6.4.4 Oracle HFM - Mapping Data Points to HFM

Data points can be linked to HFM

individually using the Value panel;
via drag and drop; and
via "Ctrl + T" keyboard shortcut.

Value panel

The data adaptor can be created and edited using the data adaptor control in the value panel.

If you change the data adaptor to “Oracle HFM” or click on the Configure Data Adaptor button, the following form will appear:

Member selector

In each of the HFM Dimensions, the DPM Authority HFM member selector is presented in a dropdown list:

The clear selection button can be used to remove an explicit selection and revert it to the mapped value.

Account and Custom Dimensions

When an account is selected, DPM Authority will automatically select the members in each custom dimension that are defined as that account’s “Top custom” members. These default members can be changed, and DPM Authority will validate that the selected custom member is valid for the selected account.

Data Object Defaulted Dimension

The Entity, Year, Period and Value members will be automatically defaulted to the member determined by the Mapping Data panel and are derived from the mapping of the data object’s entity, period and unit properties.

The value in parenthesis such as “(123456 -> 123456)” in the example below is the currently resolved member determined by the document entity and its value in the mapping table for its particular connection. It results in an error because this member does not exist in the hierarchy.

These default members can be overwritten with an explicit member as in the example below:

In this example, the entity dimension member has been explicitly changed to the “RA_CORP” member, and this adaptor will always return a value for the GROUP entity. To revert back to the value from the mapping panel - the Clear Selection button in the Member Selector form should be clicked.

Connection Defaulted Dimensions

These 3 dimensions are mapped to the POV default members which are set per HFM connection.

The current POV default values are shown in parenthesis. Similar to the Tag defaulted dimensions, these defaults can be overwritten with explicit members.

Drag and drop

Using drag-and-drop you can assign HFM dimension members to single cells, entire rows and columns and entire tables. For each HFM connection created, DPM Authority will download present the metadata in the Automation panel:

An HFM Adaptor can only be created by dragging-and-dropping a member from the Account dimension. Members from all the other dimensions can only be used to modify properties of existing HFM adaptors.

Table rows and columns

Often accounts will be used on individual table rows, and custom dimension members for columns. Whilst members can be dragged and dropped onto individual data points, it is usually much quicker to drop members on row or column headers as illustrated in this video:

Table sheets

Dimensional tables are tables that are repeated across many sheets. In these cases, the rows and columns in each sheet are all mapped to the same dimension members, but a third dimension is used to differentiate between the sheets (such as currency, geography, etc).

To prevent each sheet from having to be individually mapped, the mappings for a single sheet can be copied to all sheets of the same table. It will then only be necessary to switch out a dimension member from a third dimension by dragging the member and dropping it onto a row or column header that spans all rows and columns as illustrated in this video:

Data Adaptors panel

You can edit HFM values for table cells using the Data Adaptors panel.

Additionally, you can validate the cells with the assigned dimension members, refresh the rows to check the current status of the cells with the HFM Data Adaptor, and export the existing HFM Data Adaptor values to formats such as Excel, XML, Word, CSV, PDF.

To copy the mappings from one sheet to other sheets of the same table, activate the sheet with the mappings, then select Tools -> Copy Mappings To Sheets:

Alternatively, you can use the Copy Data Adaptors button in the Automation panel for this purpose:

Auto-map Table Rows / Columns

To speed up document mapping, you can automatically assign account or dimension members to all table cells by using the Auto-map Table Rows / Columns button or the shortcut "Ctrl + Shift + M" in the Automation panel:

Apply to Table

You can select any dimension member in the HFM hierarchy from the Automation panel and apply it to all table cells at once using the Apply to Table button.

Speed Up Mapping By Disabling Auto-Update

When HFM adaptors are modified by dragging and dropping a member onto a row, column, or entire table, the value of each data adaptor that is modified will be retrieved from HFM. This will introduce a delay between the dropping of a member and initiating the next drag action. This delay will depend on how many objects are updated and the speed of the HFM connection. If the delay is noticeable, you can speed up the mapping process by temporarily disabling auto-update using the toggle button at the top of the Automation panel:

With this toggled on, DPM Authority will store the connection changes but will not attempt to retrieve data from HFM. You can complete your mapping, and once completed, you can trigger the global refresh links process.

Note: Disable Automatic Updating option is toggled on by default.

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