l07 loading data

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Hyperion Financial Management: Create and Manage Applications

Loading Data

7

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Objectives

At the end of this lesson, you should be able to: Describe the format of a load file Identify the data load options Load data from a file into an application Copy data within a database from one location to another Remove data from a database

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Data Load Files

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

Sections can be in any order in the file.

The default column order is Scenario, Year, Period, View, Entity, Value, Account, ICP, Custom1, Custom2, Custom3, Custom4.

Fields for the items within a section are delimited with any of these characters:, ~ @ # $ ^ & _ | : ; ? \

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Group Dimension Section

The group dimension section sets the point of view for the data records.

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Data Section

Data section

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Line-Item Detail Section

Enclose line-item descriptions in quotation marks.

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Changing Column Order

Specifies the order of the dimensions in the data section

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Loading Data

Use the Browse button to identify multiple data load files.

The files are loaded in sequential order.

A Progress window shows the progress of each load.

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Merge Option

Results of Load

Account Value

Sales 50

Returns 20

Purchases 30

Application

Account Value

Sales 100

Returns 20

Purchases No Data

Data Load File

Account Value

Sales 50

Purchases 30

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Replace Option

Results of Load

Account Value

Sales 50

Returns No Data

Purchases 30

Application

Account Value

Sales 100

Returns 20

Purchases No Data

Data Load File

Account Value

Sales 50

Purchases 30

© 2005 Hyperion Solutions Corporation. All Rights Reserved.

Accumulate Option

Results of Load

Account Value

Sales 150

Returns 20

Purchases 30

Application

Account Value

Sales 100

Returns 20

Purchases No Data

Data Load File

Account Value

Sales 50

Purchases 30

© 2005 Hyperion Solutions Corporation. All Rights Reserved.

Accumulate Within File Option

Merge with Accumulate within File

Replace with Accumulate within File

Results of Load

Account Value

Sales 110

Returns 20

Purchases No Data

Application

Account Value

Sales 100

Returns 20

Purchases No Data

Data Load File

Account Value

Sales 50

Sales 60

Merge with Accumulate within File

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Extracting Data

Numbers in parentheses indicate that multiple members are selected.

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Copying Data

The number of source and destination periods must be the same.

You can increase or decrease the copied values by a factor.

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Removing Data

You can remove (clear) data from a specified range in the database.

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Loading Data with Application Link

Application Link lets you:— Integrate enterprise resource planning (ERP) systems and other transaction-

processing applications with Hyperion products.— Move data and metadata between Hyperion products.

Application Link uses the integration environment and adapter technology of Vignette Business Integration Studio (VBIS).

Data integrations are created using adapters.— Adapters are product-specific and let you map data and metadata between

products.— A library of standard adapters is included.— You can purchase additional products adapters to meet your needs.

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The Hyperion Financial Management Adapter

The Hyperion Financial Management Adapter lets you: Specify logon information for a

Financial Management application Open an application Load metadata for an application Load and extract data for an application

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Summary

In this lesson, you should have learnedto: Describe the format of a load file Identify the data load options Load data from a file into an

application Copy data within a database from

one location to another Remove data from a database