Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.2

Have access to or have installed Hyperion® Foundation Services 11.1.2

Have installed and configured Hyperion® Shared Services 11.1.2

Have created a Financial Management application (The Reports application is used for this tutorial.)

Have functional knowledge of a data transfer application or SQL load program

Navigate to Start > Programs > Oracle EPM System > Foundation Services > EPM System Configurator, and check Uncheck All.

Expand Hyperion Foundation > Performance Management Architect and, in the expanded list, select Interface Datasource Configuration.

Click Next.

Select Create a New Datasource Link.

Click Next.

Select Oracle.

Click Next.

Perform the following actions:

a) Enter the following property values for the interface data source:

b. Select Create Interface tables.

c. Click Next.

Confirm that the Configure Interface Data Source task is selected.

Click Next.

Verify that the interface data source configuration is completed.

Click Finish.

You can now use any SQL load program or data transfer tool to extract data from the external source into the interface table.

On your desktop, double-click the Workspace icon, enter user name trnadmin and password hyperion, and click Log On to log on to Workspace.

In Workspace, select Navigate > Administer> Data Synchronization.

Select File > New > Data Interface Table Definition.

The Data Interface Area Mapping Wizard is displayed.

Select the following values for the interface area, and click Next.

On the Dimensions page, map the following dimensions of your application to the appropriate column, and click Next.

On the Properties page, enter the following properties for the interface table:

• Name: ReportsLoad
• Description: Load data from the interface tables for the Reports application

Click Finish.

Select File > New > Synchronization.

Select Hyperion Data Interface Area, and click Next.

On the Select Source page, select ReportsLoad, and click Next.

On the Select Destination page, select Reports, and click Finish.

If required, manually map the dimensions of the interface area (Source) and Reports application (Destination).

Note: Dimensions are automatically mapped if their names are the same. You can manually map dimensions when the names are different.

Click Save, save the synchronization with the following information:

• Name: Reports
• Description: Data load from ReportsLoad interface table

Click OK.

Select the Data Synchronizer tab.

The Reports synchronization is displayed in the Data Synchronizer window.

Right-click the Reports synchronization, and select Validate Synchronization.

Click OK.

Click Close.

Right-click the Reports synchronization, and select Execute Synchronization.

Click OK.

Click Close.

Select Navigate > Administer > Library Job Console, and select the job whose description is Executing synchronization: Reports.

Verify that the synchronization was successfully completed and that the data is imported from the interface table into the Training application.

Select Navigate > Administer > Dimension Library.

Select File > Import > Create Profile.

Enter the following information for the new profile, and click OK.

The dimensions defined in the interface tables are displayed.

Enter the following details to map the dimensions:

a) For each dimension in the Interface area, enter the following dimensions in the Shared Library column:

b. In the Merge/Replace column, verify that Merge is selected.

c. Click Next.

Click Finish.

Click Yes.

Click the Click here to navigate to jobs link.

Perform the following actions:

a. Verify that the import was successfully completed.

b. Click Import Results to review the results.

Select the Dimension Library tab, and then select View > Refresh.

The imported dimensions are displayed in Shared Library.