Previously on The Wonderful World of Enterprise Data Management Cloud Service (EDMCS), we highlighted some of the features offered in this new product (released on Jan 25, 2018), including packaged application adapters for PBCS/EPBCS and the visual cues provided in the user interface as you modify master data. With the 18.03 release, subtle but helpful features have been added, and this post shares details of those along with useful tips resulting from actual project work done with one of three clients selected for the EDMCS Early Adopter Program. This client has fully embraced Oracle EPM Cloud by utilizing EDMCS, Financial Consolidation and Close Cloud Service (FCCS), Planning and Budgeting Cloud Service (PBCS), Account Reconciliation Cloud Service (ARCS), and Customer Data Management Cloud (CDM), along with on-premise Financial Data Quality Management Enterprise Edition (FDMEE).
Incremental Dimension Import
You now have two options available for import: Full (reset dimension) or Incremental. Full operates as expected and will completely erase and replace your dimension. All history will be lost. Certainly, a helpful feature when first seeding EDMCS, but a feature to be used carefully.
Incremental allows you to incrementally update property assignments during an import. Why is that important or useful? Because sometimes another system is point-of-entry and is feeding a new extract to EDMCS. Those extracts are typically complete data extracts (not incremental), so the incremental feature allows you to update new or changed property assignments without completely erasing your dimension.
*One important clarification – even when performing an incremental import, the complete set of node relationships must be imported as all parent-child relationships will be replaced. The “incremental” piece of the import applies to updating the changed property values of those node relationships.
Metadata Object Search
The search feature for objects (views, node sets, hierarchy sets, applications, etc.) has been expanded to include name and description. Enter your search text, and any object that contains the matching text in either the name or description is returned in the search results.
Like the metadata object search, the node search in a viewpoint has been enhanced to include name and description. You do not need to toggle between name and description like in Data Relationship Management (DRM); instead, enter your search text and any node containing that text in the name or description is returned.
Request Load Files
EDMCS provides the capability to directly load Excel files, and a great way to start creating your request file is to use the download feature in EDMCS. Download a viewpoint (either the entire viewpoint or from the selected node and its descendants) to Excel, and you now have the basis for your request file: the complete “hierarchy” in Excel including parent, child, and all properties with the correct property labels as column headers in Excel. You can then modify the Excel file by adding an Action Code column and including the relevant node relationships and properties you wish to include in your request file.
*One note: If you need to modify top nodes in a request load file, you must include the Parent Node Type column. The column can be blank for the top nodes, but the column itself must be present. You can always modify top nodes interactively in a request.
While these features like incremental import and improved search function may seem minor, it’s often the little things that end up making a big difference when you put them all together. And it’s exciting to see this type of functionality being added so soon after the initial release.
Check back regularly for new updates and insights as EDMCS continues to evolve and mature -we’ll keep sharing! We’d love to hear your questions and observations related to EDMCS and how it fits into the ecosystem of Oracle EPM Cloud, so please comment below or contact us to share your experiences.