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Hyperion Financial Management:

Create and Manage Applications

7
Loading Data

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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

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:
,~@#$^&_|:;?\

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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

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
Application

Data Load File

Account

Value

Account

Value

Sales

100

Sales

50

Returns

20

Purchases

30

Purchases

No Data
Results of Load
Account

Value

Sales

50

Returns

20

Purchases

30

2005 Hyperion Solutions Corporation. All Rights Reserved.

Replace Option
Application

Data Load File

Account

Value

Account

Value

Sales

100

Sales

50

Returns

20

Purchases

30

Purchases

No Data
Results of Load
Account

Value

Sales

50

Returns

No Data

Purchases

30

2005 Hyperion Solutions Corporation. All Rights Reserved.

Accumulate Option
Application

Data Load File

Account

Value

Account

Value

Sales

100

Sales

50

Returns

20

Purchases

30

Purchases

No Data
Results of Load
Account

Value

Sales

150

Returns

20

Purchases

30

2005 Hyperion Solutions Corporation. All Rights Reserved.

Accumulate Within File Option

Merge with Accumulate within File

Replace with Accumulate within File


Application

Data Load File

Account

Value

Account

Value

Sales

100

Sales

50

Returns

20

Sales

60

Purchases

No Data
Results of Load
Account

Value

Sales

110

Returns

20

Purchases

No Data

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 transactionprocessing 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 learned
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.

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