.

• Add a !MEMBERS section to specify members and their properties.

• Add a !HIERARCHIES section to specify parent-child relationships.

• Add entries to the DIMENSIONASSOCIATIONS section for each member property with an association to another dimension.


Dimensions Section

• Add an entry for each dimension in the load file.

• Include these required columns: Name and DimensionClass.

!Section=Dimensions'Name;DimensionClass;DefaultTopMember;DimensionAlias;CustomIDGlobalCurrencies;Currency;#root; GlobalCurrencies;Calendar Months;Period;#root;CalendarMonths;Standard Scenario;Scenario;#root;Scenario;Standard Year;Year;#root;Year;Functional Entity;Entity;#root;Functional;AccountUSGAAPCommercial;Account;#root;GlobalCOA;


Members Sections

• Use a separate members section for each dimension.

• Use Y for Yes and N for No.

!Members=Standard Scenario'Name;DefaultFrequency;DefaultView;ZeroViewForNonAdj;ZeroViewForAdj;ConsoActual;MTD;Periodic;Periodic;Periodic;N;10;Y;N;;Y;MTD; Budget;MTD;Periodic;Periodic;Periodic;N;10;Y;Y;;Y;MTD;


Managing Languages

!Members=T_Account 'Name;Alias=English;Alias=French;ConsolidationAccountType;IsCalculated;IsConsolidate AverageMonthlySales;Average Monthly Sales;Moyenne des ventes;Balance;Y;N;;TotalBusinAverageRate;Average Rate;Taux moyen;CurrencyRate;N;N;;;;;;6;Y;Y;Y;Y;;;N;N;SYSTEM;Y;; BankOverdraft;Bank Overdraft;Decouvert;TotalShortTermLiab;Liability;N;Y;;;;;ClosingB


Hierarchy Sections

• !HIERARCHY sections define parent-child relationships

• Use this format:<parent member>;<child member>

• Represent top-level members as children of #root:#root;<top-level member>

!HIERARCHIES=Entity'Parent;Child#root;GeographicalGeographical;UnitedStatesGeographical;EuropeUnitedStates;CaliforniaCalifornia;1000California;Plant1California;WestSales

Entity

Geographical

UnitedStates

California

1000

Plant1

WestSales

Connecticut

Mass

Europe


DimensionAssociations Section

!Section=DimensionAssociations'BaseDimension;Property;TargetDimensionFunctionalEntity;SecurityClass;Security ClassesFunctionalEntity;Currency;GlobalCurrencies


Loading Metadata Process

You perform the following tasks to load metadata:

1. Create an import profile.

2. Specify load options.

3. Map dimensions in the load file to dimensions in the Dimension Library.

4. Map columns in the load file to dimension properties in the Dimension Library.

5. Run the import profile.


Creating Import Profiles


Defining Load Options


Mapping Dimensions

Source FileGlobalCurrenciesLanguages

Shared LibraryC_CurrencyC_Alias


Mapping Properties

Maps fields to member properties


Running Import Profiles


Viewing Job Status


Process for Loading Metadata from Interface Tables

Interfacetables

Relational database Performance ManagementArchitect


Summary

In this lesson you should have learned to:

• Format metadata files

• Set up dimensions

• Manage multiple languages

• Create import profiles

• Run import profiles

• View job status

• Create interface tables

L04 loading metadata

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