Load Data from Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) into Oracle Fusion Analytics

May 21, 2024 | 5 minute read
Devi Prasad Kolli
Principal Solutions Architect, Oracle Analytics
Krishna Prasad Kotti
Senior Member of Technical Staff
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With Inputs from

Nitin Deo, Senior Principal Product Manager

Overview

Oracle Fusion Analytics (Fusion Analytics), a part of the Oracle Fusion Data Intelligence Platform, is a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications that provide ready-to-use insights to help improve decision-making. It is extensible and customizable, allowing customers to ingest data and expand the base semantic model with additional content.

This post demonstrates augmenting Fusion Analytics data using an Enterprise Performance Management (EPM) functional module planning and Budgeting (PBCS) connector.

Steps

The following steps are required to augment Fusion Analytics using an EPM PBCS connector.

1. Create an EPBCS Data Exchange job. 

2. Enable the EPM planning and Budgeting connector.

3. Create an EPM Data Connection.

4. Test Connection and refresh EPBCS metadata.

5. Load the data into Fusion Analytics using data augmentation.


1. Create an EPBCS Data Exchange job

   Follow these steps:
   Log in to EPBCS and navigate to Application > Data Exchange. 

   Picture1

   From the job type drop down, select Integration.

   Picture2

   As part of Create Integration job, enter values in Mandatory Fields, select Source and
   Target values from the drop down, as shown in below screen shot.

   Picture3

   As part of Map Dimensions step, define source and target dimension mapping.

   Picture4

   As part of Map Members step, define source and target dimension member mapping. 

   Picture5

   As part of Options step, define filter condition by each Dimension for extraction.

   Picture6

   Run Data exchange job to export the target data set to EPBCS Inbox.

   Picture7

   Confirm successful execution of Data exchange job in EPM.

   Picture8


2. Enable the EPM planning and Budgeting connector under Enable features in FAW Console.

   Picture10


3. Create an Oracle EPM – Planning and Budgeting Data Connection.

   Picture11


4. Test the EPM Connection and refresh EPBCS metadata

    Test EPM Connection.

    Picture12

    Refresh EPBCS metadata.

    Picture14


5. Load the data into Fusion Analytics using data augmentation

    Navigate to Data Configuration. Select Oracle EPM – Planning and Budgeting from Data Source
    dropdown. When augmenting data, a Source Table is displayed for each EPM extract file listed.

    The following example lists one EPM extract file name.

    Picture15

    When picking the Extract file and proceeding in the wizard, all the columns are visible, and up to
    100 can be selected.

    Picture16

    Specify the primary key information, as extract file does not provide it, column names and data types
    are obtained.

    Picture17

    Schedule and execute the data augmentation job to load data into Oracle Autonomous Data Warehouse.

    Picture18


Call to Action

Once the EPM connector feature is successfully configured, Fusion Analytics can be augmented using data from EPBCS source system. Once tested on the development Fusion Analytics instance, Oracle suggests performing the same steps to enable the feature on the production Fusion Analytics instance.

Refer to EPM documentation for more details on creating data integration jobs. 

Refer to Managing Data Connections for more details on Fusion Analytics Data Connectors.

Devi Prasad Kolli

Principal Solutions Architect, Oracle Analytics

Krishna Prasad Kotti

Senior Member of Technical Staff


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