phone icon (832) 396-7583 bd@CloudADDIE.com
Go Higher

EDMCS: Importing Oracle Financials Cloud General Ledger Dimensions

By: Jia Huang - Principal Consultant
Published: October 12, 2020

Click here to view in video format

In Oracle Enterprise Data Management Cloud Service (EDMCS), importing Financials Cloud General Ledger requires a ZIP folder that contains flat files of segment values and hierarchies. Directly importing from Oracle Financial Cloud General Ledger applications or comma-delimited (CSV) files is not possible when importing to EDMCS.

For other EDMCS tutorials, check out "Importing Oracle Financials Cloud General Ledger Dimensions in EDMCS" and "Setting Up a FCCS Application in EDMCS".

Once the Segment Value and Hierarchy files are extracted from the Oracle Financial Cloud General Ledger application, format and generate the files to a ZIP folder that contains two comma-delimited (CSV) files with the Chart of Accounts Segment Values and Hierarchies Import Template. The ZIP folder for the segment/dimension data must contain one or two comma-delimited (CSV) files with the given names:

  • The segment value set flat file must be named GlSegmentValuesInterface.csv
  • The hierarchy set flat file must be named GlSegmentHierInterface.csv

Chart of Accounts Segment Values and Hierarchies Import Template:

A ZIP folder will generate once the template has been completed. Import the ZIP folder to EDMCS using the following steps:

  • Applications > Action > Import

  • Drag and drop the ZIP folder or click and select the folder to load.

  • Select desired import mode from the following three options:

    • Merge – Insert or add new nodes
    • Replace – Change existing node relationship properties
    • Reset – Clear out any existing node and relationship and re-import

  • Lastly, click Import.

After the import in complete, you can verify the success by viewing the segment values and hierarchies in the Views dashboard. Segment values are a flat list of members, while the segment hierarchy will be an expendable parent/child relationship list.

Want to learn more about EDMCS? Check out our EDMCS Overview.

FREE CONSULTATION

Schedule your Free Consultation, to see it in action!
Contact Us!

We offer Autonomous Systems for EPM Cloud Applications such as Oracle Planning & Budgeting Cloud Service (PBCS/EPBCS), Financial Close & Consolidations Cloud Service (FCCS), Enterprise Data Management Cloud Services (EDMCS), Account Reconciliation Cloud Service (ARCS), Profitability & Cost Management (PCM) and more.