Loading Smartlists into PBCS using FDMEE

Loading Smartlists into PBCS using FDMEE

• 1.
  Loading Smart Listsusing FDMEE Ray Fevrier Data Integration Team March 18, 2016
• 2.
  Confidential – Internal/Restricted/HighlyRestricted Slide 2 Smart Lists in VisPlan Application Account Member in VisPlan Smart List Value Associated with the Account
• 3.
  • Our samplehas two data columns or Smart Lists: – Depreciation Method – Depreciation Convention • Keep in mind, FDMEE can only handle one data column at a time • Smart List textual value have to be converted to a number prior to load (i.e. SLN = 1) Confidential – Internal/Restricted/Highly Restricted Slide 3 Sample Data
• 4.
  • In FDMEE,add a dimension for each Smart List values • Under Data Table Column Name, assign a UD number to each dimension • Assign a sequence number to the SL dimensions to ensure they get process first by FDMEE Confidential – Internal/Restricted/Highly Restricted Slide 4 FDMEE – Target Application Settings
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  Under Expression, assign adummy value to both the Account and Amount field to prevent FDMEE from erroring out Confidential – Internal/Restricted/Highly Restricted Slide 5 FDMEE – Import Format Settings
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  Confidential – Internal/Restricted/HighlyRestricted Slide 6 FDMEE - Location
• 7.
  • Under theAccount dimension, create a separate SQL mapping for each SL value • Match each script to a Data Load Rule (once you have created the DLR), that way each DLR will only run a specific script Confidential – Internal/Restricted/Highly Restricted Slide 7 FDMEE – Data Load Mapping Settings Set AMOUNTX to the mapped/target value of the SL dimension (UD19X…)
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  Create an explicit mappingfor each SL dimension with the SL Name in the source column and the SL ID in the target Confidential – Internal/Restricted/Highly Restricted Slide 8 FDMEE – Data Load Mapping Settings (Cont’d)
• 9.
  • Create aData Load Rule (DLR) for each SL value • The DLRs are exactly the same, their purpose is to allow FDMEE to process the file as many time as needed Confidential – Internal/Restricted/Highly Restricted Slide 9 FDMEE – Data Load Rule Settings
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  Confidential – Internal/Restricted/HighlyRestricted Slide 10 Execute the Data Load Rule
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  • The SQLscript hardcoded the Account member and converted SL from a textual to a numerical value Confidential – Internal/Restricted/Highly Restricted Slide 11 FDMEE – Data Load Workbench
• 12.
  • SmatView retrieve beforeand after the data load Confidential – Internal/Restricted/Highly Restricted Slide 12 Et Voila…