4

Loading Metadata

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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

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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

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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.
Section header

Column names

!Members=Standard Products
'Name;SwitchSignForFlow;SwitchTypeForFlow;IsCalculated
[None] N;N;N
AllProducts;Y;N;N
Golf;Y;N;N
GolfBalls;N;N;N

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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.

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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;CustomID
GlobalCurrencies;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;

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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;Conso
Actual;MTD;Periodic;Periodic;Periodic;N;10;Y;N;;Y;MTD;
Budget;MTD;Periodic;Periodic;Periodic;N;10;Y;Y;;Y;MTD;

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Managing Languages

!Members=T_Account
'Name;Alias=English;Alias=French;ConsolidationAccountType;IsCalculated;IsConsolidate
AverageMonthlySales;Average Monthly Sales;Moyenne des ventes;Balance;Y;N;;TotalBusin
AverageRate;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

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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>

Entity

Geographical

!HIERARCHIES=Entity
'Parent;Child
#root;Geographical
Geographical;UnitedStates
Geographical;Europe
UnitedStates;California
California;1000
California;Plant1
California;WestSales

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UnitedStates

California

1000

Plant1

WestSales

Connecticut

Mass

Europe

DimensionAssociations Section
!Section=DimensionAssociations
'BaseDimension;Property;TargetDimension
FunctionalEntity;SecurityClass;Security Classes
FunctionalEntity;Currency;GlobalCurrencies

Copyright 2008, Oracle. All rights reserved.

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.

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Creating Import Profiles

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Defining Load Options

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Mapping Dimensions
Source File
GlobalCurrencies
Languages

Shared Library
C_Currency
C_Alias

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Mapping Properties
Maps fields to member properties

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Running Import Profiles

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Viewing Job Status

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Process for Loading Metadata from Interface

Tables

Relational database

Performance Management
Architect

Interface
tables

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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

Copyright 2008, Oracle. All rights reserved.