L07 Loading Data
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Transcript of L07 Loading Data
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Hyperion Financial Management: Create and Manage Applications
Loading Data
7
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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:, ~ @ # $ ^ & _ | : ; ? \
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Group Dimension Section
The group dimension section sets the point of view for the data records.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Data Section
Data section
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Line-Item Detail Section
Enclose line-item descriptions in quotation marks.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Changing Column Order
Specifies the order of the dimensions in the data section
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Extracting Data
Numbers in parentheses indicate that multiple members are selected.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Copying Data
The number of source and destination periods must be the same.
You can increase or decrease the copied values by a factor.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
Removing Data
You can remove (clear) data from a specified range in the database.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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.
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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
© 2005 Hyperion Solutions Corporation. All Rights Reserved.
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