Importing Metadata Using a Flat File in Oracle Planning and Budgeting Cloud Service (PBCS)

Have you ever have problems with importing metadata into PBCS? There are several ways to solve this problem, but the best way is by creating a flat file.

A flat file is a file that contain records with no structured relationships. The records are stored in a simple table with one record per line. The most common type of flat file is the CSV file or comma separated values which can be created in several ways but in this blog and demonstration, we will be using Microsoft Excel to create the file.

Watch the demonstration!

Read the full blog post!

So, before importing metadata into PBCS, you need a CSV file that contains correct member’s properties. The best way to get the correct member’s properties is to do an export dimension in PBCS to have the correct header for the file. To do an export, click on “Navigator” and under “Application”, click “Overview”.

Go to “Dimension” tab, click on “Export”.

Click on “Create”.

Each dimension has different member’s properties. Select the desired dimension and click “Export".

Row 1 contains the properties for the account dimension. Copy the entire row 1 and paste into a new excel file.

Fill in the necessary member’s properties in each column and save the file as CSV file. Not every column needs to be filled in.

Now that you have your CSV file with the member’s properties filled in, it’s time to import it into PBCS. For importing, some of the steps will be similar as to export metadata. Click on “Navigator” and under “Application”, click “Overview”. Under the “Dimension” tab, click on “Import” and then click on “Create”. Import metadata window will pop up with all the dimensions.

Next, click on “Browse” and find the CSV file that you have created.

After you have your file, you need to validate first and then import. Click on “Validate” and a message will pop up. Click “Ok” to close the window.

After successful validation, Click on “Import” and check the “Refresh Database” option. Click “Ok” to close the window.

Import metadata successfully message window will pop up. Click “Ok” to close the window. Then click on “Refresh” and a “Completed” link will appear under the “Last Import” column meaning the database refresh has been completed. Click on the “Completed” link to view the status report.

The Status report will show you errors if refresh database were not successful. In this case, there were no errors showing below with 4 records being processed.

Now, the last step is to double check if your metadata is in PBCS. To check your metadata, go to “Navigator” and under “Create and Manage”, click on “Dimensions”. Choose the dimension that you have imported your metadata and your metadata will appear on the bottom of the list.

Blog post by Jenny Wang of Key Performance Ideas.

 

RECENTLY
FROM THE BLOG

 

6/10-15

Kscope 2018